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 |
|---|---|---|---|---|---|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
6,231
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 16.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,216
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,212
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
6,210
shares
|
$1.13 Million
1.65% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,187
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,174
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,172
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2022
Added 2.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,142
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,139
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,117
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
6,111
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
6,101
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
6,083
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$1.1 Million
0.69% of portfolio
|
Q2 2021
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,028
shares
|
$1.1 Million
0.92% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
6,023
shares
|
$1.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 70.68%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,018
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,001
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,985
shares
|
$1.09 Million
0.65% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
5,983
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,975
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Added 14.42%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,956
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2024
Added 37.55%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,930
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2024
Added 63.5%
|