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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
4,307
shares
|
$784,520
0.09% of portfolio
|
Q1 2025
Added 109.79%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,271
shares
|
$777,962
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,269
shares
|
$777,598
0.36% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
4,248
shares
|
$773,773
0.55% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
4,248
shares
|
$773,773
0.21% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
4,223
shares
|
$769,219
0.38% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
4,214
shares
|
$767,580
0.12% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,211
shares
|
$767,033
0.03% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,200
shares
|
$765,030
0.09% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,195
shares
|
$764,119
0.38% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.51% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
4,190
shares
|
$763,208
0.05% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,186
shares
|
$762,479
0.57% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,173
shares
|
$760,111
0.23% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
4,141
shares
|
$754,283
0.18% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,136
shares
|
$753,372
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
4,118
shares
|
$750,093
0.21% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,116
shares
|
$749,729
0.16% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,114
shares
|
$749,365
0.03% of portfolio
|
Q2 2025
Added 35.37%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,111
shares
|
$748,818
0.72% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
4,108
shares
|
$748,272
0.26% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,107
shares
|
$748,090
1.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
4,103
shares
|
$747,361
0.09% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,100
shares
|
$746,815
0.0% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,100
shares
|
$746,815
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|