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 |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
2,507
shares
|
$456,650
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,501
shares
|
$455,557
0.12% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,500
shares
|
$455,375
0.33% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,499
shares
|
$455,192
0.46% of portfolio
|
Q1 2025
Reduced 82.72%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
2,495
shares
|
$454,464
0.3% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
2,487
shares
|
$453,007
0.49% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
2,486
shares
|
$452,824
0.61% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,482
shares
|
$452,096
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,478
shares
|
$451,367
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,476
shares
|
$451,003
0.08% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,474
shares
|
$450,639
0.09% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,474
shares
|
$450,639
0.11% of portfolio
|
Q1 2024
Reduced 8.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,473
shares
|
$450,456
0.12% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,472
shares
|
$450,274
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,464
shares
|
$448,817
0.02% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,448
shares
|
$445,903
0.09% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,436
shares
|
$443,717
0.08% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,436
shares
|
$443,717
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
2,435
shares
|
$443,535
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,435
shares
|
$443,535
0.09% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,434
shares
|
$443,353
0.06% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,430
shares
|
$442,624
0.07% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,428
shares
|
$442,260
0.05% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
2,427
shares
|
$442,078
0.05% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
2,424
shares
|
$441,531
0.11% of portfolio
|
Q1 2025
New holding
|