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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
6,873
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
6,865
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
6,855
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,844
shares
|
$1.25 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
6,840
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
6,838
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
6,831
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
6,811
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
6,804
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,797
shares
|
$1.24 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,763
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,762
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
6,761
shares
|
$1.23 Million
0.61% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
6,730
shares
|
$1.23 Million
0.79% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
6,718
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
6,699
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
6,674
shares
|
$1.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
6,626
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,610
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
6,601
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
6,583
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 1.72%
|