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 |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
1,229
shares
|
$223,862
0.06% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
1,227
shares
|
$223,498
0.04% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
1,227
shares
|
$223,498
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,226
shares
|
$223,315
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
1,225
shares
|
$223,133
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
1,224
shares
|
$222,951
0.04% of portfolio
|
Q4 2023
Reduced 18.4%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
1,223
shares
|
$222,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,222
shares
|
$222,587
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,220
shares
|
$222,223
0.14% of portfolio
|
Q2 2024
Added 71.35%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,217
shares
|
$221,676
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,216
shares
|
$221,494
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
1,214
shares
|
$221,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,212
shares
|
$220,765
0.02% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
1,210
shares
|
$220,401
0.08% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,208
shares
|
$220,037
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,205
shares
|
$219,490
0.22% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,205
shares
|
$219,490
0.16% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
1,205
shares
|
$219,490
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
1,204
shares
|
$219,308
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
1,202
shares
|
$218,944
0.05% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
1,201
shares
|
$218,762
0.16% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
1,201
shares
|
$218,762
0.16% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,198
shares
|
$218,215
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,197
shares
|
$218,033
0.01% of portfolio
|
Q4 2024
Added 7.26%
|