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 |
|---|---|---|---|---|---|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
2,682
shares
|
$488,526
0.43% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
2,674
shares
|
$487,069
0.04% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2,673
shares
|
$486,886
0.25% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
2,662
shares
|
$484,883
0.11% of portfolio
|
Q2 2023
Reduced 1.37%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.06% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,644
shares
|
$481,604
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
2,639
shares
|
$480,693
0.08% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,628
shares
|
$478,690
0.08% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,620
shares
|
$477,233
0.07% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
2,608
shares
|
$475,047
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
2,605
shares
|
$474,500
0.04% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
2,601
shares
|
$473,772
0.12% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,597
shares
|
$473,043
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,595
shares
|
$472,679
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,592
shares
|
$472,132
0.07% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,592
shares
|
$472,132
0.16% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,590
shares
|
$471,768
0.1% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,587
shares
|
$471,222
0.26% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,575
shares
|
$469,036
0.27% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,572
shares
|
$468,489
0.09% of portfolio
|
Q3 2024
Added 0.23%
|