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 2,497 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
90,777
shares
|
$16.5 Million
1.49% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
90,777
shares
|
$16.5 Million
5.17% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
90,392
shares
|
$16.5 Million
5.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
89,914
shares
|
$16.4 Million
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
89,887
shares
|
$16.4 Million
7.39% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
89,117
shares
|
$16.2 Million
0.89% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
89,116
shares
|
$16.2 Million
16.24% of portfolio
|
Q4 2024
Reduced 45.88%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
88,789
shares
|
$16.2 Million
1.03% of portfolio
|
Q4 2024
Added 35.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
88,685
shares
|
$16.2 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
88,588
shares
|
$16.1 Million
5.74% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
88,129
shares
|
$16.1 Million
0.69% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
88,110
shares
|
$16 Million
2.06% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
87,346
shares
|
$15.9 Million
0.69% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
85,917
shares
|
$15.6 Million
5.23% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
85,284
shares
|
$15.5 Million
2.84% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
84,571
shares
|
$15.4 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
83,930
shares
|
$15.3 Million
2.75% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
83,239
shares
|
$15.2 Million
3.18% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
83,237
shares
|
$15.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
83,025
shares
|
$15.1 Million
1.5% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
82,350
shares
|
$15 Million
2.25% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
80,611
shares
|
$14.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
80,422
shares
|
$14.6 Million
0.46% of portfolio
|
Q4 2024
Added 1.51%
|