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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,107
shares
|
$930,240
0.39% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,089
shares
|
$926,961
0.08% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,076
shares
|
$924,593
0.42% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,075
shares
|
$924,411
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,055
shares
|
$920,768
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
5,046
shares
|
$919,128
0.09% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
5,042
shares
|
$918,400
0.18% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
5,034
shares
|
$916,943
0.33% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
5,029
shares
|
$916,032
0.48% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,009
shares
|
$912,389
0.05% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,006
shares
|
$911,842
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
4,995
shares
|
$909,839
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,991
shares
|
$909,110
0.56% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$903,646
0.34% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
4,955
shares
|
$902,553
0.36% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,943
shares
|
$900,367
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,938
shares
|
$899,456
0.01% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,928
shares
|
$897,635
0.26% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
4,926
shares
|
$897,270
0.17% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,924
shares
|
$896,906
0.65% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,914
shares
|
$895,085
0.07% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,897
shares
|
$891,988
0.01% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
4,866
shares
|
$886,341
0.47% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,853
shares
|
$883,973
0.12% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
4,835
shares
|
$880,695
0.21% of portfolio
|
Q3 2024
Added 0.08%
|