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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$9,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
46
shares
|
$8,378
0.01% of portfolio
|
Q1 2024
Reduced 84.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
46
shares
|
$8,378
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
44
shares
|
$8,014
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
41
shares
|
$7,468
0.01% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
41
shares
|
$7,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
41
shares
|
$7,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
39
shares
|
$7,103
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$6,739
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
36
shares
|
$6,557
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
35
shares
|
$6,375
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$6,193
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
31
shares
|
$5,646
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
29
shares
|
$5,282
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$3,825
0.01% of portfolio
|
Q3 2022
Added 5.0%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$1,821
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
10
shares
|
$1,821
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
9
shares
|
$1,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
9
shares
|
$1,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$1,275
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
7
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|