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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
16,454
shares
|
$3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
16,450
shares
|
$3 Million
0.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
16,445
shares
|
$3 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
16,414
shares
|
$2.99 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
16,379
shares
|
$2.98 Million
0.81% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,284
shares
|
$2.97 Million
0.32% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
16,120
shares
|
$2.94 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$2.87 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
15,734
shares
|
$2.87 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
15,649
shares
|
$2.85 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
15,636
shares
|
$2.85 Million
0.53% of portfolio
|
Q3 2024
Added 329.21%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
15,630
shares
|
$2.85 Million
0.27% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
15,570
shares
|
$2.84 Million
0.76% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
15,548
shares
|
$2.83 Million
1.08% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
15,511
shares
|
$2.83 Million
0.24% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
15,450
shares
|
$2.81 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
15,441
shares
|
$2.81 Million
1.31% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
15,439
shares
|
$2.81 Million
0.15% of portfolio
|
Q3 2024
Added 193.91%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
15,422
shares
|
$2.81 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,328
shares
|
$2.79 Million
0.83% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,321
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,297
shares
|
$2.79 Million
1.15% of portfolio
|
Q3 2024
Added 1159.01%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,269
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
15,260
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|