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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
513
shares
|
$93,442
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
492
shares
|
$89,617
0.01% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
473
shares
|
$86,156
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
456
shares
|
$83,060
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
455
shares
|
$82,878
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
450
shares
|
$81,967
0.02% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
446
shares
|
$81,238
0.02% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
442
shares
|
$80,510
0.01% of portfolio
|
Q1 2025
Added 452.5%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
414
shares
|
$75,410
0.02% of portfolio
|
Q1 2025
Added 1625.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
414
shares
|
$75,410
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
414
shares
|
$75,410
0.06% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
410
shares
|
$74,681
0.03% of portfolio
|
Q2 2023
New holding
|