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 2,132 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
21,483,143
shares
|
$3.95 Billion
0.37% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
11,789,763
shares
|
$2.17 Billion
0.17% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
10,561,201
shares
|
$1.94 Billion
0.47% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
8,635,317
shares
|
$1.59 Billion
0.03% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
6,943,479
shares
|
$1.28 Billion
4.44% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,430,354
shares
|
$1.18 Billion
0.3% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
5,315,166
shares
|
$978 Million
0.53% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
4,459,230
shares
|
$821 Million
10.19% of portfolio
|
Q1 2024
Added 15.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,739,024
shares
|
$688 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,537,699
shares
|
$651 Million
0.44% of portfolio
|
Q1 2024
Added 58.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,153,977
shares
|
$581 Million
0.05% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,807,350
shares
|
$517 Million
0.85% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,408,867
shares
|
$443 Million
0.12% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,169,376
shares
|
$399 Million
0.65% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,952,910
shares
|
$359 Million
0.88% of portfolio
|
Q3 2023
Reduced 12.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,943,697
shares
|
$358 Million
0.54% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,936,898
shares
|
$357 Million
0.13% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,875,638
shares
|
$345 Million
7.26% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,543,448
shares
|
$284 Million
0.29% of portfolio
|
Q1 2024
Added 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,430,951
shares
|
$263 Million
0.6% of portfolio
|
Q1 2024
Added 5.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 19, 2024 Q1 2024 |
1,283,644
shares
|
$236 Million
18.42% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,270,301
shares
|
$234 Million
3.55% of portfolio
|
Q1 2024
Added 6.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,252,668
shares
|
$231 Million
0.48% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
1,190,764
shares
|
$219 Million
0.21% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 29, 2024 Q1 2024 |
1,101,241
shares
|
$203 Million
11.06% of portfolio
|
Q1 2024
Added 3.51%
|
|