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 |
---|---|---|---|---|---|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
22,068
shares
|
$4.02 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
22,041
shares
|
$4.01 Million
0.97% of portfolio
|
Q1 2024
Added 1.64%
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
22,035
shares
|
$4.01 Million
1.58% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
21,900
shares
|
$3.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,786
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,695
shares
|
$3.95 Million
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
21,663
shares
|
$3.95 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
21,639
shares
|
$3.94 Million
2.26% of portfolio
|
Q3 2024
Added 1.96%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
21,335
shares
|
$3.89 Million
0.7% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
21,241
shares
|
$3.87 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
21,240
shares
|
$3.87 Million
2.45% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
21,159
shares
|
$3.85 Million
1.35% of portfolio
|
Q4 2024
Added 1.55%
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
21,087
shares
|
$3.84 Million
3.41% of portfolio
|
Q2 2024
Added 0.52%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
21,037
shares
|
$3.83 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
20,920
shares
|
$3.81 Million
0.89% of portfolio
|
Q4 2024
Added 0.03%
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,901
shares
|
$3.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
20,675
shares
|
$3.77 Million
0.59% of portfolio
|
Q4 2024
Added 0.51%
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
20,652
shares
|
$3.76 Million
0.41% of portfolio
|
Q4 2024
Added 16.8%
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$3.75 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
20,560
shares
|
$3.75 Million
0.64% of portfolio
|
Q4 2024
Added 127.01%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
20,553
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2024
Added 5.41%
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
20,543
shares
|
$3.74 Million
0.92% of portfolio
|
Q3 2024
Added 4.35%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
20,539
shares
|
$3.74 Million
2.37% of portfolio
|
Q3 2024
Added 1.21%
|