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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
338
shares
|
$61,566
0.02% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
336
shares
|
$61,202
0.02% of portfolio
|
Q3 2024
Reduced 30.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
336
shares
|
$61,202
0.0% of portfolio
|
Q2 2024
Added 84.62%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
335
shares
|
$61,020
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
321
shares
|
$58,470
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
314
shares
|
$57,195
0.02% of portfolio
|
Q1 2022
Added 16.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
313
shares
|
$57,012
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
293
shares
|
$53,369
0.03% of portfolio
|
Q2 2024
Added 78.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
288
shares
|
$52,459
0.01% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
275
shares
|
$50,091
0.02% of portfolio
|
Q3 2024
Added 169.61%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
270
shares
|
$49,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
268
shares
|
$48,816
0.03% of portfolio
|
Q3 2024
Added 133.04%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
266
shares
|
$48,451
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
264
shares
|
$48,087
0.01% of portfolio
|
Q2 2024
Added 146.73%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
263
shares
|
$47,905
0.04% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
261
shares
|
$47,541
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
259
shares
|
$47,176
0.02% of portfolio
|
Q3 2024
Added 661.76%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
250
shares
|
$45,537
0.04% of portfolio
|
Q1 2019
Reduced 0.79%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$45,537
0.04% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
245
shares
|
$44,626
0.01% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
245
shares
|
$44,626
0.0% of portfolio
|
Q4 2023
Reduced 71.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
230
shares
|
$41,894
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
222
shares
|
$40,437
0.03% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
214
shares
|
$38,980
0.02% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
209
shares
|
$38,069
0.03% of portfolio
|
Q1 2023
New holding
|