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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,030
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2022
Added 131.32%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
57,982
shares
|
$10.6 Million
4.55% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
57,939
shares
|
$10.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
57,821
shares
|
$10.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
57,347
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
57,268
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.31%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
57,065
shares
|
$10.4 Million
2.17% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
56,908
shares
|
$10.4 Million
0.1% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
56,641
shares
|
$10.3 Million
1.5% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
56,399
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
56,359
shares
|
$10.3 Million
1.57% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
56,217
shares
|
$10.2 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
55,619
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
55,316
shares
|
$10.1 Million
6.28% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
54,823
shares
|
$9.99 Million
7.97% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
54,502
shares
|
$9.93 Million
6.5% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
54,467
shares
|
$9.92 Million
2.48% of portfolio
|
Q3 2024
Added 423.92%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
54,453
shares
|
$9.92 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
54,304
shares
|
$9.89 Million
7.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
54,291
shares
|
$9.89 Million
1.37% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
54,027
shares
|
$9.84 Million
4.89% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
53,983
shares
|
$9.83 Million
3.61% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
53,751
shares
|
$9.79 Million
0.23% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
53,660
shares
|
$9.77 Million
7.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
53,568
shares
|
$9.76 Million
7.96% of portfolio
|
Q3 2024
Reduced 2.55%
|