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 2,275 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$14,572
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$14,207
0.01% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
60
shares
|
$10,929
0.01% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
56
shares
|
$10,200
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$9,107
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$9,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
46
shares
|
$8,378
0.01% of portfolio
|
Q1 2024
Reduced 84.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
46
shares
|
$8,378
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
44
shares
|
$8,014
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
41
shares
|
$7,468
0.01% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
41
shares
|
$7,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
41
shares
|
$7,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
39
shares
|
$7,103
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$6,739
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
36
shares
|
$6,557
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
35
shares
|
$6,375
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$6,193
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
29
shares
|
$5,282
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$3,825
0.01% of portfolio
|
Q3 2022
Added 5.0%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$1,821
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
10
shares
|
$1,821
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
9
shares
|
$1,639
0.0% of portfolio
|
Q3 2024
New holding
|