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 2,307 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
94,026
shares
|
$17.1 Million
0.62% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
93,067
shares
|
$17 Million
2.18% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
92,943
shares
|
$16.9 Million
0.21% of portfolio
|
Q3 2024
Added 19.66%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,601
shares
|
$16.9 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
92,293
shares
|
$16.8 Million
0.2% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
92,034
shares
|
$16.8 Million
1.62% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
91,966
shares
|
$16.8 Million
24.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
91,709
shares
|
$16.7 Million
1.38% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
91,246
shares
|
$16.6 Million
5.16% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
91,211
shares
|
$16.6 Million
2.88% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
90,788
shares
|
$16.5 Million
3.19% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
90,539
shares
|
$16.5 Million
6.1% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
89,891
shares
|
$16.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
89,558
shares
|
$16.3 Million
0.48% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
89,528
shares
|
$16.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
89,191
shares
|
$16.2 Million
7.42% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
89,117
shares
|
$16.2 Million
0.89% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
88,588
shares
|
$16.1 Million
5.74% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
88,110
shares
|
$16 Million
2.06% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
87,945
shares
|
$16 Million
4.69% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
87,782
shares
|
$16 Million
0.77% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
87,346
shares
|
$15.9 Million
0.69% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
86,022
shares
|
$15.7 Million
0.57% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
85,665
shares
|
$15.6 Million
5.13% of portfolio
|
Q3 2024
Added 159.17%
|