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 2,493 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
198,111
shares
|
$36.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
196,248
shares
|
$35.7 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
194,007
shares
|
$35.3 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
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
|
Feb 05, 2025 Q4 2024 |
189,301
shares
|
$34.5 Million
4.18% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
188,371
shares
|
$34.3 Million
29.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
186,109
shares
|
$33.9 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
182,924
shares
|
$33.3 Million
4.58% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
182,821
shares
|
$33.3 Million
0.21% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
178,872
shares
|
$32.6 Million
0.27% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
178,334
shares
|
$32.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.3 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
176,239
shares
|
$32.1 Million
10.29% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
175,853
shares
|
$32 Million
0.67% of portfolio
|
Q4 2024
Reduced 49.07%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
174,614
shares
|
$31.8 Million
5.08% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
174,420
shares
|
$31.8 Million
1.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173,993
shares
|
$31.7 Million
7.1% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
171,932
shares
|
$31.3 Million
6.65% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
168,615
shares
|
$30.7 Million
5.23% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
168,044
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
166,922
shares
|
$30.4 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
166,124
shares
|
$30.3 Million
0.44% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
166,091
shares
|
$30.3 Million
1.59% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
163,764
shares
|
$29.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
161,511
shares
|
$29.4 Million
12.15% of portfolio
|
Q4 2024
Added 1350.48%
|