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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,487
shares
|
$453,007
0.36% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,485
shares
|
$452,642
0.04% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,476
shares
|
$451,003
0.08% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,474
shares
|
$450,639
0.11% of portfolio
|
Q1 2024
Reduced 8.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,473
shares
|
$450,456
0.22% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,472
shares
|
$450,274
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,469
shares
|
$449,728
0.08% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,469
shares
|
$449,728
0.12% of portfolio
|
Q4 2023
Added 22.29%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,444
shares
|
$445,174
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,436
shares
|
$443,717
0.24% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,434
shares
|
$443,353
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
2,423
shares
|
$441,349
0.19% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,419
shares
|
$440,620
0.02% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,416
shares
|
$440,074
0.05% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,414
shares
|
$439,710
0.16% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,402
shares
|
$437,524
0.05% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,400
shares
|
$437,160
0.13% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,386
shares
|
$434,609
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,385
shares
|
$434,427
0.05% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
2,379
shares
|
$433,334
0.1% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
2,377
shares
|
$432,970
0.26% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,376
shares
|
$432,788
0.15% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,370
shares
|
$431,695
0.04% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
2,368
shares
|
$431,331
0.17% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
2,364
shares
|
$430,602
0.25% of portfolio
|
Q4 2024
Reduced 5.78%
|