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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
7,650
shares
|
$1.39 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
7,649
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
7,633
shares
|
$1.39 Million
1.18% of portfolio
|
Q3 2024
Reduced 52.55%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
7,605
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Added 21.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,602
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
7,593
shares
|
$1.38 Million
0.51% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,582
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
7,533
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
7,448
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
7,440
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
7,414
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
7,377
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,363
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
7,343
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
7,334
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
7,329
shares
|
$1.33 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
7,319
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Added 52.83%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,282
shares
|
$1.33 Million
0.63% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
7,257
shares
|
$1.32 Million
1.45% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
7,251
shares
|
$1.32 Million
1.3% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
7,233
shares
|
$1.32 Million
0.85% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
7,199
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,158
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,157
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
7,153
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.04%
|