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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
1,697
shares
|
$309,108
0.09% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
1,696
shares
|
$308,926
0.22% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
1,695
shares
|
$308,744
0.07% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
1,689
shares
|
$307,651
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
1,688
shares
|
$307,469
0.23% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,681
shares
|
$306,194
0.11% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,677
shares
|
$305,465
0.02% of portfolio
|
Q4 2023
Added 9.97%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
1,672
shares
|
$304,554
0.06% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,667
shares
|
$303,644
0.07% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
1,666
shares
|
$303,461
0.02% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,665
shares
|
$303,279
0.1% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
1,664
shares
|
$303,097
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,664
shares
|
$303,097
0.11% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,657
shares
|
$301,822
0.04% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
1,654
shares
|
$301,276
0.12% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,647
shares
|
$300,001
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
1,645
shares
|
$299,636
0.14% of portfolio
|
Q3 2024
Added 50.92%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,640
shares
|
$298,726
0.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,636
shares
|
$297,997
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,632
shares
|
$297,268
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,630
shares
|
$296,904
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,629
shares
|
$296,722
0.03% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,626
shares
|
$296,175
0.06% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,626
shares
|
$296,175
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
1,624
shares
|
$295,811
0.05% of portfolio
|
Q3 2024
Added 11.31%
|