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 2,133 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$41.8 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
224,233
shares
|
$40.6 Million
1.33% of portfolio
|
Q1 2024
Reduced 10.51%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
223,850
shares
|
$40.5 Million
1.69% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
223,578
shares
|
$40.4 Million
5.69% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
222,854
shares
|
$40.3 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.1 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.6 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
218,906
shares
|
$39.6 Million
5.66% of portfolio
|
Q1 2024
Added 0.13%
|
|
E&G Advisors, LP
|
Apr 19, 2024 Q1 2024 |
210,368
shares
|
$38.1 Million
12.1% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Mosaic Advisors LLC
Houston, TX |
Apr 18, 2024 Q1 2024 |
209,375
shares
|
$37.9 Million
31.22% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
205,420
shares
|
$37.2 Million
0.53% of portfolio
|
Q1 2024
Added 4.59%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
204,604
shares
|
$37 Million
0.01% of portfolio
|
Q1 2024
Added 3.29%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
203,166
shares
|
$36.8 Million
3.98% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
200,867
shares
|
$36.3 Million
1.95% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
200,546
shares
|
$36.3 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
199,026
shares
|
$36 Million
0.42% of portfolio
|
Q1 2024
Added 0.94%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
195,680
shares
|
$35.4 Million
10.18% of portfolio
|
Q1 2024
Added 6.48%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
194,059
shares
|
$35.1 Million
0.12% of portfolio
|
Q1 2024
Added 6.61%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
190,694
shares
|
$34.5 Million
1.11% of portfolio
|
Q3 2022
Added 4.36%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
184,134
shares
|
$33.3 Million
2.94% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 13, 2024 Q1 2024 |
180,523
shares
|
$32.7 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
Vpr Management LLC
Houston, TX |
May 15, 2024 Q1 2024 |
177,730
shares
|
$32.2 Million
9.03% of portfolio
|
Q1 2024
Reduced 30.93%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.1 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
176,796
shares
|
$32 Million
3.39% of portfolio
|
Q1 2024
Reduced 30.6%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
175,779
shares
|
$31.8 Million
26.33% of portfolio
|
Q1 2024
Added 2.95%
|