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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
674
shares
|
$122,769
0.01% of portfolio
|
Q1 2025
Reduced 74.29%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
653
shares
|
$118,943
0.01% of portfolio
|
Q1 2025
Reduced 85.3%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
652
shares
|
$118,761
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
630
shares
|
$114,754
0.06% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
627
shares
|
$114,208
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
624
shares
|
$113,661
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
605
shares
|
$110,200
0.01% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
598
shares
|
$108,925
0.03% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
593
shares
|
$108,014
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
590
shares
|
$107,468
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
586
shares
|
$106,739
0.02% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
571
shares
|
$104,007
0.0% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
557
shares
|
$101,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
540
shares
|
$98,361
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
537
shares
|
$97,814
0.02% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
534
shares
|
$97,268
0.01% of portfolio
|
Q3 2023
Added 136.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
525
shares
|
$95,628
0.04% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
520
shares
|
$94,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
519
shares
|
$94,535
0.0% of portfolio
|
Q1 2025
Added 779.66%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|