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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,025,174
shares
|
$187 Million
0.57% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,010,219
shares
|
$184 Million
0.2% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
977,550
shares
|
$178 Million
0.26% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
968,782
shares
|
$176 Million
6.76% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
967,726
shares
|
$176 Million
0.16% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
951,787
shares
|
$173 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
947,415
shares
|
$173 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
935,371
shares
|
$170 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
899,169
shares
|
$164 Million
1.62% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
897,869
shares
|
$164 Million
0.21% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
889,932
shares
|
$162 Million
0.6% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
876,723
shares
|
$160 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$156 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
832,126
shares
|
$152 Million
0.34% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
810,404
shares
|
$148 Million
2.77% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
758,942
shares
|
$138 Million
5.88% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
717,811
shares
|
$131 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
699,335
shares
|
$127 Million
0.13% of portfolio
|
Q3 2024
Added 25.7%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
689,091
shares
|
$126 Million
7.95% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
679,048
shares
|
$124 Million
0.34% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
673,900
shares
|
$123 Million
5.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
655,176
shares
|
$119 Million
0.24% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
654,365
shares
|
$119 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
639,463
shares
|
$116 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
623,256
shares
|
$114 Million
0.44% of portfolio
|
Q3 2024
Added 8.85%
|