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 |
|---|---|---|---|---|---|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
28,944
shares
|
$5.27 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
28,893
shares
|
$5.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
28,876
shares
|
$5.26 Million
0.32% of portfolio
|
Q3 2024
Added 106.51%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
28,800
shares
|
$5.25 Million
3.63% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
28,786
shares
|
$5.24 Million
2.53% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
28,730
shares
|
$5.23 Million
1.53% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
28,535
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
28,498
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
28,438
shares
|
$5.18 Million
3.99% of portfolio
|
Q2 2024
Reduced 26.17%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
28,245
shares
|
$5.14 Million
0.56% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
28,223
shares
|
$5.14 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,210
shares
|
$5.14 Million
2.04% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
28,138
shares
|
$5.13 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
27,935
shares
|
$5.09 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
27,865
shares
|
$5.08 Million
0.53% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
27,697
shares
|
$5.05 Million
4.35% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
27,528
shares
|
$5.01 Million
2.27% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
27,417
shares
|
$4.99 Million
4.24% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,316
shares
|
$4.98 Million
1.56% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,271
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,221
shares
|
$4.96 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
27,008
shares
|
$4.92 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
26,895
shares
|
$4.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,665
shares
|
$4.86 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
26,542
shares
|
$4.83 Million
2.15% of portfolio
|
Q3 2024
Reduced 2.34%
|