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 |
---|---|---|---|---|---|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
27,605
shares
|
$5.03 Million
2.23% of portfolio
|
Q4 2024
Added 0.28%
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
27,535
shares
|
$5.02 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,316
shares
|
$4.98 Million
1.56% of portfolio
|
Q3 2024
Added 0.23%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,271
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,221
shares
|
$4.96 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,094
shares
|
$4.94 Million
0.1% of portfolio
|
Q4 2024
Added 140.47%
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
27,000
shares
|
$4.92 Million
1.76% of portfolio
|
Q4 2024
Added 1.26%
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
26,959
shares
|
$4.91 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
26,938
shares
|
$4.91 Million
5.1% of portfolio
|
Q4 2024
New holding
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
26,895
shares
|
$4.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
26,485
shares
|
$4.82 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
26,412
shares
|
$4.81 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
26,183
shares
|
$4.77 Million
0.39% of portfolio
|
Q4 2024
Added 0.28%
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
26,133
shares
|
$4.76 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
26,126
shares
|
$4.76 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
26,066
shares
|
$4.75 Million
0.32% of portfolio
|
Q4 2024
Added 81.37%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
25,968
shares
|
$4.73 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
25,946
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
25,906
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
25,767
shares
|
$4.69 Million
0.26% of portfolio
|
Q4 2024
Added 2.36%
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
25,629
shares
|
$4.67 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
25,553
shares
|
$4.65 Million
1.62% of portfolio
|
Q3 2024
Added 1.14%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
25,414
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 4.4%
|