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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
76,445
shares
|
$13.9 Million
0.7% of portfolio
|
Q3 2024
Added 779.28%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
76,178
shares
|
$13.9 Million
4.63% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
76,125
shares
|
$13.9 Million
14.43% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
75,617
shares
|
$13.8 Million
1.24% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
75,158
shares
|
$13.7 Million
3.3% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
74,625
shares
|
$13.6 Million
0.97% of portfolio
|
Q2 2023
Added 4793.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
74,260
shares
|
$13.5 Million
0.43% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
74,241
shares
|
$13.5 Million
3.92% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
73,937
shares
|
$13.5 Million
5.21% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
73,638
shares
|
$13.4 Million
0.97% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
73,431
shares
|
$13.4 Million
1.31% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
72,742
shares
|
$13.2 Million
8.46% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
72,416
shares
|
$13.2 Million
13.75% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
72,037
shares
|
$13.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,540
shares
|
$13 Million
0.01% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
70,503
shares
|
$12.8 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
70,354
shares
|
$12.8 Million
0.3% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
69,167
shares
|
$12.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
69,131
shares
|
$12.6 Million
0.94% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
69,085
shares
|
$12.6 Million
0.9% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
69,034
shares
|
$12.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
68,711
shares
|
$12.5 Million
0.45% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
68,639
shares
|
$12.5 Million
6.76% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,430
shares
|
$12.5 Million
0.78% of portfolio
|
Q4 2022
Added 22.18%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
68,196
shares
|
$12.4 Million
2.3% of portfolio
|
Q3 2024
Reduced 1.02%
|