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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,236
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
6,231
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 16.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,216
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
6,214
shares
|
$1.13 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,212
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
6,210
shares
|
$1.13 Million
1.65% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,187
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,172
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2022
Added 2.17%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
6,154
shares
|
$1.12 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
6,150
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,138
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 92.23%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,117
shares
|
$1.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
6,111
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,093
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
6,092
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
6,083
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
6,072
shares
|
$1.11 Million
1.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
6,040
shares
|
$1.1 Million
0.69% of portfolio
|
Q2 2021
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,026
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,024
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,018
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,001
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,985
shares
|
$1.09 Million
0.65% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
New holding
|