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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,106
shares
|
$383,607
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,101
shares
|
$382,697
1.76% of portfolio
|
Q3 2022
Reduced 63.74%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,098
shares
|
$382,150
0.01% of portfolio
|
Q2 2024
Added 10.83%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,089
shares
|
$380,511
0.1% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,085
shares
|
$379,782
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,083
shares
|
$379,418
0.02% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
2,078
shares
|
$378,507
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
2,073
shares
|
$377,596
0.12% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,072
shares
|
$377,414
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,071
shares
|
$377,232
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,070
shares
|
$377,050
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,066
shares
|
$376,321
0.18% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,063
shares
|
$375,775
0.03% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
2,063
shares
|
$375,775
0.05% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,063
shares
|
$375,775
0.31% of portfolio
|
Q4 2023
Reduced 7.94%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,058
shares
|
$374,864
0.12% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
2,056
shares
|
$374,500
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$374,318
0.05% of portfolio
|
Q2 2024
Reduced 11.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,051
shares
|
$373,589
0.05% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,050
shares
|
$373,407
0.25% of portfolio
|
Q1 2024
Added 15.49%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
2,050
shares
|
$373,407
0.09% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,050
shares
|
$373,407
0.11% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,034
shares
|
$370,493
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,033
shares
|
$370,310
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,032
shares
|
$370,128
0.16% of portfolio
|
Q3 2024
Added 18.14%
|