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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
92,293
shares
|
$16.8 Million
0.2% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
92,034
shares
|
$16.8 Million
1.62% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
91,966
shares
|
$16.8 Million
24.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
91,709
shares
|
$16.7 Million
1.38% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
91,626
shares
|
$16.7 Million
2.12% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
91,246
shares
|
$16.6 Million
5.16% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
91,211
shares
|
$16.6 Million
2.88% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
90,788
shares
|
$16.5 Million
3.19% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
90,539
shares
|
$16.5 Million
6.1% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
90,130
shares
|
$16.4 Million
5.51% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
89,891
shares
|
$16.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
89,558
shares
|
$16.3 Million
0.48% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
89,528
shares
|
$16.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
89,191
shares
|
$16.2 Million
7.42% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
87,945
shares
|
$16 Million
4.69% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
87,782
shares
|
$16 Million
0.77% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
87,198
shares
|
$15.9 Million
5.06% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
86,722
shares
|
$15.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
86,194
shares
|
$15.7 Million
3.48% of portfolio
|
Q3 2020
Added 4.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
86,022
shares
|
$15.7 Million
0.57% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
85,665
shares
|
$15.6 Million
5.13% of portfolio
|
Q3 2024
Added 159.17%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
85,117
shares
|
$15.5 Million
3.37% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
84,665
shares
|
$15.4 Million
0.35% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|