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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
3,225
shares
|
$587,433
0.33% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
3,221
shares
|
$586,705
0.03% of portfolio
|
Q1 2024
Reduced 8.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,212
shares
|
$585,065
0.04% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,205
shares
|
$583,790
0.36% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,196
shares
|
$582,151
0.31% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,195
shares
|
$581,969
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,193
shares
|
$581,604
0.01% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
3,193
shares
|
$581,604
0.24% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,191
shares
|
$581,240
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
3,191
shares
|
$581,240
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$581,058
0.02% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
3,184
shares
|
$579,965
0.14% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
3,179
shares
|
$579,054
0.19% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,174
shares
|
$578,144
0.05% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
3,160
shares
|
$575,594
0.14% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,158
shares
|
$575,229
0.23% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,146
shares
|
$573,043
0.08% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,146
shares
|
$573,043
0.44% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
3,129
shares
|
$569,947
0.16% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,127
shares
|
$569,583
0.22% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$565,757
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,105
shares
|
$565,575
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,102
shares
|
$565,029
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,094
shares
|
$563,572
0.04% of portfolio
|
Q3 2024
Added 123.88%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
3,085
shares
|
$561,932
0.44% of portfolio
|
Q3 2024
Reduced 1.28%
|