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 |
|---|---|---|---|---|---|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
1,210
shares
|
$220,401
0.08% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,208
shares
|
$220,037
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,205
shares
|
$219,490
0.22% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,205
shares
|
$219,490
0.17% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
1,205
shares
|
$219,490
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
1,204
shares
|
$219,308
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
1,202
shares
|
$218,944
0.05% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
1,201
shares
|
$218,762
0.16% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
1,201
shares
|
$218,762
0.16% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
1,200
shares
|
$218,580
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,198
shares
|
$218,215
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,197
shares
|
$218,033
0.01% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,197
shares
|
$218,033
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
1,197
shares
|
$218,033
0.12% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
1,195
shares
|
$217,669
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
1,190
shares
|
$216,758
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,190
shares
|
$216,758
0.05% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,187
shares
|
$216,212
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,184
shares
|
$215,665
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,183
shares
|
$215,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
1,180
shares
|
$214,937
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
1,179
shares
|
$214,754
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,176
shares
|
$214,208
0.05% of portfolio
|
Q1 2024
Reduced 44.05%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
1,174
shares
|
$213,844
0.03% of portfolio
|
Q4 2024
Reduced 25.41%
|