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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
22,635
shares
|
$4.12 Million
0.15% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
22,612
shares
|
$4.12 Million
2.34% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
22,611
shares
|
$4.12 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
22,581
shares
|
$4.11 Million
2.2% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
22,493
shares
|
$4.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
22,361
shares
|
$4.07 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
22,329
shares
|
$4.07 Million
2.09% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
22,280
shares
|
$4.06 Million
0.77% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
22,263
shares
|
$4.06 Million
3.8% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
22,206
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
22,105
shares
|
$4.03 Million
2.71% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
22,041
shares
|
$4.01 Million
0.95% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
22,033
shares
|
$4.01 Million
2.88% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
21,955
shares
|
$4 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
21,900
shares
|
$3.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,786
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
21,699
shares
|
$3.95 Million
1.72% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,695
shares
|
$3.95 Million
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
21,663
shares
|
$3.95 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
21,639
shares
|
$3.94 Million
2.26% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
21,335
shares
|
$3.89 Million
0.7% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
21,287
shares
|
$3.88 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.31%
|