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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,053
shares
|
$373,953
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,050
shares
|
$373,407
0.25% of portfolio
|
Q1 2024
Added 15.49%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
2,050
shares
|
$373,407
0.09% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,050
shares
|
$373,407
0.11% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
2,043
shares
|
$372,132
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,039
shares
|
$371,403
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,039
shares
|
$371,403
0.14% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
2,037
shares
|
$371,039
0.16% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,028
shares
|
$369,400
0.03% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,027
shares
|
$369,218
0.09% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,022
shares
|
$368,307
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,021
shares
|
$368,125
0.01% of portfolio
|
Q4 2024
Added 47.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,015
shares
|
$367,032
0.04% of portfolio
|
Q3 2022
Reduced 6.28%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,014
shares
|
$366,850
0.03% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,009
shares
|
$365,939
0.11% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,008
shares
|
$365,757
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,007
shares
|
$365,575
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
2,003
shares
|
$364,846
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$364,300
0.04% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$364,300
0.23% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,998
shares
|
$363,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
1,991
shares
|
$362,660
0.04% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,990
shares
|
$362,478
0.35% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,983
shares
|
$361,203
0.01% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,978
shares
|
$360,292
0.23% of portfolio
|
Q4 2022
New holding
|