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 2,346 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
62,876
shares
|
$11.5 Million
0.92% of portfolio
|
Q3 2024
Added 272.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
62,768
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
62,046
shares
|
$11.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
61,927
shares
|
$11.3 Million
1.88% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
61,910
shares
|
$11.3 Million
3.05% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
61,685
shares
|
$11.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
61,452
shares
|
$11.2 Million
6.7% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
61,425
shares
|
$11.2 Million
0.27% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
61,395
shares
|
$11.2 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
61,294
shares
|
$11.2 Million
0.19% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
61,210
shares
|
$11.1 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
61,153
shares
|
$11.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
61,140
shares
|
$11.1 Million
0.83% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
61,067
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
60,957
shares
|
$11.1 Million
2.96% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
60,877
shares
|
$11.1 Million
1.54% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
60,859
shares
|
$11.1 Million
4.44% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
60,444
shares
|
$11 Million
6.8% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
60,355
shares
|
$11 Million
0.27% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
60,194
shares
|
$11 Million
1.7% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
59,883
shares
|
$10.9 Million
5.83% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
59,593
shares
|
$10.9 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
59,426
shares
|
$10.8 Million
0.39% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
59,423
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2024
Added 266.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
59,267
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|