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 |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
600,574
shares
|
$109 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
556,294
shares
|
$101 Million
0.73% of portfolio
|
Q1 2024
Added 1.22%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
547,080
shares
|
$99 Million
0.27% of portfolio
|
Q1 2024
Added 0.13%
|
|
Perfromance Wealth Partners, LLC
|
Apr 30, 2024 Q1 2024 |
543,708
shares
|
$98.4 Million
4.17% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Stokes Family Office, LLC
|
May 06, 2024 Q1 2024 |
534,328
shares
|
$96.7 Million
12.38% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
533,479
shares
|
$96.5 Million
0.29% of portfolio
|
Q1 2024
Added 5.49%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
510,664
shares
|
$92.4 Million
0.38% of portfolio
|
Q1 2024
Added 2.52%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
504,476
shares
|
$91.3 Million
0.59% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
500,256
shares
|
$90.5 Million
0.44% of portfolio
|
Q1 2024
Added 0.85%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 22, 2024 Q1 2024 |
474,402
shares
|
$85.8 Million
7.92% of portfolio
|
Q1 2024
Added 18.9%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
439,201
shares
|
$79.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
430,595
shares
|
$77.9 Million
0.11% of portfolio
|
Q1 2024
Added 10.15%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
418,131
shares
|
$75.6 Million
0.89% of portfolio
|
Q1 2024
Added 7.56%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
413,646
shares
|
$74.8 Million
0.22% of portfolio
|
Q1 2024
Added 15.27%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
360,988
shares
|
$65.3 Million
0.46% of portfolio
|
Q1 2024
Added 5.69%
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
357,368
shares
|
$64.6 Million
33.12% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
353,000
shares
|
$63.9 Million
2.59% of portfolio
|
Q1 2021
Added 606.0%
|
|
Paragon Capital Management LTD
|
Apr 11, 2024 Q1 2024 |
345,927
shares
|
$62.6 Million
11.42% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
336,364
shares
|
$60.8 Million
0.64% of portfolio
|
Q1 2024
Added 6.38%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$58.9 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
323,913
shares
|
$58.6 Million
0.76% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
Rational Advisors LLC
Huntington, NY |
Apr 23, 2024 Q1 2024 |
320,269
shares
|
$57.9 Million
5.94% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
360 Financial, Inc.
|
May 13, 2024 Q1 2024 |
315,908
shares
|
$57.1 Million
22.45% of portfolio
|
Q1 2024
Added 4.18%
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.2 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
307,039
shares
|
$55.5 Million
7.32% of portfolio
|
Q1 2024
Reduced 1.65%
|