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 2,271 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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
177,335
shares
|
$32.3 Million
13.62% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.3 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
175,368
shares
|
$31.9 Million
5.18% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
174,900
shares
|
$31.9 Million
0.63% of portfolio
|
Q3 2024
Added 72.79%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173,993
shares
|
$31.7 Million
7.1% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
173,827
shares
|
$31.7 Million
0.02% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
173,390
shares
|
$31.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
171,673
shares
|
$31.3 Million
0.26% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
170,816
shares
|
$31.1 Million
1.12% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
168,944
shares
|
$30.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
168,044
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
166,930
shares
|
$30.4 Million
6.71% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
164,662
shares
|
$30 Million
18.53% of portfolio
|
Q3 2024
Added 47.52%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
164,488
shares
|
$30 Million
0.44% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
164,465
shares
|
$30 Million
0.89% of portfolio
|
Q3 2024
Added 3096.6%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
164,033
shares
|
$29.9 Million
14.73% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
163,635
shares
|
$29.8 Million
5.23% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
160,878
shares
|
$29.3 Million
6.08% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
160,304
shares
|
$29.2 Million
1.32% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
159,843
shares
|
$29.1 Million
0.89% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
159,351
shares
|
$29 Million
3.91% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
155,143
shares
|
$28.3 Million
1.22% of portfolio
|
Q2 2023
Added 10.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
154,995
shares
|
$28.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
154,295
shares
|
$28.1 Million
5.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
153,238
shares
|
$27.9 Million
2.24% of portfolio
|
Q3 2024
Reduced 4.51%
|