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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,730
shares
|
$497,269
0.01% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,721
shares
|
$495,630
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,717
shares
|
$494,901
0.08% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,708
shares
|
$493,262
0.17% of portfolio
|
Q3 2022
Added 65.63%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,701
shares
|
$491,987
0.07% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
2,699
shares
|
$491,622
0.26% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
2,679
shares
|
$487,979
0.08% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
2,674
shares
|
$487,069
0.04% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,662
shares
|
$484,883
0.11% of portfolio
|
Q2 2023
Reduced 1.37%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,658
shares
|
$484,154
0.22% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,653
shares
|
$483,243
0.08% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
2,650
shares
|
$482,697
0.06% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
2,649
shares
|
$482,515
0.45% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,644
shares
|
$481,604
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,628
shares
|
$478,690
0.08% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,620
shares
|
$477,233
0.07% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,618
shares
|
$476,868
0.5% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,610
shares
|
$475,411
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,601
shares
|
$473,772
0.11% of portfolio
|
Q4 2023
Reduced 0.99%
|