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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
61,425
shares
|
$11.2 Million
0.27% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
61,343
shares
|
$11.2 Million
0.57% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
61,294
shares
|
$11.2 Million
0.19% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
61,210
shares
|
$11.1 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
61,067
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
60,877
shares
|
$11.1 Million
1.54% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
60,859
shares
|
$11.1 Million
4.44% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
60,800
shares
|
$11.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
60,785
shares
|
$11.1 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
60,444
shares
|
$11 Million
6.8% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
60,355
shares
|
$11 Million
0.27% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
60,226
shares
|
$11 Million
0.34% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
60,104
shares
|
$10.9 Million
4.97% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
59,883
shares
|
$10.9 Million
5.83% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
59,423
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2024
Added 266.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
59,367
shares
|
$10.8 Million
0.48% of portfolio
|
Q3 2024
Reduced 49.15%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
59,326
shares
|
$10.8 Million
1.59% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
59,267
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,998
shares
|
$10.7 Million
0.28% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
58,981
shares
|
$10.7 Million
2.97% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
58,664
shares
|
$10.7 Million
0.52% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
58,495
shares
|
$10.7 Million
0.38% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
58,238
shares
|
$10.6 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
58,055
shares
|
$10.6 Million
5.66% of portfolio
|
Q3 2024
Added 45.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
58,030
shares
|
$10.6 Million
0.16% of portfolio
|
Q3 2024
Added 6.39%
|