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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
10,397
shares
|
$1.89 Million
0.3% of portfolio
|
Q3 2024
Added 2170.09%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
10,378
shares
|
$1.89 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,345
shares
|
$1.88 Million
0.52% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
10,326
shares
|
$1.88 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
10,321
shares
|
$1.88 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,310
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,304
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,297
shares
|
$1.88 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,243
shares
|
$1.87 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,243
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
10,225
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
10,222
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,200
shares
|
$1.86 Million
0.81% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,150
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2024
Added 106.26%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
10,131
shares
|
$1.85 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
10,109
shares
|
$1.84 Million
1.29% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,020
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,983
shares
|
$1.82 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,922
shares
|
$1.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
9,870
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
9,839
shares
|
$1.79 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,831
shares
|
$1.79 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
9,783
shares
|
$1.78 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
9,781
shares
|
$1.78 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.73%
|