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 2,274 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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
12,320
shares
|
$2.24 Million
1.34% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
12,305
shares
|
$2.24 Million
0.78% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
12,294
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,282
shares
|
$2.24 Million
0.2% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
12,242
shares
|
$2.23 Million
1.15% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,223
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,204
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
12,190
shares
|
$2.22 Million
1.11% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
12,163
shares
|
$2.22 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,119
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,934
shares
|
$2.17 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,922
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11,906
shares
|
$2.17 Million
0.71% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
11,901
shares
|
$2.17 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
11,900
shares
|
$2.17 Million
0.93% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
11,865
shares
|
$2.16 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
11,809
shares
|
$2.15 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
11,719
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
11,712
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
11,698
shares
|
$2.13 Million
1.23% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
11,698
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,687
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
11,686
shares
|
$2.13 Million
0.58% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
11,650
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,649
shares
|
$2.12 Million
0.21% of portfolio
|
Q3 2024
Added 36.92%
|