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 2,552 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 $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
244,533
shares
|
$44.5 Million
0.44% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
242,690
shares
|
$44.2 Million
3.41% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
237,757
shares
|
$43.3 Million
5.12% of portfolio
|
Q1 2025
Reduced 62.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
236,079
shares
|
$43 Million
0.06% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
234,703
shares
|
$42.8 Million
5.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
231,757
shares
|
$42.2 Million
14.09% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$42.1 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
230,157
shares
|
$41.9 Million
0.18% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
228,126
shares
|
$41.6 Million
6.62% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
227,720
shares
|
$41.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.4 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.9 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
213,360
shares
|
$38.9 Million
7.23% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
206,039
shares
|
$37.5 Million
11.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
205,386
shares
|
$37.4 Million
0.45% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
204,408
shares
|
$37.2 Million
10.72% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
199,709
shares
|
$36.4 Million
5.35% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
197,236
shares
|
$35.9 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
196,589
shares
|
$35.8 Million
1.88% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
194,236
shares
|
$35.4 Million
55.06% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
193,806
shares
|
$35.3 Million
3.64% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
193,177
shares
|
$35.2 Million
28.9% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
192,134
shares
|
$35 Million
0.3% of portfolio
|
Q1 2025
Added 838.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
190,694
shares
|
$34.7 Million
1.11% of portfolio
|
Q3 2022
Added 4.36%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
190,076
shares
|
$34.6 Million
4.18% of portfolio
|
Q1 2025
Added 0.41%
|