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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,715
shares
|
$858,837
0.11% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,710
shares
|
$857,926
0.22% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,709
shares
|
$857,744
0.07% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,701
shares
|
$856,287
0.26% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,698
shares
|
$855,740
0.11% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,695
shares
|
$855,194
0.2% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,679
shares
|
$852,279
0.11% of portfolio
|
Q1 2025
Added 333.64%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,666
shares
|
$849,911
0.31% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
4,665
shares
|
$849,729
0.15% of portfolio
|
Q1 2025
Added 32.94%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,664
shares
|
$849,547
0.17% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,661
shares
|
$849,001
0.22% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,658
shares
|
$848,454
0.71% of portfolio
|
Q2 2022
Added 12.35%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,624
shares
|
$842,261
0.2% of portfolio
|
Q1 2025
Reduced 80.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,622
shares
|
$841,897
0.18% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,597
shares
|
$837,343
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
4,578
shares
|
$833,882
0.25% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,567
shares
|
$831,879
0.19% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,556
shares
|
$829,875
0.16% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,541
shares
|
$827,143
0.38% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,536
shares
|
$826,232
0.17% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,535
shares
|
$826,050
0.1% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
4,527
shares
|
$824,593
0.78% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,527
shares
|
$824,593
0.06% of portfolio
|
Q4 2024
Added 235.58%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
4,525
shares
|
$824,228
0.28% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
4,521
shares
|
$823,500
0.67% of portfolio
|
Q1 2025
Added 18.29%
|