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 |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
1,555
shares
|
$283,243
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,554
shares
|
$283,061
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,541
shares
|
$280,693
0.2% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
1,540
shares
|
$280,511
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,540
shares
|
$280,511
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,540
shares
|
$280,511
0.12% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,538
shares
|
$280,146
0.13% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,536
shares
|
$279,782
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,532
shares
|
$279,053
0.0% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,531
shares
|
$278,871
0.06% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
1,528
shares
|
$278,325
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,526
shares
|
$277,960
0.04% of portfolio
|
Q1 2024
Reduced 14.94%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
1,525
shares
|
$277,778
0.08% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
1,522
shares
|
$277,232
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,521
shares
|
$277,050
0.09% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,521
shares
|
$277,050
0.07% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,520
shares
|
$276,868
0.09% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
1,516
shares
|
$276,139
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,515
shares
|
$275,957
0.0% of portfolio
|
Q4 2022
Reduced 14.84%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
1,507
shares
|
$274,500
0.06% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,506
shares
|
$274,317
0.2% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
1,504
shares
|
$273,953
0.07% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,501
shares
|
$273,407
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$273,407
0.02% of portfolio
|
Q2 2024
Reduced 69.94%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$273,225
0.11% of portfolio
|
Q4 2024
Added 15.21%
|