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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
85,117
shares
|
$15.5 Million
3.37% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
84,665
shares
|
$15.4 Million
0.35% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
83,771
shares
|
$15.3 Million
0.31% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
83,239
shares
|
$15.2 Million
3.18% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
82,841
shares
|
$15.1 Million
1.11% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
82,589
shares
|
$15 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
82,093
shares
|
$15 Million
2.34% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
80,660
shares
|
$14.7 Million
7.45% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
80,611
shares
|
$14.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
80,358
shares
|
$14.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
79,455
shares
|
$14.5 Million
1.03% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
79,228
shares
|
$14.4 Million
0.64% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
79,154
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
79,065
shares
|
$14.4 Million
11.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
78,942
shares
|
$14.4 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
78,345
shares
|
$14.3 Million
4.69% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
78,226
shares
|
$14.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Nov 05, 2024 Q3 2024 |
78,051
shares
|
$14.2 Million
7.05% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
77,811
shares
|
$14.2 Million
8.65% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
77,250
shares
|
$14.1 Million
2.18% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
77,152
shares
|
$14.1 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
76,983
shares
|
$14 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
76,551
shares
|
$13.9 Million
13.78% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
76,523
shares
|
$13.9 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.47%
|