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 |
|---|---|---|---|---|---|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
4,196
shares
|
$764,301
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.05% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.51% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$758,836
0.03% of portfolio
|
Q3 2024
Added 83.2%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,165
shares
|
$758,654
0.11% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,120
shares
|
$750,458
0.06% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
4,118
shares
|
$750,093
0.21% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,116
shares
|
$749,729
0.16% of portfolio
|
Q4 2024
Reduced 43.76%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
4,108
shares
|
$748,272
0.45% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,108
shares
|
$748,272
0.27% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,100
shares
|
$746,815
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
4,084
shares
|
$743,900
0.2% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$742,079
0.28% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,069
shares
|
$741,168
0.07% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,066
shares
|
$740,621
0.17% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,065
shares
|
$740,439
0.11% of portfolio
|
Q4 2024
Added 701.78%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
4,044
shares
|
$736,614
0.13% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
4,028
shares
|
$733,700
0.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,028
shares
|
$733,700
1.1% of portfolio
|
Q4 2023
Reduced 9.46%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
4,024
shares
|
$732,971
0.08% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
4,004
shares
|
$729,328
0.04% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,992
shares
|
$727,142
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,973
shares
|
$723,681
0.25% of portfolio
|
Q3 2024
Added 44.68%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
3,967
shares
|
$722,589
0.09% of portfolio
|
Q4 2024
Reduced 36.4%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,952
shares
|
$719,856
0.06% of portfolio
|
Q4 2024
Added 81.28%
|