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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,158
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,157
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
7,153
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
7,142
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 52.76%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,140
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 1.42%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
7,136
shares
|
$1.3 Million
0.47% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7,124
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
7,097
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
7,076
shares
|
$1.29 Million
0.37% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
7,049
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
7,043
shares
|
$1.28 Million
0.58% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
7,016
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
7,009
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,004
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,990
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,979
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
6,978
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
6,972
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
6,960
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,941
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
6,940
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2023
Reduced 4.43%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
6,917
shares
|
$1.26 Million
0.74% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,915
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.64%
|