Institutional Ownership Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,827
shares
|
$2.34 Million
0.18% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
12,805
shares
|
$2.33 Million
0.48% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
12,790
shares
|
$2.33 Million
0.1% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,760
shares
|
$2.32 Million
0.23% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
12,741
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
12,706
shares
|
$2.31 Million
0.34% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
12,681
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
12,663
shares
|
$2.31 Million
1.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
12,650
shares
|
$2.3 Million
2.23% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
12,614
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
12,611
shares
|
$2.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
12,570
shares
|
$2.29 Million
0.86% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
12,547
shares
|
$2.29 Million
2.45% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
12,526
shares
|
$2.28 Million
3.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
12,473
shares
|
$2.27 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,443
shares
|
$2.27 Million
0.61% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,396
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,387
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
12,374
shares
|
$2.25 Million
0.45% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
12,365
shares
|
$2.25 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
12,352
shares
|
$2.25 Million
0.06% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
12,341
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.96%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
12,304
shares
|
$2.24 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.49%
|