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 2,371 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 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
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$45,173
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
245
shares
|
$44,626
0.0% of portfolio
|
Q4 2023
Reduced 71.18%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
231
shares
|
$42,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Jan 06, 2025 Q4 2024 |
222
shares
|
$40,437
0.03% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
220
shares
|
$40,073
0.0% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
219
shares
|
$39,890
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
217
shares
|
$39,526
0.01% of portfolio
|
Q4 2024
Added 244.44%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
214
shares
|
$38,980
0.02% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
209
shares
|
$38,069
0.0% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
208
shares
|
$37,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
201
shares
|
$36,612
0.01% of portfolio
|
Q3 2023
Reduced 29.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$36,430
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
199
shares
|
$36,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
196
shares
|
$35,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
192
shares
|
$34,972
0.02% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
191
shares
|
$34,790
0.01% of portfolio
|
Q4 2021
Added 75.23%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
186
shares
|
$33,879
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
184
shares
|
$33,515
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
175
shares
|
$31,876
0.0% of portfolio
|
Q2 2023
Reduced 30.28%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
175
shares
|
$31,876
0.01% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
172
shares
|
$31,329
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
170
shares
|
$30,965
0.01% of portfolio
|
Q4 2024
New holding
|