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 2,307 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
107,496
shares
|
$19.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
107,429
shares
|
$19.6 Million
3.44% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
106,693
shares
|
$19.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
106,441
shares
|
$19.4 Million
1.84% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
105,807
shares
|
$19.3 Million
5.78% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
105,583
shares
|
$19.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
103,559
shares
|
$18.9 Million
0.05% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
102,561
shares
|
$18.7 Million
3.15% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
101,726
shares
|
$18.5 Million
8.29% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
100,865
shares
|
$18.4 Million
0.37% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
100,823
shares
|
$18.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
100,790
shares
|
$18.4 Million
0.09% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
99,461
shares
|
$18.1 Million
0.54% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
99,285
shares
|
$18.1 Million
12.35% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
99,262
shares
|
$18.1 Million
6.84% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
99,062
shares
|
$18 Million
0.27% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
98,740
shares
|
$18 Million
0.22% of portfolio
|
Q3 2024
Added 314.91%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
97,617
shares
|
$17.8 Million
7.94% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
96,491
shares
|
$17.6 Million
6.56% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
95,801
shares
|
$17.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
95,712
shares
|
$17.4 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
94,713
shares
|
$17.3 Million
2.44% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
94,368
shares
|
$17.2 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,220
shares
|
$17.2 Million
0.52% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
94,066
shares
|
$17.1 Million
5.04% of portfolio
|
Q3 2024
Added 0.99%
|