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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,014
shares
|
$366,850
0.03% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,006
shares
|
$365,392
0.11% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$364,300
0.04% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$364,300
0.23% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,998
shares
|
$363,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,983
shares
|
$361,203
0.01% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,979
shares
|
$360,474
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,978
shares
|
$360,292
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,973
shares
|
$359,381
0.14% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,972
shares
|
$359,199
0.07% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
1,972
shares
|
$359,199
0.21% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,969
shares
|
$358,653
0.13% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
1,964
shares
|
$357,742
0.09% of portfolio
|
Q1 2023
Reduced 74.05%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
1,963
shares
|
$357,560
0.37% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,958
shares
|
$356,649
0.02% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1,949
shares
|
$355,010
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,948
shares
|
$354,828
0.13% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
1,947
shares
|
$354,646
0.17% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,941
shares
|
$353,553
0.14% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
1,939
shares
|
$353,188
0.18% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,932
shares
|
$351,913
0.13% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
1,932
shares
|
$351,913
0.23% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,931
shares
|
$351,731
0.01% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,928
shares
|
$351,185
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
1,923
shares
|
$350,274
0.82% of portfolio
|
Q1 2022
Reduced 40.76%
|