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 $39.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
2,343
shares
|
$426,777
0.39% of portfolio
|
Q3 2022
New holding
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
2,343
shares
|
$426,777
0.1% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
2,339
shares
|
$426,048
0.28% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,327
shares
|
$423,863
0.23% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,323
shares
|
$423,134
0.09% of portfolio
|
Q3 2024
Added 6.41%
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,322
shares
|
$422,952
0.22% of portfolio
|
Q1 2025
Added 0.48%
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
2,320
shares
|
$422,588
0.24% of portfolio
|
Q1 2025
New holding
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,312
shares
|
$421,130
0.11% of portfolio
|
Q1 2025
Added 36.16%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,305
shares
|
$419,855
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,305
shares
|
$419,855
0.04% of portfolio
|
Q1 2025
Added 15.77%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,291
shares
|
$417,305
0.09% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,286
shares
|
$416,394
0.05% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,285
shares
|
$416,212
0.12% of portfolio
|
Q1 2025
Added 3.39%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,277
shares
|
$414,755
0.18% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,273
shares
|
$414,026
0.15% of portfolio
|
Q1 2025
Added 5.62%
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,265
shares
|
$412,569
0.14% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,262
shares
|
$412,023
0.35% of portfolio
|
Q1 2025
Added 0.49%
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
2,262
shares
|
$412,023
0.37% of portfolio
|
Q4 2024
New holding
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,260
shares
|
$411,659
0.11% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,258
shares
|
$411,294
0.14% of portfolio
|
Q1 2025
Added 9.51%
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,247
shares
|
$409,291
0.2% of portfolio
|
Q3 2024
Added 0.49%
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,247
shares
|
$409,291
1.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,241
shares
|
$408,198
0.12% of portfolio
|
Q1 2025
Added 0.36%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,239
shares
|
$407,833
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,234
shares
|
$406,923
0.07% of portfolio
|
Q2 2025
Reduced 19.03%
|