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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
160,982
shares
|
$29.3 Million
0.89% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
160,878
shares
|
$29.3 Million
6.08% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
160,494
shares
|
$29.2 Million
5.26% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
158,525
shares
|
$28.9 Million
5.14% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
157,409
shares
|
$28.7 Million
3.89% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
156,919
shares
|
$28.6 Million
0.33% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
156,393
shares
|
$28.5 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
155,143
shares
|
$28.3 Million
1.22% of portfolio
|
Q2 2023
Added 10.31%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
152,077
shares
|
$27.7 Million
14.62% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
150,932
shares
|
$27.5 Million
7.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
149,253
shares
|
$27.2 Million
0.08% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
148,535
shares
|
$27.1 Million
9.78% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
148,356
shares
|
$27 Million
0.42% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
148,029
shares
|
$27 Million
10.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
146,365
shares
|
$26.7 Million
6.84% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
143,828
shares
|
$26.2 Million
2.29% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
142,603
shares
|
$26 Million
18.13% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
142,199
shares
|
$25.9 Million
5.69% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
141,261
shares
|
$25.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
141,197
shares
|
$25.7 Million
0.17% of portfolio
|
Q4 2024
Added 4322.08%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
141,042
shares
|
$25.7 Million
23.56% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
139,177
shares
|
$25.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
138,643
shares
|
$25.3 Million
4.47% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
138,019
shares
|
$25.1 Million
0.45% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
137,677
shares
|
$25.1 Million
0.39% of portfolio
|
Q4 2024
Added 2.94%
|