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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
18,430
shares
|
$3.36 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
18,422
shares
|
$3.36 Million
0.84% of portfolio
|
Q3 2024
Added 62.11%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
18,351
shares
|
$3.34 Million
3.85% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
18,327
shares
|
$3.34 Million
0.61% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
18,304
shares
|
$3.33 Million
0.81% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
18,266
shares
|
$3.33 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,251
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2024
Added 413.39%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
18,242
shares
|
$3.32 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
18,200
shares
|
$3.32 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
18,188
shares
|
$3.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 67.3%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
18,187
shares
|
$3.31 Million
2.53% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
18,162
shares
|
$3.31 Million
2.57% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
18,121
shares
|
$3.3 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
18,116
shares
|
$3.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,111
shares
|
$3.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
18,061
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
17,957
shares
|
$3.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
17,920
shares
|
$3.26 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,862
shares
|
$3.25 Million
1.69% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
17,815
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
17,698
shares
|
$3.22 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
17,668
shares
|
$3.22 Million
1.05% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
17,644
shares
|
$3.21 Million
1.22% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
17,585
shares
|
$3.2 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
17,580
shares
|
$3.2 Million
2.41% of portfolio
|
Q4 2024
Reduced 2.55%
|