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 2,371 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
40,430
shares
|
$7.36 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,376
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Added 5.75%
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
40,285
shares
|
$7.34 Million
0.02% of portfolio
|
Q4 2024
Added 17.92%
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
40,259
shares
|
$7.33 Million
7.18% of portfolio
|
Q4 2024
New holding
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
40,107
shares
|
$7.31 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
39,955
shares
|
$7.28 Million
0.01% of portfolio
|
Q3 2024
Added 15.69%
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
39,753
shares
|
$7.24 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
39,706
shares
|
$7.23 Million
4.71% of portfolio
|
Q2 2024
Added 1.01%
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,559
shares
|
$7.21 Million
0.07% of portfolio
|
Q3 2024
Added 22.8%
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
39,456
shares
|
$7.19 Million
2.81% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
39,366
shares
|
$7.17 Million
1.17% of portfolio
|
Q3 2024
Added 97.92%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
39,223
shares
|
$7.14 Million
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
39,162
shares
|
$7.13 Million
0.09% of portfolio
|
Q3 2024
Added 2.5%
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
39,041
shares
|
$7.11 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
38,973
shares
|
$7.1 Million
0.05% of portfolio
|
Q3 2024
Added 103.67%
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
38,847
shares
|
$7.08 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,730
shares
|
$7.05 Million
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
38,533
shares
|
$7.02 Million
0.56% of portfolio
|
Q3 2024
Added 31.9%
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
38,390
shares
|
$6.99 Million
0.05% of portfolio
|
Q3 2024
Added 1.73%
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Jan 17, 2025 Q4 2024 |
38,346
shares
|
$6.98 Million
5.59% of portfolio
|
Q4 2024
New holding
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|