Accredited Investor Services, LLC Vanguard Dividend Appreciation Transaction History
Accredited Investor Services, LLC
- $145 Billion
- Q3 2025
A detailed history of Accredited Investor Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Accredited Investor Services, LLC holds 2,275 shares of VIG stock, worth $414,391. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,275
Previous 2,265
0.44%
Holding current value
$414,391
Previous $464 Million
5.9%
% of portfolio
0.34%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio