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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
25,414
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
25,351
shares
|
$4.62 Million
0.94% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,319
shares
|
$4.61 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
25,278
shares
|
$4.6 Million
1.33% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
25,074
shares
|
$4.57 Million
1.54% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
25,072
shares
|
$4.57 Million
1.83% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
24,983
shares
|
$4.55 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
24,887
shares
|
$4.53 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
24,691
shares
|
$4.5 Million
2.82% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
24,644
shares
|
$4.49 Million
0.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
24,527
shares
|
$4.47 Million
2.35% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
24,526
shares
|
$4.47 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
24,339
shares
|
$4.43 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
24,205
shares
|
$4.41 Million
1.46% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
24,190
shares
|
$4.41 Million
1.05% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
24,105
shares
|
$4.39 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
24,101
shares
|
$4.39 Million
0.15% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,025
shares
|
$4.38 Million
0.42% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
24,009
shares
|
$4.37 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,943
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Added 108.94%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
23,938
shares
|
$4.36 Million
0.7% of portfolio
|
Q3 2022
Added 209.48%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
23,925
shares
|
$4.36 Million
3.87% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
23,857
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
23,844
shares
|
$4.34 Million
0.98% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
23,831
shares
|
$4.34 Million
0.45% of portfolio
|
Q4 2023
New holding
|