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 2,133 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
136,500
shares
|
$24.7 Million
11.13% of portfolio
|
Q1 2024
Added 0.44%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
134,696
shares
|
$24.4 Million
4.77% of portfolio
|
Q1 2024
Added 3.26%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
133,567
shares
|
$24.2 Million
0.43% of portfolio
|
Q1 2024
Added 1.31%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
132,743
shares
|
$24 Million
0.02% of portfolio
|
Q1 2024
Reduced 33.05%
|
|
Studio Investment Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
132,565
shares
|
$24 Million
5.81% of portfolio
|
Q1 2024
Added 0.69%
|
|
Mc Carthy Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
132,412
shares
|
$24 Million
16.61% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
132,057
shares
|
$23.9 Million
5.01% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
130,557
shares
|
$23.6 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
129,361
shares
|
$23.4 Million
0.74% of portfolio
|
Q2 2020
Added 7.86%
|
|
Searcy Financial Services Inc
|
Apr 16, 2024 Q1 2024 |
128,837
shares
|
$23.3 Million
11.98% of portfolio
|
Q1 2024
Added 0.8%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
127,390
shares
|
$23 Million
0.28% of portfolio
|
Q1 2024
Added 13.19%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
127,320
shares
|
$23 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 12, 2024 Q1 2024 |
126,513
shares
|
$22.9 Million
4.61% of portfolio
|
Q1 2024
Added 11.03%
|
|
Compton Wealth Advisory Group, LLC
|
Apr 11, 2024 Q1 2024 |
126,128
shares
|
$22.8 Million
6.32% of portfolio
|
Q1 2024
Added 7.71%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
123,517
shares
|
$22.3 Million
0.93% of portfolio
|
Q1 2024
Added 42.34%
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
123,496
shares
|
$22.3 Million
2.34% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
122,527
shares
|
$22.2 Million
3.19% of portfolio
|
Q1 2024
Added 2.56%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
121,988
shares
|
$22.1 Million
0.49% of portfolio
|
Q1 2024
Added 1.49%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
120,695
shares
|
$21.8 Million
1.96% of portfolio
|
Q4 2023
Added 0.32%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
119,539
shares
|
$21.6 Million
7.44% of portfolio
|
Q4 2023
Added 293.35%
|
|
Capital Advantage, Inc.
|
May 14, 2024 Q1 2024 |
119,049
shares
|
$21.5 Million
4.38% of portfolio
|
Q1 2024
Added 0.86%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
118,933
shares
|
$21.5 Million
0.07% of portfolio
|
Q3 2022
Added 1.92%
|
|
Northeast Investment Management
|
May 01, 2024 Q1 2024 |
118,613
shares
|
$21.5 Million
1.09% of portfolio
|
Q1 2024
Added 2.68%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
117,903
shares
|
$21.3 Million
0.7% of portfolio
|
Q1 2024
Reduced 23.91%
|
|
Roof Eidam & Maycock
|
May 06, 2024 Q1 2024 |
117,019
shares
|
$21.2 Million
5.94% of portfolio
|
Q1 2024
Added 1.49%
|