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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
53,552
shares
|
$9.75 Million
0.2% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
53,403
shares
|
$9.73 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
53,248
shares
|
$9.7 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,098
shares
|
$9.67 Million
1.63% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
52,979
shares
|
$9.65 Million
3.34% of portfolio
|
Q3 2024
Reduced 99.4%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
52,658
shares
|
$9.59 Million
3.94% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
52,279
shares
|
$9.52 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
52,271
shares
|
$9.52 Million
2.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
52,042
shares
|
$9.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
51,810
shares
|
$9.44 Million
0.08% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
51,701
shares
|
$9.42 Million
0.63% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
51,666
shares
|
$9.41 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
51,580
shares
|
$9.4 Million
0.04% of portfolio
|
Q3 2024
Added 95.3%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
51,540
shares
|
$9.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,518
shares
|
$9.38 Million
0.27% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,134
shares
|
$9.31 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
50,938
shares
|
$9.28 Million
1.36% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
50,604
shares
|
$9.22 Million
0.29% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
50,397
shares
|
$9.18 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
50,360
shares
|
$9.17 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
50,188
shares
|
$9.14 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
50,088
shares
|
$9.12 Million
0.59% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
50,081
shares
|
$9.12 Million
3.3% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
50,039
shares
|
$9.11 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$9.11 Million
0.27% of portfolio
|
Q3 2024
Added 40.01%
|