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 2,498 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
66,990
shares
|
$12.2 Million
1.68% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
66,288
shares
|
$12.1 Million
0.3% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
66,250
shares
|
$12.1 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
66,135
shares
|
$12 Million
0.3% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
66,072
shares
|
$12 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
66,070
shares
|
$12 Million
0.7% of portfolio
|
Q4 2024
Added 53.88%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
65,744
shares
|
$12 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
64,925
shares
|
$11.8 Million
0.21% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
64,681
shares
|
$11.8 Million
0.15% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
64,427
shares
|
$11.7 Million
0.77% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
63,877
shares
|
$11.6 Million
0.85% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
63,856
shares
|
$11.6 Million
0.34% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
63,717
shares
|
$11.6 Million
0.8% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
62,860
shares
|
$11.4 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
62,046
shares
|
$11.3 Million
0.62% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
61,927
shares
|
$11.3 Million
1.88% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
61,910
shares
|
$11.3 Million
3.05% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
61,685
shares
|
$11.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
61,395
shares
|
$11.2 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
61,329
shares
|
$11.2 Million
1.09% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
61,153
shares
|
$11.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
61,140
shares
|
$11.1 Million
0.83% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
61,019
shares
|
$11.1 Million
6.82% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
60,957
shares
|
$11.1 Million
2.96% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
60,423
shares
|
$11 Million
0.17% of portfolio
|
Q4 2024
Added 4.12%
|