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 |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
1,122
shares
|
$204,372
0.05% of portfolio
|
Q1 2025
Reduced 60.2%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,120
shares
|
$204,008
0.03% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
1,118
shares
|
$203,643
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
1,117
shares
|
$203,461
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
1,113
shares
|
$202,732
0.17% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,111
shares
|
$202,368
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
1,103
shares
|
$200,911
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,100
shares
|
$200,365
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,100
shares
|
$200,365
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
1,095
shares
|
$199,454
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
1,094
shares
|
$199,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,094
shares
|
$199,272
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,093
shares
|
$199,089
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
1,090
shares
|
$198,543
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
1,088
shares
|
$198,179
0.03% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
1,085
shares
|
$197,632
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
1,083
shares
|
$197,268
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
1,077
shares
|
$196,175
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,073
shares
|
$195,446
0.0% of portfolio
|
Q1 2025
Reduced 45.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,071
shares
|
$195,082
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,067
shares
|
$194,354
0.03% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
1,067
shares
|
$194,354
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,060
shares
|
$193,079
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,060
shares
|
$193,079
0.02% of portfolio
|
Q4 2024
Reduced 23.52%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,059
shares
|
$192,896
0.1% of portfolio
|
Q3 2024
New holding
|