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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,057
shares
|
$2.56 Million
0.14% of portfolio
|
Q4 2024
Added 30.99%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
14,045
shares
|
$2.56 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,985
shares
|
$2.55 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
13,984
shares
|
$2.55 Million
2.43% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,963
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,954
shares
|
$2.54 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
13,900
shares
|
$2.53 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
13,898
shares
|
$2.53 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
13,859
shares
|
$2.52 Million
0.98% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
13,825
shares
|
$2.52 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
13,820
shares
|
$2.52 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
13,775
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,655
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,623
shares
|
$2.48 Million
0.26% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
13,615
shares
|
$2.48 Million
0.6% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
13,493
shares
|
$2.46 Million
2.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,395
shares
|
$2.44 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,380
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,380
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,362
shares
|
$2.43 Million
0.14% of portfolio
|
Q2 2022
Reduced 7.51%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,361
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,318
shares
|
$2.43 Million
0.2% of portfolio
|
Q4 2024
Added 101.85%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
13,207
shares
|
$2.41 Million
1.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,188
shares
|
$2.4 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
13,114
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Added 15.5%
|