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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
342,555
shares
|
$62.4 Million
0.42% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
340,428
shares
|
$62 Million
12.73% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
328,803
shares
|
$59.9 Million
0.83% of portfolio
|
Q3 2024
Added 11102.83%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$59.4 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
325,628
shares
|
$59.3 Million
3.49% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
310,074
shares
|
$56.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 41.7%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
308,872
shares
|
$56.3 Million
7.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
303,244
shares
|
$55.2 Million
0.69% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
298,221
shares
|
$54.3 Million
20.46% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
280,288
shares
|
$51.1 Million
2.84% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
276,573
shares
|
$50.4 Million
2.05% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
274,890
shares
|
$50.1 Million
5.17% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
272,653
shares
|
$49.7 Million
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
269,930
shares
|
$49.2 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
262,020
shares
|
$47.7 Million
12.27% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
260,820
shares
|
$47.5 Million
4.32% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
256,322
shares
|
$46.7 Million
3.31% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
254,555
shares
|
$46.4 Million
8.97% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
253,423
shares
|
$46.2 Million
3.46% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
252,178
shares
|
$45.9 Million
7.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
251,311
shares
|
$45.8 Million
3.42% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
250,515
shares
|
$45.6 Million
4.85% of portfolio
|
Q3 2024
Reduced 7.26%
|