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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
32,687
shares
|
$5.95 Million
0.23% of portfolio
|
Q3 2024
Added 117.25%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
32,684
shares
|
$5.95 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
32,637
shares
|
$5.94 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,604
shares
|
$5.94 Million
2.03% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
32,415
shares
|
$5.9 Million
2.17% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
32,355
shares
|
$5.89 Million
2.61% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
32,306
shares
|
$5.88 Million
0.3% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
32,275
shares
|
$5.88 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
32,179
shares
|
$5.86 Million
0.97% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
32,160
shares
|
$5.86 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
31,971
shares
|
$5.82 Million
2.77% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
31,949
shares
|
$5.82 Million
1.96% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
31,924
shares
|
$5.81 Million
1.31% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
31,921
shares
|
$5.81 Million
9.17% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
31,878
shares
|
$5.81 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
31,854
shares
|
$5.8 Million
0.28% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
31,835
shares
|
$5.8 Million
1.3% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
31,791
shares
|
$5.79 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
31,704
shares
|
$5.77 Million
5.33% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
31,701
shares
|
$5.77 Million
0.8% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
31,683
shares
|
$5.77 Million
1.77% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
31,607
shares
|
$5.76 Million
2.08% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
31,518
shares
|
$5.74 Million
3.02% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
31,298
shares
|
$5.7 Million
2.85% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
31,264
shares
|
$5.69 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.24%
|