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 |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,645
shares
|
$1.76 Million
0.55% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
9,589
shares
|
$1.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
9,588
shares
|
$1.75 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,579
shares
|
$1.74 Million
0.88% of portfolio
|
Q2 2022
Reduced 2.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
9,552
shares
|
$1.74 Million
0.57% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
9,478
shares
|
$1.73 Million
0.22% of portfolio
|
Q1 2025
Added 30.46%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
9,475
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 309.29%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
9,459
shares
|
$1.72 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
9,456
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
9,456
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
9,429
shares
|
$1.72 Million
0.43% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
9,392
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
9,369
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,353
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
9,337
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Added 95.95%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,323
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2023
Reduced 16.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,231
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.7%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
9,210
shares
|
$1.68 Million
1.78% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
9,193
shares
|
$1.67 Million
0.46% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
9,118
shares
|
$1.66 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
9,080
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
9,053
shares
|
$1.65 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
9,048
shares
|
$1.65 Million
0.78% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,046
shares
|
$1.65 Million
0.52% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
9,035
shares
|
$1.65 Million
0.07% of portfolio
|
Q1 2025
Added 11.6%
|