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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,938
shares
|
$899,456
0.01% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,928
shares
|
$897,635
0.26% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
4,926
shares
|
$897,270
0.17% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,908
shares
|
$893,992
0.21% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,901
shares
|
$892,717
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
4,897
shares
|
$891,988
0.01% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,876
shares
|
$888,163
0.08% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,866
shares
|
$886,341
0.42% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,821
shares
|
$878,145
0.35% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
4,817
shares
|
$877,416
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,814
shares
|
$876,870
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,813
shares
|
$876,687
0.06% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$875,777
0.1% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,798
shares
|
$873,955
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,795
shares
|
$873,409
0.13% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,795
shares
|
$873,409
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$872,680
0.04% of portfolio
|
Q3 2023
Reduced 26.99%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,780
shares
|
$870,677
0.16% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,747
shares
|
$864,666
0.57% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,746
shares
|
$864,483
0.43% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,744
shares
|
$864,119
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
4,740
shares
|
$863,391
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,735
shares
|
$862,480
0.65% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$860,658
0.05% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,705
shares
|
$857,015
0.41% of portfolio
|
Q4 2024
Added 0.21%
|