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 |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,733
shares
|
$679,965
0.09% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,721
shares
|
$677,780
0.02% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,710
shares
|
$675,776
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,705
shares
|
$674,865
0.76% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
3,702
shares
|
$674,319
0.22% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
3,700
shares
|
$673,955
0.0% of portfolio
|
Q1 2025
Reduced 91.57%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,700
shares
|
$673,955
0.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,694
shares
|
$672,862
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,683
shares
|
$670,858
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
3,683
shares
|
$670,858
0.58% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
3,673
shares
|
$669,036
0.61% of portfolio
|
Q1 2025
Added 65.67%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
3,672
shares
|
$668,854
0.1% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
3,668
shares
|
$668,126
0.09% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,652
shares
|
$665,211
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,652
shares
|
$665,211
0.06% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,650
shares
|
$664,847
0.04% of portfolio
|
Q1 2025
Added 104.48%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
3,641
shares
|
$663,208
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
3,639
shares
|
$662,843
0.11% of portfolio
|
Q1 2025
Reduced 46.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,635
shares
|
$662,115
0.16% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,623
shares
|
$659,929
0.08% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
3,608
shares
|
$657,197
0.51% of portfolio
|
Q1 2025
Added 88.9%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$655,740
0.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
3,599
shares
|
$655,557
0.44% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,594
shares
|
$654,647
0.0% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,586
shares
|
$653,189
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|