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 2,485 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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
410
shares
|
$74,681
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
409
shares
|
$74,499
0.02% of portfolio
|
Q1 2024
Added 99.51%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
400
shares
|
$72,860
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
393
shares
|
$71,584
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
392
shares
|
$71,402
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
371
shares
|
$67,577
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
351
shares
|
$63,934
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$63,752
0.04% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
346
shares
|
$63,023
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
341
shares
|
$62,113
0.01% of portfolio
|
Q4 2024
Reduced 40.8%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
339
shares
|
$61,748
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
336
shares
|
$61,202
0.0% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
325
shares
|
$59,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
321
shares
|
$58,470
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
321
shares
|
$58,470
0.01% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
320
shares
|
$58,288
0.0% of portfolio
|
Q4 2024
Added 15900.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
320
shares
|
$58,288
0.02% of portfolio
|
Q4 2024
Added 107.79%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
314
shares
|
$57,195
0.02% of portfolio
|
Q1 2022
Added 16.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
313
shares
|
$57,012
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
300
shares
|
$54,645
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
293
shares
|
$53,369
0.03% of portfolio
|
Q2 2024
Added 78.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
291
shares
|
$53,005
0.04% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
289
shares
|
$52,641
0.01% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
274
shares
|
$49,909
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
269
shares
|
$48,998
0.03% of portfolio
|
Q4 2024
Added 0.37%
|