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 2,268 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,138,239
shares
|
$3.85 Billion
0.32% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,144,754
shares
|
$2.21 Billion
0.16% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
9,687,413
shares
|
$1.76 Billion
0.41% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
9,407,492
shares
|
$1.71 Billion
0.03% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,823,204
shares
|
$1.24 Billion
3.86% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,386,021
shares
|
$1.16 Billion
0.26% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,808,810
shares
|
$1.06 Billion
0.49% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,786,899
shares
|
$872 Million
9.39% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,698,942
shares
|
$674 Million
0.42% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,693,517
shares
|
$673 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,295,589
shares
|
$600 Million
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,809,801
shares
|
$512 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,375,198
shares
|
$433 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,215,860
shares
|
$404 Million
0.13% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,211,138
shares
|
$403 Million
0.59% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,952,910
shares
|
$356 Million
0.88% of portfolio
|
Q3 2023
Reduced 12.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,913,049
shares
|
$348 Million
6.71% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,662,043
shares
|
$303 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,513,220
shares
|
$276 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,501,406
shares
|
$273 Million
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,373,644
shares
|
$250 Million
3.21% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,279,876
shares
|
$233 Million
0.42% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,262,716
shares
|
$230 Million
18.77% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,208,253
shares
|
$220 Million
3.09% of portfolio
|
Q3 2024
Added 11084.42%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,153,657
shares
|
$210 Million
10.17% of portfolio
|
Q3 2024
Added 2.36%
|