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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,073
shares
|
$559,746
0.25% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,068
shares
|
$558,836
0.3% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,064
shares
|
$558,107
0.17% of portfolio
|
Q4 2020
Added 68.73%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,064
shares
|
$558,107
0.13% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,063
shares
|
$557,925
0.06% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,056
shares
|
$556,650
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
3,045
shares
|
$554,646
0.09% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
3,038
shares
|
$553,371
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3,035
shares
|
$552,825
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,035
shares
|
$552,825
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,024
shares
|
$550,821
0.12% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,022
shares
|
$550,457
0.05% of portfolio
|
Q4 2021
Added 4.31%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,016
shares
|
$549,364
0.35% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,010
shares
|
$548,271
0.13% of portfolio
|
Q1 2024
Reduced 21.59%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,008
shares
|
$547,907
0.31% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,008
shares
|
$547,907
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$546,450
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
2,998
shares
|
$546,085
0.09% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
2,995
shares
|
$545,539
0.07% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,991
shares
|
$544,810
0.02% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,990
shares
|
$544,628
0.03% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,978
shares
|
$542,442
0.32% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,975
shares
|
$541,896
0.1% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,971
shares
|
$541,167
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|