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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
266
shares
|
$48,451
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
265
shares
|
$48,269
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
261
shares
|
$47,541
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
261
shares
|
$47,541
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
258
shares
|
$46,994
0.02% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
251
shares
|
$45,719
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$45,537
0.04% of portfolio
|
Q1 2019
Reduced 0.79%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$45,537
0.04% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$45,173
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
245
shares
|
$44,626
0.0% of portfolio
|
Q4 2023
Reduced 71.18%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
243
shares
|
$44,262
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
231
shares
|
$42,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
230
shares
|
$41,894
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
222
shares
|
$40,437
0.03% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
220
shares
|
$40,073
0.0% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
220
shares
|
$40,073
0.02% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
219
shares
|
$39,890
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
217
shares
|
$39,526
0.01% of portfolio
|
Q4 2024
Added 244.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
209
shares
|
$38,069
0.0% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
208
shares
|
$37,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
201
shares
|
$36,612
0.01% of portfolio
|
Q3 2023
Reduced 29.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$36,430
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
199
shares
|
$36,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
196
shares
|
$35,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
192
shares
|
$34,972
0.02% of portfolio
|
Q1 2024
Added 25.49%
|