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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,863
shares
|
$703,645
0.09% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,836
shares
|
$698,727
0.08% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
3,830
shares
|
$697,634
0.88% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,820
shares
|
$695,813
0.29% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$694,355
0.0% of portfolio
|
Q3 2024
Reduced 40.75%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,804
shares
|
$692,898
0.0% of portfolio
|
Q3 2024
Added 24.15%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
3,802
shares
|
$692,534
0.21% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,799
shares
|
$691,987
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
3,798
shares
|
$691,805
0.31% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
3,791
shares
|
$690,530
0.37% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,790
shares
|
$690,348
0.05% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,782
shares
|
$688,891
0.55% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
3,777
shares
|
$687,980
0.01% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,776
shares
|
$687,798
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
3,765
shares
|
$685,794
0.39% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,760
shares
|
$684,884
0.06% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
3,755
shares
|
$683,973
0.27% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
3,742
shares
|
$681,605
0.21% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
3,738
shares
|
$680,876
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
3,728
shares
|
$679,055
0.08% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,710
shares
|
$675,776
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
3,704
shares
|
$674,683
0.2% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
3,703
shares
|
$674,501
0.26% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
3,694
shares
|
$672,862
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|