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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
689
shares
|
$125,501
0.01% of portfolio
|
Q4 2023
Reduced 50.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
684
shares
|
$124,590
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
678
shares
|
$123,497
0.09% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
676
shares
|
$123,133
0.03% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
658
shares
|
$119,854
0.01% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
635
shares
|
$115,665
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
630
shares
|
$114,754
0.06% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
624
shares
|
$113,661
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
598
shares
|
$108,925
0.03% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
596
shares
|
$108,561
0.01% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
576
shares
|
$104,918
0.02% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
571
shares
|
$104,007
0.0% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
569
shares
|
$103,643
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
549
shares
|
$100,000
0.03% of portfolio
|
Q2 2023
Added 31.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
540
shares
|
$98,361
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
534
shares
|
$97,268
0.01% of portfolio
|
Q3 2023
Added 136.28%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
512
shares
|
$93,260
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
500
shares
|
$91,075
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|