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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,680
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,674
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,647
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
5,629
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,626
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
5,622
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
5,613
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
5,600
shares
|
$1.02 Million
0.74% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,562
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,544
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
5,527
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,527
shares
|
$1.01 Million
1.79% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
5,526
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
5,523
shares
|
$1.01 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
5,520
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
5,514
shares
|
$1 Million
0.51% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,511
shares
|
$1 Million
0.4% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,510
shares
|
$1 Million
0.7% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,505
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 81.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,501
shares
|
$1 Million
0.52% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
5,500
shares
|
$1 Million
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
5,495
shares
|
$1 Million
0.42% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,493
shares
|
$1 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,490
shares
|
$1 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
5,470
shares
|
$996,360
0.79% of portfolio
|
Q2 2025
Added 16.98%
|