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 |
|---|---|---|---|---|---|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
151,678
shares
|
$27.6 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
149,034
shares
|
$27.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
147,565
shares
|
$26.9 Million
0.42% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
146,194
shares
|
$26.6 Million
6.84% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
145,447
shares
|
$26.5 Million
9.48% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
142,500
shares
|
$26 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
141,563
shares
|
$25.8 Million
10.28% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
140,373
shares
|
$25.6 Million
5.54% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
140,184
shares
|
$25.5 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
137,712
shares
|
$25.1 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
134,696
shares
|
$24.5 Million
4.77% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
133,742
shares
|
$24.4 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
132,803
shares
|
$24.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
132,312
shares
|
$24.1 Million
14.83% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
131,803
shares
|
$24 Million
17.21% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
131,163
shares
|
$23.9 Million
11.32% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
130,998
shares
|
$23.9 Million
0.13% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
130,205
shares
|
$23.7 Million
6.09% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
130,185
shares
|
$23.7 Million
4.29% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
129,430
shares
|
$23.6 Million
8.31% of portfolio
|
Q2 2024
Reduced 27.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
129,361
shares
|
$23.6 Million
0.74% of portfolio
|
Q2 2020
Added 7.86%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
127,319
shares
|
$23.2 Million
1.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
126,979
shares
|
$23.1 Million
4.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
126,882
shares
|
$23.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
126,821
shares
|
$23.1 Million
2.36% of portfolio
|
Q3 2024
Reduced 8.0%
|