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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
36,491
shares
|
$6.65 Million
4.92% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
36,469
shares
|
$6.64 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
36,372
shares
|
$6.63 Million
0.1% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
36,205
shares
|
$6.59 Million
2.71% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
35,895
shares
|
$6.54 Million
0.28% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
35,609
shares
|
$6.49 Million
2.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
35,576
shares
|
$6.48 Million
2.06% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
35,575
shares
|
$6.48 Million
0.26% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
35,109
shares
|
$6.4 Million
0.41% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
35,033
shares
|
$6.38 Million
2.91% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,910
shares
|
$6.36 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
34,606
shares
|
$6.3 Million
0.36% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,580
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
34,507
shares
|
$6.29 Million
5.03% of portfolio
|
Q4 2023
Added 6.02%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
34,399
shares
|
$6.27 Million
1.14% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
34,164
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
33,939
shares
|
$6.18 Million
0.43% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
33,552
shares
|
$6.11 Million
1.44% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
33,480
shares
|
$6.1 Million
3.43% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
33,331
shares
|
$6.07 Million
0.45% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
33,260
shares
|
$6.06 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
33,178
shares
|
$6.04 Million
2.98% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
33,060
shares
|
$6.02 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
32,715
shares
|
$5.96 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.05%
|