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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
14,188
shares
|
$2.58 Million
1.22% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
14,127
shares
|
$2.57 Million
0.43% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,126
shares
|
$2.57 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,084
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
14,040
shares
|
$2.56 Million
2.29% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
14,010
shares
|
$2.55 Million
0.23% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,985
shares
|
$2.55 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
13,918
shares
|
$2.54 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
13,900
shares
|
$2.53 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,861
shares
|
$2.52 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
13,825
shares
|
$2.52 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
13,775
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,655
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
13,643
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
13,598
shares
|
$2.48 Million
0.61% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
13,581
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
13,507
shares
|
$2.46 Million
1.13% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
13,492
shares
|
$2.46 Million
2.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,424
shares
|
$2.45 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,380
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,380
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,362
shares
|
$2.43 Million
0.14% of portfolio
|
Q2 2022
Reduced 7.51%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,361
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
13,261
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,114
shares
|
$2.39 Million
0.09% of portfolio
|
Q3 2024
Added 4.02%
|