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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
5,338
shares
|
$972,316
0.06% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,334
shares
|
$971,588
0.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,320
shares
|
$969,038
0.38% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
5,311
shares
|
$967,398
0.6% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
5,303
shares
|
$965,941
1.52% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,300
shares
|
$965,395
1.32% of portfolio
|
Q3 2022
Added 1.92%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,292
shares
|
$963,937
0.25% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,283
shares
|
$962,298
0.06% of portfolio
|
Q3 2024
Reduced 82.41%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,255
shares
|
$957,198
0.15% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
5,238
shares
|
$954,101
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,208
shares
|
$948,637
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,193
shares
|
$945,904
0.3% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,161
shares
|
$940,076
0.02% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
5,160
shares
|
$939,894
0.45% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,156
shares
|
$939,165
0.03% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,148
shares
|
$937,708
0.15% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,139
shares
|
$936,068
0.35% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,134
shares
|
$935,158
0.37% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,133
shares
|
$934,975
0.3% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,107
shares
|
$930,240
0.39% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,089
shares
|
$926,961
0.08% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,076
shares
|
$924,593
0.42% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,075
shares
|
$924,411
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|