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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,380
shares
|
$797,817
0.63% of portfolio
|
Q3 2023
Reduced 3.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
4,367
shares
|
$795,449
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
4,300
shares
|
$783,245
0.28% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,281
shares
|
$779,784
0.15% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
4,265
shares
|
$776,869
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
4,245
shares
|
$773,226
0.39% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
4,241
shares
|
$772,498
0.09% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,238
shares
|
$771,951
0.55% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,200
shares
|
$765,030
0.09% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
4,199
shares
|
$764,847
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
4,194
shares
|
$763,937
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.05% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
4,186
shares
|
$762,479
0.11% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$758,836
0.03% of portfolio
|
Q3 2024
Added 83.2%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,165
shares
|
$758,654
0.11% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
4,147
shares
|
$755,376
0.54% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
4,121
shares
|
$750,640
0.01% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,121
shares
|
$750,640
0.07% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
4,120
shares
|
$750,458
0.07% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
4,118
shares
|
$750,093
0.23% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
4,108
shares
|
$748,272
0.45% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
4,093
shares
|
$745,539
0.14% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$742,079
0.28% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,066
shares
|
$740,621
0.17% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,065
shares
|
$740,439
0.11% of portfolio
|
Q4 2024
Added 701.78%
|