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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
21,076
shares
|
$3.84 Million
3.32% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
21,037
shares
|
$3.83 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
20,913
shares
|
$3.81 Million
0.92% of portfolio
|
Q4 2022
Added 23.36%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,901
shares
|
$3.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
20,837
shares
|
$3.8 Million
1.36% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
20,669
shares
|
$3.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
20,577
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
20,571
shares
|
$3.75 Million
0.59% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
20,569
shares
|
$3.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$3.75 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
20,553
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
20,543
shares
|
$3.74 Million
0.92% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
20,539
shares
|
$3.74 Million
2.37% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
20,504
shares
|
$3.73 Million
1.52% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
20,487
shares
|
$3.73 Million
5.09% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
20,476
shares
|
$3.73 Million
1.71% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
20,406
shares
|
$3.72 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,378
shares
|
$3.71 Million
0.79% of portfolio
|
Q4 2022
Added 1.93%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,342
shares
|
$3.71 Million
2.19% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
20,322
shares
|
$3.7 Million
3.61% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
20,298
shares
|
$3.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
20,266
shares
|
$3.69 Million
0.83% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
20,256
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
20,232
shares
|
$3.69 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,136
shares
|
$3.67 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|