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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
583,939
shares
|
$106 Million
0.24% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
576,875
shares
|
$105 Million
0.67% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
568,840
shares
|
$104 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
558,658
shares
|
$102 Million
0.61% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
548,086
shares
|
$99.8 Million
7.64% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
542,185
shares
|
$98.8 Million
0.39% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
539,057
shares
|
$98.2 Million
0.3% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
534,833
shares
|
$97.4 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
516,151
shares
|
$94 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
508,239
shares
|
$92.6 Million
10.48% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
495,434
shares
|
$90.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
484,738
shares
|
$88.3 Million
7.53% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
456,776
shares
|
$83.2 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
452,909
shares
|
$82.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
450,679
shares
|
$82.1 Million
15.13% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
426,442
shares
|
$77.7 Million
2.43% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
394,537
shares
|
$71.9 Million
1.19% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
383,190
shares
|
$69.8 Million
2.59% of portfolio
|
Q3 2024
Added 286.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
382,331
shares
|
$69.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
381,107
shares
|
$69.4 Million
0.68% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
374,777
shares
|
$68.3 Million
0.64% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
353,920
shares
|
$64.5 Million
31.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
353,000
shares
|
$64.3 Million
2.36% of portfolio
|
Q1 2021
Added 606.0%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
346,701
shares
|
$63.2 Million
0.77% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
345,254
shares
|
$62.9 Million
1.27% of portfolio
|
Q3 2024
Added 108.22%
|