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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,427
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
6,421
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
6,400
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,388
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
6,376
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
6,375
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,369
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2024
Added 38.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,353
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 76.28%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,349
shares
|
$1.16 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,336
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
6,332
shares
|
$1.15 Million
0.48% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,326
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,320
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,304
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
6,290
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
6,284
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,275
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2024
Added 72.91%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
6,269
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
6,244
shares
|
$1.14 Million
0.86% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
6,237
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,236
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,234
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
6,231
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 16.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,216
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
Added 1.07%
|