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 2,559 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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,030
shares
|
$1.28 Million
0.95% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
7,017
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2025
Added 41.24%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
7,002
shares
|
$1.28 Million
0.24% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
6,999
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,995
shares
|
$1.27 Million
0.33% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
6,995
shares
|
$1.27 Million
1.12% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,966
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
6,943
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,941
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
6,940
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2023
Reduced 4.43%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
6,928
shares
|
$1.26 Million
0.77% of portfolio
|
Q2 2025
Added 146.64%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
6,909
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
6,903
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,902
shares
|
$1.26 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
6,898
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
6,870
shares
|
$1.25 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,858
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,858
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
6,855
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
6,840
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
6,832
shares
|
$1.24 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.32%
|