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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,440
shares
|
$2.27 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
12,432
shares
|
$2.26 Million
0.6% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
12,320
shares
|
$2.24 Million
0.95% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
12,314
shares
|
$2.24 Million
0.2% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,312
shares
|
$2.24 Million
0.79% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
12,308
shares
|
$2.24 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,204
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
12,190
shares
|
$2.22 Million
1.11% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,119
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
12,050
shares
|
$2.19 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
11,935
shares
|
$2.17 Million
0.41% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,922
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11,906
shares
|
$2.17 Million
0.71% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
11,901
shares
|
$2.17 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
11,900
shares
|
$2.17 Million
0.93% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,884
shares
|
$2.16 Million
1.41% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
11,866
shares
|
$2.16 Million
1.57% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
11,843
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
11,842
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
11,719
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
11,698
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,687
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
11,686
shares
|
$2.13 Million
0.6% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
11,650
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,649
shares
|
$2.12 Million
0.21% of portfolio
|
Q3 2024
Added 36.92%
|