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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
112
shares
|
$20,400
0.01% of portfolio
|
Q2 2023
Reduced 30.86%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
112
shares
|
$20,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
111
shares
|
$20,218
0.01% of portfolio
|
Q4 2024
Reduced 66.96%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
107
shares
|
$19,490
0.0% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
107
shares
|
$19,490
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
107
shares
|
$19,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
106
shares
|
$19,307
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
103
shares
|
$18,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
103
shares
|
$18,761
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
100
shares
|
$18,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
100
shares
|
$18,215
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$18,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
100
shares
|
$18,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
92
shares
|
$16,757
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
90
shares
|
$16,393
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
88
shares
|
$16,029
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
81
shares
|
$14,754
0.0% of portfolio
|
Q4 2024
Added 161.29%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
81
shares
|
$14,754
0.01% of portfolio
|
Q2 2024
Added 102.5%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
78
shares
|
$14,207
0.01% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
69
shares
|
$12,568
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
63
shares
|
$11,475
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
63
shares
|
$11,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
60
shares
|
$10,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
60
shares
|
$10,929
0.01% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
58
shares
|
$10,564
0.01% of portfolio
|
Q1 2025
Reduced 83.48%
|