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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,550
shares
|
$282,332
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,549
shares
|
$282,150
0.04% of portfolio
|
Q1 2025
Added 34.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,545
shares
|
$281,421
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,544
shares
|
$281,239
0.02% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,542
shares
|
$280,875
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,541
shares
|
$280,693
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
1,540
shares
|
$280,511
0.14% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,540
shares
|
$280,511
0.08% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,540
shares
|
$280,511
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
1,535
shares
|
$279,600
0.08% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,528
shares
|
$278,325
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,528
shares
|
$278,325
0.02% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,528
shares
|
$278,325
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,524
shares
|
$277,596
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,523
shares
|
$277,414
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,522
shares
|
$277,232
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
1,521
shares
|
$277,050
0.09% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
1,521
shares
|
$277,050
0.07% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
1,517
shares
|
$276,321
0.02% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,516
shares
|
$276,139
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,515
shares
|
$275,957
0.0% of portfolio
|
Q4 2022
Reduced 14.84%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
1,510
shares
|
$275,046
0.13% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
1,506
shares
|
$274,317
0.2% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
1,504
shares
|
$273,953
0.06% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
1,501
shares
|
$273,407
0.1% of portfolio
|
Q4 2024
Added 0.07%
|