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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,571
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,567
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,524
shares
|
$1.19 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,515
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,508
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
6,489
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,479
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2022
Reduced 16.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,427
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,388
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
6,376
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
6,375
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,369
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2024
Added 38.07%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,349
shares
|
$1.16 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,336
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,326
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,320
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,316
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,304
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
6,292
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
6,287
shares
|
$1.15 Million
0.75% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
6,285
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
6,284
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
6,284
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,275
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2024
Added 72.91%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
6,263
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2024
Added 11.54%
|