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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
26,485
shares
|
$4.82 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
26,412
shares
|
$4.81 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
26,133
shares
|
$4.76 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
26,109
shares
|
$4.76 Million
0.5% of portfolio
|
Q3 2024
Added 236.46%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
25,968
shares
|
$4.73 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
25,946
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
25,924
shares
|
$4.72 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
25,906
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
25,730
shares
|
$4.69 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
25,589
shares
|
$4.66 Million
3.61% of portfolio
|
Q3 2024
Added 159.6%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
25,553
shares
|
$4.65 Million
1.62% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
25,414
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
25,350
shares
|
$4.62 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,319
shares
|
$4.61 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
25,214
shares
|
$4.59 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
25,173
shares
|
$4.59 Million
0.3% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
25,171
shares
|
$4.58 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
25,074
shares
|
$4.57 Million
1.54% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
24,843
shares
|
$4.53 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
24,645
shares
|
$4.49 Million
2.78% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
24,644
shares
|
$4.49 Million
0.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
24,583
shares
|
$4.48 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
24,263
shares
|
$4.42 Million
0.55% of portfolio
|
Q3 2024
Added 0.4%
|