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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
134,696
shares
|
$24.5 Million
4.77% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
132,614
shares
|
$24.2 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
131,830
shares
|
$24 Million
14.75% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
131,706
shares
|
$24 Million
1.09% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
131,237
shares
|
$23.9 Million
0.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
130,921
shares
|
$23.8 Million
11.1% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
129,361
shares
|
$23.6 Million
0.74% of portfolio
|
Q2 2020
Added 7.86%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
127,848
shares
|
$23.3 Million
4.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
127,285
shares
|
$23.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
126,121
shares
|
$23 Million
18.91% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
124,759
shares
|
$22.7 Million
0.69% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
124,476
shares
|
$22.7 Million
0.05% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
124,183
shares
|
$22.6 Million
2.85% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
123,959
shares
|
$22.6 Million
5.92% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
123,192
shares
|
$22.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
122,826
shares
|
$22.4 Million
14.29% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
121,104
shares
|
$22.1 Million
2.27% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
120,302
shares
|
$21.9 Million
9.13% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
119,778
shares
|
$21.8 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
119,539
shares
|
$21.8 Million
7.44% of portfolio
|
Q4 2023
Added 293.35%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
118,945
shares
|
$21.7 Million
3.96% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
118,933
shares
|
$21.7 Million
0.07% of portfolio
|
Q3 2022
Added 1.92%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
118,448
shares
|
$21.6 Million
13.24% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
116,506
shares
|
$21.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
116,285
shares
|
$21.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.03%
|