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 2,498 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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
1,318,508
shares
|
$240 Million
17.91% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,265,608
shares
|
$231 Million
0.58% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,252,651
shares
|
$228 Million
0.46% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,208,325
shares
|
$220 Million
2.93% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,201,685
shares
|
$219 Million
10.02% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,103,362
shares
|
$201 Million
0.2% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,038,825
shares
|
$189 Million
0.2% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,035,805
shares
|
$189 Million
0.55% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
956,479
shares
|
$174 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
951,430
shares
|
$173 Million
6.3% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
940,624
shares
|
$171 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
929,219
shares
|
$169 Million
1.28% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
923,630
shares
|
$168 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
897,884
shares
|
$164 Million
0.59% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
860,651
shares
|
$157 Million
0.15% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$156 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
848,328
shares
|
$155 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
847,817
shares
|
$154 Million
0.34% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
840,124
shares
|
$153 Million
2.41% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
824,991
shares
|
$150 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
804,288
shares
|
$147 Million
5.91% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
760,920
shares
|
$139 Million
0.02% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
747,736
shares
|
$136 Million
8.21% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
698,272
shares
|
$127 Million
0.35% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
670,077
shares
|
$122 Million
5.23% of portfolio
|
Q4 2024
Reduced 0.57%
|