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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,241
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
12,238
shares
|
$2.23 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
12,177
shares
|
$2.22 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,152
shares
|
$2.21 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
12,147
shares
|
$2.21 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
12,139
shares
|
$2.21 Million
0.21% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,095
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.61%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,083
shares
|
$2.2 Million
0.87% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,027
shares
|
$2.19 Million
0.23% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
12,012
shares
|
$2.19 Million
2.1% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
11,938
shares
|
$2.17 Million
0.74% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,922
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,780
shares
|
$2.15 Million
0.2% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,754
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
11,749
shares
|
$2.14 Million
1.5% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,721
shares
|
$2.13 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
11,638
shares
|
$2.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
11,619
shares
|
$2.12 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
11,575
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 8.03%
|