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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
37,621
shares
|
$6.85 Million
1.28% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
37,500
shares
|
$6.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
37,439
shares
|
$6.82 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
37,432
shares
|
$6.82 Million
1.68% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
37,115
shares
|
$6.76 Million
2.06% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
37,036
shares
|
$6.75 Million
2.3% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
36,736
shares
|
$6.69 Million
0.64% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
36,685
shares
|
$6.68 Million
0.64% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
36,603
shares
|
$6.67 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
36,491
shares
|
$6.65 Million
4.92% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,222
shares
|
$6.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
36,205
shares
|
$6.59 Million
2.71% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
36,191
shares
|
$6.59 Million
0.69% of portfolio
|
Q4 2024
Added 29.88%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
35,895
shares
|
$6.54 Million
0.28% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
35,842
shares
|
$6.53 Million
0.49% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
35,609
shares
|
$6.49 Million
2.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
35,575
shares
|
$6.48 Million
0.26% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
35,443
shares
|
$6.46 Million
1.31% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
35,299
shares
|
$6.43 Million
5.6% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
35,249
shares
|
$6.42 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
35,033
shares
|
$6.38 Million
2.91% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
34,951
shares
|
$6.37 Million
4.26% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,910
shares
|
$6.36 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,580
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2023
Added 2.38%
|