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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
13,112
shares
|
$2.39 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,082
shares
|
$2.38 Million
2.03% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
13,064
shares
|
$2.38 Million
0.62% of portfolio
|
Q3 2024
Added 68.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
13,036
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
13,032
shares
|
$2.37 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,951
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,905
shares
|
$2.35 Million
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
12,868
shares
|
$2.34 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
12,856
shares
|
$2.34 Million
0.24% of portfolio
|
Q3 2024
Added 372.3%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
12,784
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
12,761
shares
|
$2.32 Million
1.11% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,714
shares
|
$2.32 Million
0.18% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
12,711
shares
|
$2.32 Million
0.25% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,700
shares
|
$2.31 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
12,606
shares
|
$2.3 Million
1.71% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
12,523
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,479
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,440
shares
|
$2.27 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
12,393
shares
|
$2.26 Million
0.3% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
12,344
shares
|
$2.25 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
12,320
shares
|
$2.24 Million
1.34% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
12,305
shares
|
$2.24 Million
0.78% of portfolio
|
Q3 2024
Added 0.77%
|