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 2,552 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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,753
shares
|
$501,458
0.14% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,752
shares
|
$501,276
0.19% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
2,745
shares
|
$500,001
0.1% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,744
shares
|
$499,819
0.27% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
2,741
shares
|
$499,273
0.15% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,741
shares
|
$499,273
0.57% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
2,736
shares
|
$498,362
0.38% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,734
shares
|
$497,998
0.17% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
2,729
shares
|
$497,087
0.07% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
2,717
shares
|
$494,901
0.11% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2,708
shares
|
$493,262
0.26% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,708
shares
|
$493,262
0.17% of portfolio
|
Q3 2022
Added 65.63%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,704
shares
|
$492,533
0.19% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
2,698
shares
|
$491,440
0.47% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
2,694
shares
|
$490,712
0.4% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2,684
shares
|
$488,890
0.11% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
2,676
shares
|
$487,433
0.13% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
2,676
shares
|
$487,433
0.09% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,674
shares
|
$487,069
0.05% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,658
shares
|
$484,154
0.23% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
2,649
shares
|
$482,515
0.28% of portfolio
|
Q1 2025
Reduced 3.85%
|