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 |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
29,763
shares
|
$5.42 Million
4.73% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29,641
shares
|
$5.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
29,557
shares
|
$5.38 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
29,414
shares
|
$5.36 Million
1.51% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
29,402
shares
|
$5.36 Million
0.86% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
29,371
shares
|
$5.35 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,348
shares
|
$5.35 Million
0.43% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
29,275
shares
|
$5.33 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
29,266
shares
|
$5.33 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,238
shares
|
$5.33 Million
0.28% of portfolio
|
Q3 2022
Added 71.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
29,203
shares
|
$5.32 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,950
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
28,944
shares
|
$5.27 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
28,897
shares
|
$5.26 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
28,893
shares
|
$5.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
28,854
shares
|
$5.26 Million
4.1% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
28,786
shares
|
$5.24 Million
2.53% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,740
shares
|
$5.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,659
shares
|
$5.22 Million
0.17% of portfolio
|
Q4 2024
Added 26.61%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
28,498
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
28,294
shares
|
$5.15 Million
3.47% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,210
shares
|
$5.14 Million
2.04% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
28,138
shares
|
$5.13 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
27,704
shares
|
$5.05 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
27,697
shares
|
$5.05 Million
4.35% of portfolio
|
Q4 2022
Reduced 0.84%
|