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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,663
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
5,652
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,648
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,647
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
5,623
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,622
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,620
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,613
shares
|
$1.02 Million
0.45% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
5,604
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,599
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,596
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Added 52.85%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,581
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,578
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
5,567
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,561
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
5,561
shares
|
$1.01 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
5,558
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
5,548
shares
|
$1.01 Million
0.46% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,544
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,542
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2023
Reduced 20.44%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,542
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 78.2%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
5,539
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
5,538
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
5,509
shares
|
$1 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,507
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Added 13.48%
|