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 2,133 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 $34.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,025,668
shares
|
$186 Million
0.29% of portfolio
|
Q1 2024
Reduced 34.68%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,005,317
shares
|
$182 Million
0.61% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,004,837
shares
|
$182 Million
0.21% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
982,964
shares
|
$178 Million
0.2% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
962,404
shares
|
$174 Million
7.29% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
936,985
shares
|
$170 Million
0.27% of portfolio
|
Q1 2024
Reduced 8.87%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
898,754
shares
|
$163 Million
5.98% of portfolio
|
Q1 2024
Added 79.52%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
885,227
shares
|
$160 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
879,038
shares
|
$159 Million
0.22% of portfolio
|
Q1 2024
Added 1.49%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
866,506
shares
|
$157 Million
1.7% of portfolio
|
Q1 2024
Added 17.21%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$155 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
830,337
shares
|
$150 Million
0.58% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
813,293
shares
|
$147 Million
0.36% of portfolio
|
Q1 2024
Added 757.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
811,425
shares
|
$147 Million
0.4% of portfolio
|
Q1 2024
Added 1.87%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
773,325
shares
|
$140 Million
2.26% of portfolio
|
Q1 2024
Added 2.08%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
770,803
shares
|
$139 Million
3.34% of portfolio
|
Q1 2024
Added 37.89%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Apr 22, 2024 Q1 2024 |
732,370
shares
|
$132 Million
6.81% of portfolio
|
Q1 2024
Added 1.29%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
714,115
shares
|
$129 Million
0.39% of portfolio
|
Q1 2024
Added 17.39%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
703,742
shares
|
$127 Million
0.02% of portfolio
|
Q1 2024
Added 4.73%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
674,069
shares
|
$122 Million
0.39% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
666,701
shares
|
$121 Million
9.8% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
656,940
shares
|
$119 Million
0.03% of portfolio
|
Q1 2024
Reduced 44.69%
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 15, 2024 Q1 2024 |
655,223
shares
|
$119 Million
5.92% of portfolio
|
Q1 2024
Added 5.65%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
642,377
shares
|
$116 Million
0.59% of portfolio
|
Q1 2024
Added 0.03%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
618,218
shares
|
$112 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.67%
|