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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
257,932
shares
|
$47 Million
3.3% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
255,257
shares
|
$46.5 Million
7.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
252,834
shares
|
$46.1 Million
3.41% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
249,917
shares
|
$45.5 Million
3.38% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
248,418
shares
|
$45.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 10.41%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
245,954
shares
|
$44.8 Million
5.42% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
237,734
shares
|
$43.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
233,700
shares
|
$42.6 Million
6.9% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
232,465
shares
|
$42.3 Million
4.8% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
231,253
shares
|
$42.1 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$42.1 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
229,878
shares
|
$41.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
226,849
shares
|
$41.3 Million
14.22% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
223,342
shares
|
$40.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.4 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
219,369
shares
|
$40 Million
0.02% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.9 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
210,531
shares
|
$38.3 Million
7.14% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
209,843
shares
|
$38.2 Million
5.62% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
208,730
shares
|
$38 Million
46.21% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
206,358
shares
|
$37.6 Million
10.42% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
203,557
shares
|
$37.1 Million
10.98% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
203,026
shares
|
$37 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
202,203
shares
|
$36.8 Million
0.09% of portfolio
|
Q4 2024
Added 6.25%
|