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 |
---|---|---|---|---|---|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
99,583
shares
|
$18 Million
7.48% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
99,332
shares
|
$18 Million
1.5% of portfolio
|
Q1 2024
Added 2.21%
|
|
Fusion Capital, LLC
|
May 15, 2024 Q1 2024 |
98,590
shares
|
$17.8 Million
8.24% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Dan L Duncan Foundation
Houston, TX |
May 15, 2024 Q1 2024 |
97,273
shares
|
$17.6 Million
26.63% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
96,501
shares
|
$17.5 Million
1.84% of portfolio
|
Q1 2024
Added 6.24%
|
|
Kilter Howling LLC
Boulder, CO |
May 10, 2024 Q1 2024 |
95,933
shares
|
$17.4 Million
12.3% of portfolio
|
Q1 2024
Added 2.42%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
95,909
shares
|
$17.3 Million
1.63% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 02, 2024 Q1 2024 |
95,385
shares
|
$17.3 Million
5.53% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
95,157
shares
|
$17.2 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
94,949
shares
|
$17.2 Million
3.92% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
94,837
shares
|
$17.2 Million
0.55% of portfolio
|
Q1 2024
Added 22.17%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
94,622
shares
|
$17.1 Million
0.39% of portfolio
|
Q1 2024
Added 1.14%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
94,238
shares
|
$17 Million
0.35% of portfolio
|
Q1 2024
Added 38.35%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
93,274
shares
|
$16.9 Million
1.12% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Snider Financial Group
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
92,932
shares
|
$16.8 Million
7.08% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,601
shares
|
$16.8 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
92,489
shares
|
$16.7 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Family Management Corp
New York, NY |
May 15, 2024 Q1 2024 |
92,319
shares
|
$16.7 Million
3.22% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 13, 2024 Q1 2024 |
92,000
shares
|
$16.6 Million
3.13% of portfolio
|
Q3 2023
New holding
|
|
Vantage Financial Partners Ltd., Inc.
|
May 14, 2024 Q1 2024 |
90,290
shares
|
$16.3 Million
4.41% of portfolio
|
Q1 2024
Added 24.74%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
90,215
shares
|
$16.3 Million
0.26% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
89,655
shares
|
$16.2 Million
5.89% of portfolio
|
Q1 2024
Added 1.62%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
89,562
shares
|
$16.2 Million
0.37% of portfolio
|
Q1 2024
Added 47.53%
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
87,756
shares
|
$15.9 Million
6.57% of portfolio
|
Q1 2024
Added 13.67%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
87,290
shares
|
$15.8 Million
0.74% of portfolio
|
Q1 2024
New holding
|