Councilmark Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Councilmark Asset Management, LLC
- $174 Billion
- Q3 2025
A detailed history of Councilmark Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Councilmark Asset Management, LLC holds 58,694 shares of VIG stock, worth $10.7 Million. This represents 7.26% of its overall portfolio holdings.
Number of Shares
58,694
Previous 31,685
85.24%
Holding current value
$10.7 Million
Previous $6.48 Billion
95.31%
% of portfolio
7.26%
Previous 4.11%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio