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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,705
shares
|
$857,015
0.41% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
4,695
shares
|
$855,194
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,675
shares
|
$851,551
0.09% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,658
shares
|
$848,454
0.71% of portfolio
|
Q2 2022
Added 12.35%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,655
shares
|
$847,908
0.28% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,634
shares
|
$844,083
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,633
shares
|
$843,900
0.01% of portfolio
|
Q3 2024
Added 47.78%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,620
shares
|
$841,533
0.19% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
4,617
shares
|
$840,986
0.56% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,613
shares
|
$840,257
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
4,600
shares
|
$837,890
0.19% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
4,588
shares
|
$835,704
0.15% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
4,578
shares
|
$833,882
0.25% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,565
shares
|
$831,514
0.06% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,556
shares
|
$829,875
0.16% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,555
shares
|
$829,693
0.75% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,553
shares
|
$829,328
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,545
shares
|
$827,871
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,541
shares
|
$827,143
0.38% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,539
shares
|
$826,778
0.09% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
4,525
shares
|
$824,228
0.7% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
4,517
shares
|
$822,771
0.75% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
4,505
shares
|
$820,585
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
4,505
shares
|
$820,585
0.27% of portfolio
|
Q1 2023
Reduced 8.7%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,492
shares
|
$818,217
0.4% of portfolio
|
Q4 2024
Reduced 0.47%
|