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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
67,258
shares
|
$12.3 Million
7.04% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
67,160
shares
|
$12.2 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
66,721
shares
|
$12.2 Million
0.82% of portfolio
|
Q3 2024
Added 1220.42%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
66,657
shares
|
$12.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
66,509
shares
|
$12.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
65,731
shares
|
$12 Million
17.44% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
65,529
shares
|
$11.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
65,380
shares
|
$11.9 Million
0.87% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
64,955
shares
|
$11.8 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
64,937
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
64,678
shares
|
$11.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 30.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
64,557
shares
|
$11.8 Million
0.52% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
64,521
shares
|
$11.8 Million
0.19% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
64,192
shares
|
$11.7 Million
6.16% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
63,333
shares
|
$11.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,084
shares
|
$11.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
63,043
shares
|
$11.5 Million
1.34% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
63,008
shares
|
$11.5 Million
3.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
63,001
shares
|
$11.5 Million
0.79% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
62,924
shares
|
$11.5 Million
2.14% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
62,876
shares
|
$11.5 Million
0.92% of portfolio
|
Q3 2024
Added 272.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
62,768
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
62,101
shares
|
$11.3 Million
2.78% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
61,654
shares
|
$11.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
61,452
shares
|
$11.2 Million
6.7% of portfolio
|
Q3 2024
New holding
|