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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,120
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 769.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
15,095
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
15,081
shares
|
$2.75 Million
2.06% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,078
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
14,970
shares
|
$2.73 Million
1.97% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
14,904
shares
|
$2.71 Million
0.71% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,805
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
14,799
shares
|
$2.7 Million
1.24% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
14,700
shares
|
$2.68 Million
1.53% of portfolio
|
Q3 2024
Added 207.98%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
14,697
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
14,670
shares
|
$2.67 Million
0.22% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
14,637
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,617
shares
|
$2.66 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
14,609
shares
|
$2.66 Million
1.17% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,581
shares
|
$2.66 Million
1.26% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
14,526
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
14,432
shares
|
$2.63 Million
0.59% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,424
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
14,414
shares
|
$2.63 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,372
shares
|
$2.62 Million
0.18% of portfolio
|
Q3 2024
Added 32.25%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,359
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.43%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
14,318
shares
|
$2.61 Million
0.7% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
14,249
shares
|
$2.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|