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 |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
42,510
shares
|
$7.74 Million
4.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
42,453
shares
|
$7.73 Million
2.02% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
42,428
shares
|
$7.73 Million
0.43% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
42,384
shares
|
$7.72 Million
0.55% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
42,223
shares
|
$7.69 Million
5.18% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
42,196
shares
|
$7.69 Million
3.18% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
42,014
shares
|
$7.65 Million
0.03% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
42,004
shares
|
$7.65 Million
2.94% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
41,971
shares
|
$7.65 Million
5.12% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
41,903
shares
|
$7.63 Million
1.26% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
41,304
shares
|
$7.52 Million
1.99% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
40,842
shares
|
$7.44 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
40,615
shares
|
$7.4 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
40,583
shares
|
$7.39 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
40,546
shares
|
$7.39 Million
1.3% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
40,423
shares
|
$7.36 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
40,423
shares
|
$7.36 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
40,196
shares
|
$7.32 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
40,163
shares
|
$7.32 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
39,955
shares
|
$7.28 Million
0.01% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
39,706
shares
|
$7.23 Million
4.71% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,559
shares
|
$7.21 Million
0.07% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
39,366
shares
|
$7.17 Million
1.17% of portfolio
|
Q3 2024
Added 97.92%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|