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 |
---|---|---|---|---|---|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
116,978
shares
|
$21.2 Million
0.54% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
116,204
shares
|
$21 Million
7.75% of portfolio
|
Q4 2023
Added 6.21%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
115,835
shares
|
$21 Million
1.66% of portfolio
|
Q1 2024
Added 7.55%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
114,322
shares
|
$20.7 Million
1.04% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
Goepper Burkhardt LLC
|
May 13, 2024 Q1 2024 |
114,262
shares
|
$20.7 Million
9.67% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
113,151
shares
|
$20.5 Million
0.53% of portfolio
|
Q1 2024
Reduced 26.28%
|
|
Wharton Business Group, LLC
Malvern, PA |
May 13, 2024 Q1 2024 |
112,673
shares
|
$20.4 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Ariston Services Group
San Diego, CA |
Apr 18, 2024 Q1 2024 |
112,352
shares
|
$20.3 Million
19.65% of portfolio
|
Q4 2023
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
112,308
shares
|
$20.3 Million
1.03% of portfolio
|
Q1 2024
Added 0.36%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
May 02, 2024 Q1 2024 |
109,974
shares
|
$19.9 Million
5.91% of portfolio
|
Q1 2024
Added 0.33%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
109,535
shares
|
$19.8 Million
0.63% of portfolio
|
Q1 2024
Added 3.9%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
108,590
shares
|
$19.6 Million
2.75% of portfolio
|
Q1 2024
Reduced 8.9%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
108,560
shares
|
$19.6 Million
5.61% of portfolio
|
Q1 2024
Added 187.04%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
107,657
shares
|
$19.5 Million
1.01% of portfolio
|
Q1 2024
Added 0.8%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
107,463
shares
|
$19.4 Million
1.45% of portfolio
|
Q1 2024
Added 2.15%
|
|
Nikulski Financial, Inc.
|
Apr 18, 2024 Q1 2024 |
107,413
shares
|
$19.4 Million
6.52% of portfolio
|
Q1 2024
Added 1.77%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
106,373
shares
|
$19.2 Million
0.08% of portfolio
|
Q1 2024
Added 0.14%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
106,347
shares
|
$19.2 Million
0.22% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
105,693
shares
|
$19.1 Million
7.29% of portfolio
|
Q1 2024
New holding
|
|
Mittelman Wealth Management
Andover, MA |
May 06, 2024 Q1 2024 |
104,872
shares
|
$19 Million
12.97% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
104,793
shares
|
$19 Million
3.58% of portfolio
|
Q1 2024
Reduced 13.6%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Apr 10, 2024 Q1 2024 |
104,460
shares
|
$18.9 Million
4.43% of portfolio
|
Q1 2024
Added 3.19%
|
|
Hanover Advisors Inc
Seneca, SC |
May 15, 2024 Q1 2024 |
103,625
shares
|
$18.7 Million
7.94% of portfolio
|
Q4 2023
Reduced 14.3%
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
102,447
shares
|
$18.5 Million
3.87% of portfolio
|
Q1 2024
Added 4.81%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
100,208
shares
|
$18.1 Million
0.53% of portfolio
|
Q1 2024
Added 2.61%
|