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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
45,878
shares
|
$8.36 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
45,735
shares
|
$8.33 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
45,717
shares
|
$8.33 Million
0.13% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
45,714
shares
|
$8.33 Million
0.7% of portfolio
|
Q2 2023
Reduced 8.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
45,714
shares
|
$8.33 Million
0.7% of portfolio
|
Q2 2023
Reduced 8.21%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
45,702
shares
|
$8.32 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
45,467
shares
|
$8.28 Million
0.22% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
45,424
shares
|
$8.27 Million
2.98% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
45,359
shares
|
$8.26 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
45,214
shares
|
$8.24 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
44,697
shares
|
$8.14 Million
3.93% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
44,379
shares
|
$8.08 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
44,157
shares
|
$8.04 Million
2.81% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
43,990
shares
|
$8.01 Million
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
43,491
shares
|
$7.92 Million
1.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
43,460
shares
|
$7.92 Million
0.14% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
43,404
shares
|
$7.91 Million
2.39% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
43,395
shares
|
$7.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
43,303
shares
|
$7.89 Million
0.49% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
43,247
shares
|
$7.88 Million
5.14% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
43,042
shares
|
$7.84 Million
0.09% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
42,935
shares
|
$7.82 Million
0.52% of portfolio
|
Q3 2024
Added 449.88%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
42,868
shares
|
$7.81 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
42,712
shares
|
$7.78 Million
3.63% of portfolio
|
Q3 2024
Added 99.64%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
42,692
shares
|
$7.78 Million
4.67% of portfolio
|
Q3 2024
Reduced 5.01%
|