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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
5,500
shares
|
$1 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,493
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
5,480
shares
|
$998,182
0.13% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,474
shares
|
$997,089
0.06% of portfolio
|
Q3 2024
Added 34.1%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,472
shares
|
$996,724
1.92% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,411
shares
|
$985,613
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,397
shares
|
$983,063
0.24% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
5,395
shares
|
$982,699
0.42% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,374
shares
|
$978,874
0.19% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,342
shares
|
$973,045
0.05% of portfolio
|
Q2 2022
Added 12.51%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,334
shares
|
$971,588
0.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,320
shares
|
$969,038
0.38% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
5,311
shares
|
$967,398
0.57% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
5,307
shares
|
$966,670
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,307
shares
|
$966,670
0.15% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
5,303
shares
|
$965,941
0.06% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,300
shares
|
$965,395
1.32% of portfolio
|
Q3 2022
Added 1.92%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
5,298
shares
|
$965,030
0.49% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,292
shares
|
$963,937
0.25% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,283
shares
|
$962,298
0.06% of portfolio
|
Q3 2024
Reduced 82.41%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
5,268
shares
|
$959,566
0.25% of portfolio
|
Q4 2024
Reduced 28.45%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,255
shares
|
$957,198
0.15% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
5,238
shares
|
$954,101
0.11% of portfolio
|
Q2 2023
New holding
|