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 2,368 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
1,678
shares
|
$305,647
0.21% of portfolio
|
Q4 2024
Reduced 37.22%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,677
shares
|
$305,465
0.02% of portfolio
|
Q4 2023
Added 9.97%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,672
shares
|
$304,554
0.06% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,671
shares
|
$304,372
0.1% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,667
shares
|
$303,644
0.07% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,666
shares
|
$303,461
0.24% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$303,461
0.02% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,665
shares
|
$303,279
0.09% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,664
shares
|
$303,097
0.1% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
1,663
shares
|
$302,915
0.1% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,651
shares
|
$300,729
0.02% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,648
shares
|
$300,183
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,640
shares
|
$298,726
0.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,637
shares
|
$298,179
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,632
shares
|
$297,268
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,632
shares
|
$297,268
0.01% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,629
shares
|
$296,722
0.03% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,626
shares
|
$296,175
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,624
shares
|
$295,811
0.2% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
1,624
shares
|
$295,811
0.05% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,623
shares
|
$295,629
0.2% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.2% of portfolio
|
Q1 2023
Reduced 22.5%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,621
shares
|
$295,265
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,618
shares
|
$294,718
0.27% of portfolio
|
Q4 2024
Added 2.41%
|