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 2,219 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
866
shares
|
$157,741
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
860
shares
|
$156,649
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
843
shares
|
$153,552
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Main Management LLC
San Francisco, CA |
Aug 15, 2024 Q2 2024 |
833
shares
|
$151,730
0.01% of portfolio
|
Q2 2023
Added 10.04%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
818
shares
|
$148,998
0.01% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
815
shares
|
$148,452
0.02% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
754
shares
|
$137,341
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
751
shares
|
$136,794
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
745
shares
|
$135,701
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
744
shares
|
$135,519
0.11% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
731
shares
|
$133,151
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
730
shares
|
$132,969
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
707
shares
|
$128,780
0.06% of portfolio
|
Q4 2023
Reduced 94.3%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
700
shares
|
$127,505
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
689
shares
|
$125,501
0.01% of portfolio
|
Q4 2023
Reduced 50.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
684
shares
|
$124,590
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
678
shares
|
$123,497
0.07% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
666
shares
|
$121,311
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
655
shares
|
$119,308
0.01% of portfolio
|
Q3 2024
Reduced 51.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
615
shares
|
$112,022
0.0% of portfolio
|
Q2 2024
Reduced 52.29%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
605
shares
|
$110,200
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
600
shares
|
$109,290
0.06% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
600
shares
|
$109,290
0.03% of portfolio
|
Q4 2022
New holding
|