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 |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
3,584
shares
|
$652,825
0.58% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,583
shares
|
$652,643
0.26% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,561
shares
|
$648,636
0.08% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,558
shares
|
$648,089
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
3,550
shares
|
$646,632
0.36% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,522
shares
|
$641,532
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,519
shares
|
$640,985
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,515
shares
|
$640,257
0.06% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,513
shares
|
$639,892
0.05% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,502
shares
|
$637,889
0.06% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
3,500
shares
|
$637,525
0.12% of portfolio
|
Q3 2022
Reduced 2.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,500
shares
|
$637,525
0.06% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
3,492
shares
|
$636,067
0.3% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.07% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.24% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
3,488
shares
|
$635,339
0.06% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,487
shares
|
$635,157
0.03% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
3,481
shares
|
$634,064
0.06% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,481
shares
|
$634,064
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,471
shares
|
$632,242
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,467
shares
|
$631,514
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,459
shares
|
$630,056
0.11% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
3,457
shares
|
$629,692
0.18% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,448
shares
|
$628,053
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,443
shares
|
$627,142
0.36% of portfolio
|
Q1 2025
Added 0.17%
|