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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,415
shares
|
$257,742
0.18% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,407
shares
|
$256,285
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$256,285
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,405
shares
|
$255,920
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,403
shares
|
$255,556
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,402
shares
|
$255,374
0.02% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
1,400
shares
|
$255,010
0.1% of portfolio
|
Q1 2024
Reduced 7.1%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,400
shares
|
$255,010
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
1,400
shares
|
$255,010
0.24% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,399
shares
|
$254,827
0.15% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,391
shares
|
$253,370
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,391
shares
|
$253,370
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$252,459
0.03% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
1,384
shares
|
$252,095
23.77% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,382
shares
|
$251,731
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,377
shares
|
$250,820
0.06% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,375
shares
|
$250,456
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,372
shares
|
$249,909
0.21% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,367
shares
|
$248,999
0.01% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
1,367
shares
|
$248,999
0.15% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,362
shares
|
$248,088
0.05% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,352
shares
|
$246,266
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,350
shares
|
$245,902
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,349
shares
|
$245,720
0.02% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,342
shares
|
$244,445
0.08% of portfolio
|
Q4 2022
New holding
|