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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
8,783
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,782
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 59.47%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
8,745
shares
|
$1.59 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
8,737
shares
|
$1.59 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
8,715
shares
|
$1.59 Million
1.63% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,702
shares
|
$1.59 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,667
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2024
Added 23.66%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$1.57 Million
1.35% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
8,590
shares
|
$1.56 Million
0.93% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,561
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,534
shares
|
$1.55 Million
0.55% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,488
shares
|
$1.55 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
8,486
shares
|
$1.55 Million
0.79% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,474
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2022
Reduced 28.98%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,452
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
8,444
shares
|
$1.54 Million
1.38% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
8,428
shares
|
$1.54 Million
1.62% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
8,401
shares
|
$1.53 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
8,324
shares
|
$1.52 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
8,314
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2025
Added 122.0%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,301
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
8,269
shares
|
$1.51 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,232
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,218
shares
|
$1.5 Million
0.4% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,207
shares
|
$1.49 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.13%
|