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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
4,003
shares
|
$729,146
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
4,002
shares
|
$728,964
0.05% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,992
shares
|
$727,142
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,973
shares
|
$723,681
0.25% of portfolio
|
Q3 2024
Added 44.68%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,962
shares
|
$721,678
0.06% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
3,943
shares
|
$718,217
0.18% of portfolio
|
Q2 2023
Added 7.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,941
shares
|
$717,853
0.13% of portfolio
|
Q2 2024
Added 110.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,937
shares
|
$717,124
0.1% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
3,933
shares
|
$716,395
0.32% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,923
shares
|
$714,574
0.28% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
3,922
shares
|
$714,392
0.23% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
3,910
shares
|
$712,206
0.38% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$710,385
0.04% of portfolio
|
Q4 2022
Added 71.05%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
3,896
shares
|
$709,656
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,878
shares
|
$706,377
0.04% of portfolio
|
Q2 2022
Reduced 20.17%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,874
shares
|
$705,649
0.14% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,873
shares
|
$705,466
0.06% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
3,872
shares
|
$705,284
0.59% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$704,920
0.03% of portfolio
|
Q3 2024
Added 46.59%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,836
shares
|
$698,727
0.08% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
3,830
shares
|
$697,634
0.88% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
3,829
shares
|
$697,452
0.21% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,820
shares
|
$695,813
0.29% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$694,355
0.0% of portfolio
|
Q3 2024
Reduced 40.75%
|