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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
5,615
shares
|
$1.02 Million
0.65% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,613
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,604
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,581
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,561
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
5,558
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,557
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,548
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,544
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,542
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2023
Reduced 20.44%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,542
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 78.2%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
5,537
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,523
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
5,517
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
5,509
shares
|
$1 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,500
shares
|
$1 Million
0.07% of portfolio
|
Q3 2017
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,495
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,493
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,474
shares
|
$997,089
0.06% of portfolio
|
Q3 2024
Added 34.1%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
5,408
shares
|
$985,067
0.26% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,397
shares
|
$983,063
0.24% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
5,395
shares
|
$982,699
0.41% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
5,376
shares
|
$979,238
1.98% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,374
shares
|
$978,874
0.19% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,342
shares
|
$973,045
0.05% of portfolio
|
Q2 2022
Added 12.51%
|