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 |
|---|---|---|---|---|---|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
24,205
shares
|
$4.41 Million
1.46% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,025
shares
|
$4.38 Million
0.42% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
23,945
shares
|
$4.36 Million
1.03% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,943
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Added 108.94%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
23,938
shares
|
$4.36 Million
0.7% of portfolio
|
Q3 2022
Added 209.48%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
23,879
shares
|
$4.35 Million
2.97% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
23,857
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
23,831
shares
|
$4.34 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
23,816
shares
|
$4.34 Million
0.34% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
23,750
shares
|
$4.33 Million
0.13% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,720
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,625
shares
|
$4.3 Million
0.26% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
23,580
shares
|
$4.3 Million
0.66% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
23,429
shares
|
$4.27 Million
2.37% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,399
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
23,243
shares
|
$4.23 Million
1.9% of portfolio
|
Q2 2024
Added 4.14%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
23,066
shares
|
$4.2 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,999
shares
|
$4.19 Million
0.49% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
22,943
shares
|
$4.18 Million
1.28% of portfolio
|
Q3 2024
Added 195.39%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
22,939
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,895
shares
|
$4.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
22,893
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
22,765
shares
|
$4.15 Million
3.39% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
22,705
shares
|
$4.14 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
22,655
shares
|
$4.13 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.34%
|