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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
13,064
shares
|
$2.38 Million
0.62% of portfolio
|
Q3 2024
Added 68.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
13,036
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
12,972
shares
|
$2.36 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,959
shares
|
$2.36 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,951
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
12,928
shares
|
$2.35 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,905
shares
|
$2.35 Million
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
12,868
shares
|
$2.34 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
12,856
shares
|
$2.34 Million
0.24% of portfolio
|
Q3 2024
Added 372.3%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,827
shares
|
$2.34 Million
0.18% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
12,816
shares
|
$2.33 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$2.33 Million
0.24% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
12,784
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
12,773
shares
|
$2.33 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
12,761
shares
|
$2.32 Million
1.11% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
12,749
shares
|
$2.32 Million
0.31% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,700
shares
|
$2.31 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
12,685
shares
|
$2.31 Million
1.37% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
12,649
shares
|
$2.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
12,523
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
12,523
shares
|
$2.28 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,479
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 75.78%
|