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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,647
shares
|
$482,151
0.14% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,644
shares
|
$481,604
0.03% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,639
shares
|
$480,693
0.25% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,636
shares
|
$480,147
0.04% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,636
shares
|
$480,147
0.19% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,611
shares
|
$475,593
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,599
shares
|
$473,407
0.02% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
2,586
shares
|
$471,039
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,580
shares
|
$469,947
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
2,576
shares
|
$469,218
0.26% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$467,761
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,564
shares
|
$467,032
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
2,562
shares
|
$466,668
0.07% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,550
shares
|
$464,482
0.48% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
2,548
shares
|
$464,118
0.08% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,536
shares
|
$461,932
0.27% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,531
shares
|
$461,021
0.01% of portfolio
|
Q1 2025
Added 94.1%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,523
shares
|
$459,564
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,516
shares
|
$458,289
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
2,510
shares
|
$457,196
0.13% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,510
shares
|
$457,196
0.2% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,510
shares
|
$457,196
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|