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 2,356 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
1,888
shares
|
$343,899
0.09% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,879
shares
|
$342,259
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,874
shares
|
$341,349
0.16% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,873
shares
|
$341,166
0.14% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,870
shares
|
$340,620
0.15% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
1,870
shares
|
$340,620
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,869
shares
|
$340,438
0.02% of portfolio
|
Q4 2023
Reduced 5.89%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
1,863
shares
|
$339,345
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,862
shares
|
$339,163
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,860
shares
|
$338,799
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,856
shares
|
$338,070
0.02% of portfolio
|
Q4 2022
Added 2.77%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,854
shares
|
$337,706
0.12% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
1,853
shares
|
$337,523
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,853
shares
|
$337,523
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,853
shares
|
$337,523
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,851
shares
|
$337,159
0.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
1,847
shares
|
$336,431
0.24% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
1,838
shares
|
$334,791
0.08% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
1,837
shares
|
$334,609
0.11% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,836
shares
|
$334,427
0.1% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,834
shares
|
$334,063
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
1,833
shares
|
$333,880
0.18% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,833
shares
|
$333,880
0.04% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,830
shares
|
$333,334
0.34% of portfolio
|
Q1 2022
Reduced 3.38%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,830
shares
|
$333,334
0.03% of portfolio
|
Q4 2024
Added 30.71%
|