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 |
---|---|---|---|---|---|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
3,952
shares
|
$719,856
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,943
shares
|
$718,217
0.08% of portfolio
|
Q2 2023
Added 7.79%
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,941
shares
|
$717,853
0.12% of portfolio
|
Q2 2024
Added 110.3%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
3,922
shares
|
$714,392
0.23% of portfolio
|
Q3 2024
Added 9.95%
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$712,752
0.27% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$710,385
0.04% of portfolio
|
Q4 2022
Added 71.05%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,878
shares
|
$706,377
0.04% of portfolio
|
Q2 2022
Reduced 20.17%
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
3,877
shares
|
$706,195
0.88% of portfolio
|
Q4 2024
Added 1.23%
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,874
shares
|
$705,649
0.14% of portfolio
|
Q3 2024
Added 7.55%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,873
shares
|
$705,466
0.06% of portfolio
|
Q3 2024
Added 11.97%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$704,920
0.03% of portfolio
|
Q3 2024
Added 46.59%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,863
shares
|
$703,645
0.09% of portfolio
|
Q4 2024
Added 5.86%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,853
shares
|
$701,823
0.05% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
3,848
shares
|
$700,913
0.2% of portfolio
|
Q4 2024
Added 35.88%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,837
shares
|
$698,909
0.56% of portfolio
|
Q4 2024
Added 1.45%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,836
shares
|
$698,727
0.08% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,833
shares
|
$698,180
0.08% of portfolio
|
Q4 2024
New holding
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,822
shares
|
$696,177
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,822
shares
|
$696,177
0.59% of portfolio
|
Q4 2024
Added 4.45%
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,804
shares
|
$692,898
0.0% of portfolio
|
Q3 2024
Added 24.15%
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,804
shares
|
$692,898
0.61% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
3,802
shares
|
$692,534
0.21% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,799
shares
|
$691,987
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
3,798
shares
|
$691,805
0.31% of portfolio
|
Q3 2024
Reduced 3.58%
|