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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
50,039
shares
|
$9.11 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$9.11 Million
0.27% of portfolio
|
Q3 2024
Added 40.01%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
49,974
shares
|
$9.1 Million
4.05% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
49,672
shares
|
$9.05 Million
3.04% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
49,592
shares
|
$9.03 Million
1.31% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
49,435
shares
|
$9 Million
5.76% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
49,327
shares
|
$8.98 Million
0.16% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
48,888
shares
|
$8.9 Million
0.07% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
48,880
shares
|
$8.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
48,167
shares
|
$8.77 Million
2.9% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
48,113
shares
|
$8.76 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
47,941
shares
|
$8.73 Million
2.99% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
47,916
shares
|
$8.73 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
47,788
shares
|
$8.7 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
47,713
shares
|
$8.69 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
47,506
shares
|
$8.65 Million
1.13% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
47,122
shares
|
$8.58 Million
0.38% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
47,103
shares
|
$8.58 Million
6.67% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
46,962
shares
|
$8.55 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
46,868
shares
|
$8.54 Million
3.17% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
46,845
shares
|
$8.53 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
46,801
shares
|
$8.52 Million
0.27% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
46,708
shares
|
$8.51 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
46,489
shares
|
$8.47 Million
3.07% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
46,455
shares
|
$8.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.98%
|