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 2,271 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 $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
83,771
shares
|
$15.3 Million
0.31% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
83,727
shares
|
$15.3 Million
0.64% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
83,535
shares
|
$15.2 Million
0.44% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
82,841
shares
|
$15.1 Million
1.11% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
82,589
shares
|
$15 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
82,093
shares
|
$15 Million
2.34% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
81,561
shares
|
$14.9 Million
4.54% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
80,660
shares
|
$14.7 Million
7.45% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
80,358
shares
|
$14.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
79,465
shares
|
$14.5 Million
5.83% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
79,455
shares
|
$14.5 Million
1.03% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
79,332
shares
|
$14.5 Million
1.89% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
79,228
shares
|
$14.4 Million
0.64% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
79,154
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
79,065
shares
|
$14.4 Million
11.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
78,942
shares
|
$14.4 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
78,226
shares
|
$14.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Nov 05, 2024 Q3 2024 |
78,051
shares
|
$14.2 Million
7.05% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
77,880
shares
|
$14.2 Million
4.79% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
77,811
shares
|
$14.2 Million
8.65% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
77,250
shares
|
$14.1 Million
2.18% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
77,212
shares
|
$14.1 Million
3.93% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
77,158
shares
|
$14.1 Million
3.88% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
76,983
shares
|
$14 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
76,523
shares
|
$13.9 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.47%
|