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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
19,372
shares
|
$3.53 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
19,346
shares
|
$3.52 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
19,335
shares
|
$3.52 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
19,238
shares
|
$3.5 Million
2.63% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
19,220
shares
|
$3.5 Million
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
19,199
shares
|
$3.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
19,190
shares
|
$3.5 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
19,151
shares
|
$3.49 Million
1.19% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
19,142
shares
|
$3.49 Million
1.25% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
19,138
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
19,100
shares
|
$3.48 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
19,077
shares
|
$3.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
19,018
shares
|
$3.46 Million
0.68% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
19,009
shares
|
$3.46 Million
0.49% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
18,959
shares
|
$3.45 Million
2.18% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
18,941
shares
|
$3.45 Million
0.9% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,904
shares
|
$3.44 Million
0.55% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
18,783
shares
|
$3.42 Million
0.79% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
18,739
shares
|
$3.41 Million
0.94% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
18,632
shares
|
$3.39 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,603
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
18,584
shares
|
$3.39 Million
2.75% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
18,526
shares
|
$3.37 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
18,478
shares
|
$3.37 Million
4.41% of portfolio
|
Q3 2023
Reduced 8.79%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
18,476
shares
|
$3.37 Million
1.7% of portfolio
|
Q4 2024
Added 0.56%
|