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 |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
1,837
shares
|
$334,609
0.17% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
1,836
shares
|
$334,427
0.1% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,835
shares
|
$334,245
0.12% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,834
shares
|
$334,063
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
1,831
shares
|
$333,516
0.1% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,830
shares
|
$333,334
0.34% of portfolio
|
Q1 2022
Reduced 3.38%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$332,423
0.08% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,824
shares
|
$332,241
0.11% of portfolio
|
Q4 2022
Reduced 30.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,822
shares
|
$331,877
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,821
shares
|
$331,695
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,820
shares
|
$331,513
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,820
shares
|
$331,513
0.04% of portfolio
|
Q3 2024
Added 142.34%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,820
shares
|
$331,513
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,816
shares
|
$330,784
0.03% of portfolio
|
Q3 2023
Added 20.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
1,807
shares
|
$329,145
0.03% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
1,805
shares
|
$328,780
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$327,870
0.04% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,794
shares
|
$326,777
0.13% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,792
shares
|
$326,412
0.25% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,791
shares
|
$326,230
0.23% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
1,780
shares
|
$324,227
0.42% of portfolio
|
Q4 2021
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
1,776
shares
|
$323,498
0.17% of portfolio
|
Q4 2023
Added 17.23%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,769
shares
|
$322,223
0.08% of portfolio
|
Q1 2023
Added 112.11%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,768
shares
|
$322,041
0.27% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
1,766
shares
|
$321,676
0.11% of portfolio
|
Q1 2023
Added 25.96%
|