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 2,536 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
128,913
shares
|
$23.5 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
128,383
shares
|
$23.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
128,327
shares
|
$23.4 Million
4.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
127,619
shares
|
$23.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
126,165
shares
|
$23 Million
15.72% of portfolio
|
Q1 2025
Added 2.72%
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
125,685
shares
|
$22.9 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
125,616
shares
|
$22.9 Million
2.89% of portfolio
|
Q1 2025
Added 1.15%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
124,300
shares
|
$22.6 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
124,068
shares
|
$22.6 Million
19.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
122,901
shares
|
$22.4 Million
6.34% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
122,400
shares
|
$22.3 Million
9.52% of portfolio
|
Q1 2025
Added 1.74%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
119,596
shares
|
$21.8 Million
1.26% of portfolio
|
Q1 2025
Added 21.46%
|
|
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.
|
Apr 10, 2025 Q1 2025 |
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%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
118,823
shares
|
$21.6 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
117,943
shares
|
$21.5 Million
1.09% of portfolio
|
Q1 2025
Added 1.23%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
116,244
shares
|
$21.2 Million
1.28% of portfolio
|
Q1 2025
Added 1.83%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
116,204
shares
|
$21.2 Million
7.75% of portfolio
|
Q4 2023
Added 6.21%
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
115,398
shares
|
$21 Million
1.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
114,898
shares
|
$20.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
113,749
shares
|
$20.7 Million
0.58% of portfolio
|
Q1 2025
Added 2.43%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
113,284
shares
|
$20.6 Million
4.16% of portfolio
|
Q1 2025
Added 2.14%
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
112,352
shares
|
$20.5 Million
18.21% of portfolio
|
Q4 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
111,626
shares
|
$20.3 Million
0.02% of portfolio
|
Q1 2025
Added 304.16%
|