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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,304
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
10,263
shares
|
$1.87 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,243
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
10,225
shares
|
$1.86 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
10,222
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,200
shares
|
$1.86 Million
0.81% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
10,183
shares
|
$1.85 Million
0.48% of portfolio
|
Q3 2024
Added 30.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,150
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2024
Added 106.26%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
10,131
shares
|
$1.85 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
10,075
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
10,013
shares
|
$1.82 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
9,990
shares
|
$1.82 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,983
shares
|
$1.82 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
9,965
shares
|
$1.82 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
9,870
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
9,853
shares
|
$1.79 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
9,850
shares
|
$1.79 Million
0.64% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,832
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
9,783
shares
|
$1.78 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
9,772
shares
|
$1.78 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
9,763
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
9,736
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
9,722
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,624
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,579
shares
|
$1.74 Million
0.88% of portfolio
|
Q2 2022
Reduced 2.0%
|