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 2,371 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
43,930
shares
|
$8 Million
1.51% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
43,926
shares
|
$8 Million
2.89% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
43,491
shares
|
$7.92 Million
1.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
43,404
shares
|
$7.91 Million
2.39% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
43,303
shares
|
$7.89 Million
0.49% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
43,042
shares
|
$7.84 Million
0.09% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
42,868
shares
|
$7.81 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
42,864
shares
|
$7.81 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
42,712
shares
|
$7.78 Million
3.63% of portfolio
|
Q3 2024
Added 99.64%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
42,692
shares
|
$7.78 Million
4.67% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
42,615
shares
|
$7.76 Million
4.61% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
42,607
shares
|
$7.76 Million
2.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
42,243
shares
|
$7.69 Million
6.34% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,206
shares
|
$7.69 Million
3.22% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
42,014
shares
|
$7.65 Million
0.03% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
41,971
shares
|
$7.65 Million
5.12% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
41,907
shares
|
$7.63 Million
4.11% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
41,796
shares
|
$7.61 Million
0.16% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
41,745
shares
|
$7.6 Million
0.29% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
41,207
shares
|
$7.51 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
41,207
shares
|
$7.51 Million
0.37% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
40,733
shares
|
$7.42 Million
5.59% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
40,635
shares
|
$7.4 Million
2.74% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
40,583
shares
|
$7.39 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.4%
|