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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
32,803
shares
|
$5.98 Million
1.35% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
32,738
shares
|
$5.96 Million
2.6% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
32,687
shares
|
$5.95 Million
0.23% of portfolio
|
Q3 2024
Added 117.25%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
32,457
shares
|
$5.91 Million
1.06% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
32,274
shares
|
$5.88 Million
3.1% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
32,263
shares
|
$5.88 Million
2.8% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
32,177
shares
|
$5.86 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
31,949
shares
|
$5.82 Million
1.96% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
31,921
shares
|
$5.81 Million
9.17% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
31,865
shares
|
$5.8 Million
1.7% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
31,791
shares
|
$5.79 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
31,512
shares
|
$5.74 Million
3.94% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
31,432
shares
|
$5.73 Million
5.07% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
31,309
shares
|
$5.7 Million
2.82% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
31,297
shares
|
$5.7 Million
0.5% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
31,252
shares
|
$5.69 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
31,136
shares
|
$5.67 Million
4.78% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
31,039
shares
|
$5.65 Million
0.11% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
30,973
shares
|
$5.64 Million
0.28% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
30,837
shares
|
$5.62 Million
0.18% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
30,820
shares
|
$5.61 Million
4.1% of portfolio
|
Q1 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,304
shares
|
$5.52 Million
0.95% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,291
shares
|
$5.52 Million
0.07% of portfolio
|
Q3 2024
Added 253.7%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
30,238
shares
|
$5.51 Million
2.29% of portfolio
|
Q4 2024
Added 0.12%
|