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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
49,672
shares
|
$9.05 Million
3.04% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
49,637
shares
|
$9.04 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
49,464
shares
|
$9.01 Million
6.97% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
49,435
shares
|
$9 Million
5.76% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
48,840
shares
|
$8.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
48,690
shares
|
$8.87 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
48,113
shares
|
$8.76 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
48,085
shares
|
$8.76 Million
2.8% of portfolio
|
Q3 2024
Added 21.48%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
47,916
shares
|
$8.73 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
47,877
shares
|
$8.72 Million
3.91% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
47,713
shares
|
$8.69 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
47,122
shares
|
$8.58 Million
0.38% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
47,103
shares
|
$8.58 Million
6.67% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
46,868
shares
|
$8.54 Million
3.17% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
46,845
shares
|
$8.53 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
46,772
shares
|
$8.52 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
46,732
shares
|
$8.51 Million
4.08% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
46,639
shares
|
$8.5 Million
4.3% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
46,618
shares
|
$8.49 Million
3.2% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
46,543
shares
|
$8.48 Million
0.26% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
46,455
shares
|
$8.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
46,415
shares
|
$8.45 Million
0.48% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
46,349
shares
|
$8.44 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
46,161
shares
|
$8.41 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,129
shares
|
$8.4 Million
4.87% of portfolio
|
Q1 2023
Added 0.0%
|