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 2,498 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,666
shares
|
$303,461
0.24% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$303,461
0.02% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,665
shares
|
$303,279
0.09% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,665
shares
|
$303,279
0.18% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,664
shares
|
$303,097
0.1% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,651
shares
|
$300,729
0.02% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,648
shares
|
$300,183
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,637
shares
|
$298,179
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,633
shares
|
$297,450
0.02% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,632
shares
|
$297,268
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,632
shares
|
$297,268
0.01% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,629
shares
|
$296,722
0.03% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,624
shares
|
$295,811
0.2% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,623
shares
|
$295,629
0.2% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,622
shares
|
$295,447
0.2% of portfolio
|
Q1 2023
Reduced 22.5%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,621
shares
|
$295,265
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,618
shares
|
$294,718
0.27% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q1 2024
Added 25.27%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$291,986
0.0% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
1,600
shares
|
$291,440
0.16% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,600
shares
|
$291,440
0.46% of portfolio
|
Q4 2022
Added 110.8%
|