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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
11,520
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
11,455
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,451
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
11,441
shares
|
$2.08 Million
0.43% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
11,389
shares
|
$2.07 Million
0.38% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
11,354
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
11,307
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
11,296
shares
|
$2.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,274
shares
|
$2.05 Million
0.27% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
11,272
shares
|
$2.05 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,267
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
11,207
shares
|
$2.04 Million
0.19% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
11,156
shares
|
$2.03 Million
0.57% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,135
shares
|
$2.03 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
11,118
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
11,112
shares
|
$2.02 Million
1.8% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
11,104
shares
|
$2.02 Million
1.64% of portfolio
|
Q4 2022
Added 19.53%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
11,075
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
11,006
shares
|
$2 Million
1.31% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
10,984
shares
|
$2 Million
1.83% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
10,974
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,910
shares
|
$1.99 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
10,889
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
10,881
shares
|
$1.98 Million
0.49% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
10,881
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.16%
|