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 2,356 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
7,255
shares
|
$1.32 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
7,233
shares
|
$1.32 Million
0.85% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
7,224
shares
|
$1.32 Million
0.8% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
7,211
shares
|
$1.31 Million
0.75% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,158
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,157
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
7,153
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,140
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 1.42%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7,124
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
7,107
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
7,076
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,042
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
7,028
shares
|
$1.28 Million
0.81% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
7,016
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
7,009
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,004
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,990
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
6,960
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,941
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
6,940
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2023
Reduced 4.43%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
6,927
shares
|
$1.26 Million
0.68% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|