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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
124,688
shares
|
$22.7 Million
1.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
123,153
shares
|
$22.4 Million
2.7% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
122,899
shares
|
$22.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
121,164
shares
|
$22.1 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
120,805
shares
|
$22 Million
2.72% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
119,539
shares
|
$21.8 Million
7.44% of portfolio
|
Q4 2023
Added 293.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
118,933
shares
|
$21.7 Million
0.07% of portfolio
|
Q3 2022
Added 1.92%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
118,691
shares
|
$21.6 Million
4.16% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
117,646
shares
|
$21.4 Million
1.02% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
116,204
shares
|
$21.2 Million
7.75% of portfolio
|
Q4 2023
Added 6.21%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
114,558
shares
|
$20.9 Million
1.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
113,892
shares
|
$20.7 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
112,811
shares
|
$20.5 Million
8.23% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
112,352
shares
|
$20.5 Million
19.37% of portfolio
|
Q4 2023
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
111,475
shares
|
$20.3 Million
5.23% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
110,488
shares
|
$20.1 Million
4.3% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
110,074
shares
|
$20 Million
0.86% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
109,898
shares
|
$20 Million
0.54% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
108,641
shares
|
$19.8 Million
8.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
108,510
shares
|
$19.8 Million
0.08% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
108,412
shares
|
$19.7 Million
0.23% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
108,343
shares
|
$19.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
107,916
shares
|
$19.7 Million
5.47% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
107,496
shares
|
$19.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
107,429
shares
|
$19.6 Million
3.44% of portfolio
|
Q3 2024
Added 2.38%
|