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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
31,001
shares
|
$5.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
30,921
shares
|
$5.63 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
30,820
shares
|
$5.61 Million
4.1% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
30,691
shares
|
$5.59 Million
0.14% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
30,527
shares
|
$5.56 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
30,418
shares
|
$5.54 Million
0.13% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,325
shares
|
$5.52 Million
4.05% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,304
shares
|
$5.52 Million
0.95% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,291
shares
|
$5.52 Million
0.07% of portfolio
|
Q3 2024
Added 253.7%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
30,203
shares
|
$5.5 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,192
shares
|
$5.5 Million
1.85% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
30,142
shares
|
$5.49 Million
2.78% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
30,014
shares
|
$5.47 Million
3.19% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
30,005
shares
|
$5.47 Million
1.64% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
29,659
shares
|
$5.4 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29,641
shares
|
$5.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
29,594
shares
|
$5.39 Million
1.34% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
29,431
shares
|
$5.36 Million
1.97% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
29,421
shares
|
$5.36 Million
2.82% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
29,249
shares
|
$5.33 Million
0.87% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,243
shares
|
$5.33 Million
0.43% of portfolio
|
Q3 2024
Added 408.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,238
shares
|
$5.33 Million
0.28% of portfolio
|
Q3 2022
Added 71.96%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
29,122
shares
|
$5.3 Million
1.2% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,950
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.69%
|