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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
9,764
shares
|
$1.78 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
9,763
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
9,738
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
9,722
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
9,703
shares
|
$1.77 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,645
shares
|
$1.76 Million
0.55% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,579
shares
|
$1.74 Million
0.88% of portfolio
|
Q2 2022
Reduced 2.0%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,571
shares
|
$1.74 Million
0.33% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
9,365
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,353
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,323
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2023
Reduced 16.68%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
9,297
shares
|
$1.69 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,260
shares
|
$1.69 Million
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
9,252
shares
|
$1.69 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,233
shares
|
$1.68 Million
0.67% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
9,212
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
9,210
shares
|
$1.68 Million
1.78% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
9,190
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,167
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,162
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,104
shares
|
$1.66 Million
0.46% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
9,065
shares
|
$1.65 Million
0.86% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,035
shares
|
$1.65 Million
0.18% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,019
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$1.64 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.52%
|