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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,597
shares
|
$473,043
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
2,595
shares
|
$472,679
0.1% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,592
shares
|
$472,132
0.16% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,590
shares
|
$471,768
0.1% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
2,583
shares
|
$470,493
0.15% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
2,579
shares
|
$469,764
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$467,761
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,567
shares
|
$467,579
0.14% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,559
shares
|
$466,121
0.27% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,556
shares
|
$465,575
0.03% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,542
shares
|
$463,025
0.04% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,540
shares
|
$462,661
0.2% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,522
shares
|
$459,382
0.16% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
2,520
shares
|
$459,018
0.08% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
2,518
shares
|
$458,653
0.33% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,507
shares
|
$456,650
0.0% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,505
shares
|
$456,285
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,502
shares
|
$455,739
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,500
shares
|
$455,375
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,496
shares
|
$454,646
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,493
shares
|
$454,099
0.12% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,492
shares
|
$453,917
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,489
shares
|
$453,371
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,487
shares
|
$453,007
0.47% of portfolio
|
Q4 2024
Added 0.04%
|