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 |
|---|---|---|---|---|---|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
23,816
shares
|
$4.34 Million
0.34% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
23,800
shares
|
$4.34 Million
0.65% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,720
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
23,717
shares
|
$4.32 Million
2.53% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,625
shares
|
$4.3 Million
0.26% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
23,596
shares
|
$4.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,399
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
23,243
shares
|
$4.23 Million
1.9% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
23,066
shares
|
$4.2 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,999
shares
|
$4.19 Million
0.49% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
22,943
shares
|
$4.18 Million
1.28% of portfolio
|
Q3 2024
Added 195.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,895
shares
|
$4.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
22,893
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
22,851
shares
|
$4.16 Million
3.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
22,777
shares
|
$4.15 Million
1.67% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
22,723
shares
|
$4.14 Million
0.67% of portfolio
|
Q4 2024
Added 56.87%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
22,705
shares
|
$4.14 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
22,611
shares
|
$4.12 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
22,432
shares
|
$4.09 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
22,426
shares
|
$4.08 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
22,329
shares
|
$4.07 Million
2.09% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
22,298
shares
|
$4.06 Million
2.93% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
22,280
shares
|
$4.06 Million
0.77% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
22,206
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
Added 18.41%
|