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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15,001
shares
|
$2.73 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
14,970
shares
|
$2.73 Million
0.22% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
14,970
shares
|
$2.73 Million
1.97% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
14,904
shares
|
$2.71 Million
0.71% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14,821
shares
|
$2.7 Million
0.07% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
14,813
shares
|
$2.7 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,805
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,738
shares
|
$2.68 Million
0.21% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
14,700
shares
|
$2.68 Million
1.53% of portfolio
|
Q3 2024
Added 207.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
14,631
shares
|
$2.67 Million
0.21% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
14,609
shares
|
$2.66 Million
1.17% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,588
shares
|
$2.66 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
14,585
shares
|
$2.66 Million
1.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
14,526
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
14,458
shares
|
$2.63 Million
0.57% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,424
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,359
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.43%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
14,315
shares
|
$2.61 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
14,215
shares
|
$2.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
14,203
shares
|
$2.59 Million
0.35% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
14,127
shares
|
$2.57 Million
0.43% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
14,120
shares
|
$2.57 Million
1.39% of portfolio
|
Q4 2024
Added 134.43%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,084
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.0%
|