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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,345
shares
|
$1.88 Million
1.26% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
10,324
shares
|
$1.88 Million
0.84% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
10,314
shares
|
$1.88 Million
1.06% of portfolio
|
Q1 2025
Added 97.81%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
10,281
shares
|
$1.87 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
10,275
shares
|
$1.87 Million
0.81% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,225
shares
|
$1.86 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
10,222
shares
|
$1.86 Million
0.7% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
10,184
shares
|
$1.86 Million
1.49% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
10,135
shares
|
$1.85 Million
0.19% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
10,129
shares
|
$1.84 Million
1.64% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,094
shares
|
$1.84 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
10,076
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Added 56.19%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,060
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,026
shares
|
$1.83 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
9,970
shares
|
$1.82 Million
0.7% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,940
shares
|
$1.81 Million
0.05% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,940
shares
|
$1.81 Million
2.84% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
9,864
shares
|
$1.8 Million
0.3% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
9,844
shares
|
$1.79 Million
0.86% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
9,819
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,804
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
9,764
shares
|
$1.78 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
9,715
shares
|
$1.77 Million
0.65% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
9,713
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
9,711
shares
|
$1.77 Million
0.93% of portfolio
|
Q2 2025
Reduced 17.75%
|