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 2,271 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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
248,418
shares
|
$45.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 10.41%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
236,637
shares
|
$43.1 Million
5.08% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$42.1 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
230,574
shares
|
$42 Million
0.42% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
228,806
shares
|
$41.7 Million
0.05% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
228,578
shares
|
$41.6 Million
6.87% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
225,396
shares
|
$41.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.4 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.9 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
216,828
shares
|
$39.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
215,600
shares
|
$39.3 Million
14.82% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
213,118
shares
|
$38.8 Million
5.52% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
212,061
shares
|
$38.6 Million
30.36% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
207,184
shares
|
$37.7 Million
10.58% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
202,113
shares
|
$36.8 Million
10.76% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
198,172
shares
|
$36.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
197,100
shares
|
$35.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
197,033
shares
|
$35.9 Million
3.62% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
195,732
shares
|
$35.7 Million
4.45% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
190,694
shares
|
$34.7 Million
1.11% of portfolio
|
Q3 2022
Added 4.36%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
190,303
shares
|
$34.7 Million
0.08% of portfolio
|
Q3 2024
Added 45.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
189,049
shares
|
$34.4 Million
29.1% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
188,000
shares
|
$34.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
181,669
shares
|
$33.1 Million
4.83% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
178,078
shares
|
$32.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.51%
|