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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,920
shares
|
$349,728
0.34% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,918
shares
|
$349,363
0.0% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,905
shares
|
$346,995
0.05% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
1,895
shares
|
$345,174
0.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,886
shares
|
$343,534
0.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,885
shares
|
$343,352
0.03% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,880
shares
|
$342,442
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,879
shares
|
$342,259
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,875
shares
|
$341,531
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,874
shares
|
$341,349
0.16% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,873
shares
|
$341,166
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,869
shares
|
$340,438
0.02% of portfolio
|
Q4 2023
Reduced 5.89%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
1,869
shares
|
$340,438
0.03% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
1,865
shares
|
$339,709
0.04% of portfolio
|
Q1 2024
Added 1.8%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
1,864
shares
|
$339,527
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,860
shares
|
$338,799
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
1,859
shares
|
$338,616
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
1,858
shares
|
$338,434
0.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,858
shares
|
$338,434
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,856
shares
|
$338,070
0.02% of portfolio
|
Q4 2022
Added 2.77%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,853
shares
|
$337,523
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
1,847
shares
|
$336,431
0.24% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,846
shares
|
$336,248
0.08% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
1,838
shares
|
$334,791
0.07% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,838
shares
|
$334,791
0.05% of portfolio
|
Q3 2024
Reduced 2.6%
|