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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
16,366
shares
|
$2.98 Million
2.38% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
16,297
shares
|
$2.97 Million
0.1% of portfolio
|
Q4 2024
Added 24.27%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
16,240
shares
|
$2.96 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
16,120
shares
|
$2.94 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
15,990
shares
|
$2.91 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
15,925
shares
|
$2.9 Million
0.36% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
15,903
shares
|
$2.9 Million
0.05% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$2.87 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
15,548
shares
|
$2.83 Million
1.08% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
15,467
shares
|
$2.82 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
15,450
shares
|
$2.81 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
15,441
shares
|
$2.81 Million
1.31% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
15,439
shares
|
$2.81 Million
0.15% of portfolio
|
Q3 2024
Added 193.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,380
shares
|
$2.8 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,328
shares
|
$2.79 Million
0.83% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,321
shares
|
$2.79 Million
0.1% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,321
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
15,308
shares
|
$2.79 Million
1.26% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,297
shares
|
$2.79 Million
1.15% of portfolio
|
Q3 2024
Added 1159.01%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
15,260
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,120
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 769.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
15,095
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
15,081
shares
|
$2.75 Million
2.06% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,078
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 32.7%
|