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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,013
shares
|
$184,517
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$182,150
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
989
shares
|
$180,146
0.02% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
976
shares
|
$177,778
0.01% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
948
shares
|
$172,678
0.09% of portfolio
|
Q2 2022
Added 2.05%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
934
shares
|
$170,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
920
shares
|
$167,578
0.05% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
915
shares
|
$166,667
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
900
shares
|
$163,935
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
889
shares
|
$161,931
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
880
shares
|
$160,292
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
866
shares
|
$157,741
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
861
shares
|
$156,831
0.03% of portfolio
|
Q3 2024
Added 383.71%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
860
shares
|
$156,649
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
833
shares
|
$151,730
0.01% of portfolio
|
Q2 2023
Added 10.04%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
818
shares
|
$148,998
0.01% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
815
shares
|
$148,452
0.02% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
790
shares
|
$143,898
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
754
shares
|
$137,341
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
748
shares
|
$136,248
0.1% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
745
shares
|
$135,701
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
731
shares
|
$133,151
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
707
shares
|
$128,780
0.05% of portfolio
|
Q4 2023
Reduced 94.3%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
695
shares
|
$126,594
0.04% of portfolio
|
Q4 2024
Added 40.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
693
shares
|
$126,229
0.03% of portfolio
|
Q4 2024
Added 14.55%
|