Institutional Ownership Vanguard Dividend Appreciation (VIG)
Currently, there are no institutions holding Vanguard Dividend Appreciation (VIG). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
1,243
shares
|
$226,412
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,242
shares
|
$226,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
1,239
shares
|
$225,683
0.14% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,237
shares
|
$225,319
0.01% of portfolio
|
Q2 2024
Reduced 9.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
1,236
shares
|
$225,137
0.05% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,236
shares
|
$225,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Aug 14, 2024 Q2 2024 |
1,235
shares
|
$224,955
0.03% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,233
shares
|
$224,590
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
1,230
shares
|
$224,044
0.08% of portfolio
|
Q2 2022
Reduced 21.87%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
1,229
shares
|
$223,862
0.06% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
1,228
shares
|
$223,680
0.02% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,225
shares
|
$223,133
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,224
shares
|
$222,951
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,224
shares
|
$222,951
0.04% of portfolio
|
Q4 2023
Reduced 18.4%
|
|
|
Veery Capital, LLC
|
Jul 18, 2024 Q2 2024 |
1,222
shares
|
$222,587
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 12, 2024 Q2 2024 |
1,220
shares
|
$222,223
0.14% of portfolio
|
Q2 2024
Added 71.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
1,217
shares
|
$221,676
0.09% of portfolio
|
Q1 2024
Reduced 27.82%
|
|
|
Next Capital Management LLC
|
Aug 20, 2024 Q2 2024 |
1,215
shares
|
$221,312
0.09% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
1,214
shares
|
$221,130
0.13% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
1,214
shares
|
$221,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 14, 2024 Q2 2024 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
1,209
shares
|
$220,219
0.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
1,208
shares
|
$220,037
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 09, 2024 Q2 2024 |
1,205
shares
|
$219,490
0.14% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
1,205
shares
|
$219,490
0.21% of portfolio
|
Q1 2024
Reduced 10.41%
|