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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
9,436
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,353
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
9,340
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,323
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2023
Reduced 16.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
9,292
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
9,272
shares
|
$1.69 Million
1.24% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,260
shares
|
$1.69 Million
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,233
shares
|
$1.68 Million
0.67% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
9,224
shares
|
$1.68 Million
0.85% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
9,212
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
9,210
shares
|
$1.68 Million
1.78% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,167
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
9,124
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
9,089
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Mad River Investors
|
Oct 22, 2024 Q3 2024 |
9,065
shares
|
$1.65 Million
1.01% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,057
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,054
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
9,028
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,020
shares
|
$1.64 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$1.64 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,901
shares
|
$1.62 Million
0.35% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
8,886
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
8,872
shares
|
$1.62 Million
0.83% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,836
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,805
shares
|
$1.6 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.06%
|