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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,870
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 61.08%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
6,869
shares
|
$1.25 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
6,865
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
6,827
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
6,811
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
6,804
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,763
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,762
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
6,761
shares
|
$1.23 Million
0.61% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
6,729
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
6,718
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
6,699
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
6,626
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,610
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,598
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,571
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,567
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,524
shares
|
$1.19 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,508
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2024
New holding
|