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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
20,112
shares
|
$3.66 Million
0.35% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
20,018
shares
|
$3.65 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
19,926
shares
|
$3.63 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
19,706
shares
|
$3.59 Million
0.27% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
19,686
shares
|
$3.59 Million
0.17% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
19,657
shares
|
$3.58 Million
0.91% of portfolio
|
Q2 2024
Reduced 78.23%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
19,610
shares
|
$3.57 Million
2.43% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
19,590
shares
|
$3.57 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
19,540
shares
|
$3.56 Million
0.28% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
19,498
shares
|
$3.55 Million
2.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
19,493
shares
|
$3.55 Million
0.27% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
19,410
shares
|
$3.54 Million
2.04% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
19,346
shares
|
$3.52 Million
1.75% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
19,335
shares
|
$3.52 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
19,287
shares
|
$3.51 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
19,220
shares
|
$3.5 Million
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
19,199
shares
|
$3.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
19,138
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
19,101
shares
|
$3.48 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,063
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
18,989
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
18,959
shares
|
$3.45 Million
2.18% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
18,957
shares
|
$3.45 Million
0.59% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
18,955
shares
|
$3.45 Million
1.56% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
18,921
shares
|
$3.45 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.61%
|