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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,821
shares
|
$878,145
0.35% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,820
shares
|
$877,963
0.03% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,814
shares
|
$876,870
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,813
shares
|
$876,687
0.06% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$875,777
0.1% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
4,808
shares
|
$875,777
0.34% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,806
shares
|
$875,412
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
4,803
shares
|
$874,866
0.08% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,798
shares
|
$873,955
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,795
shares
|
$873,409
0.13% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$872,680
0.04% of portfolio
|
Q3 2023
Reduced 26.99%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,782
shares
|
$871,041
0.09% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,780
shares
|
$870,677
0.16% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
4,766
shares
|
$868,126
0.22% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
4,766
shares
|
$868,126
0.44% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,747
shares
|
$864,666
0.57% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
4,740
shares
|
$863,391
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,740
shares
|
$863,391
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,735
shares
|
$862,480
0.65% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$860,658
0.05% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
4,709
shares
|
$857,744
0.41% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,695
shares
|
$855,194
0.44% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,672
shares
|
$851,004
0.09% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,658
shares
|
$848,454
0.71% of portfolio
|
Q2 2022
Added 12.35%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,634
shares
|
$844,083
0.14% of portfolio
|
Q3 2024
Added 0.17%
|