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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,349
shares
|
$245,720
0.02% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,342
shares
|
$244,445
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,342
shares
|
$244,445
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,338
shares
|
$243,716
0.05% of portfolio
|
Q4 2022
Reduced 19.78%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,336
shares
|
$243,352
0.06% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
1,336
shares
|
$243,352
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
1,331
shares
|
$242,441
0.19% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,329
shares
|
$242,077
0.17% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
1,328
shares
|
$241,895
0.06% of portfolio
|
Q4 2024
Reduced 47.84%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,326
shares
|
$241,530
0.19% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,323
shares
|
$240,984
0.08% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,322
shares
|
$240,802
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,320
shares
|
$240,438
0.23% of portfolio
|
Q4 2023
Reduced 3.15%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,320
shares
|
$240,438
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
1,318
shares
|
$240,073
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,316
shares
|
$239,709
0.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
1,315
shares
|
$239,527
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,315
shares
|
$239,527
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
1,314
shares
|
$239,345
0.11% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,314
shares
|
$239,345
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,307
shares
|
$238,070
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,305
shares
|
$237,705
0.04% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,304
shares
|
$237,523
0.01% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,302
shares
|
$237,159
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
1,301
shares
|
$236,977
0.2% of portfolio
|
Q4 2023
Reduced 25.7%
|