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 |
|---|---|---|---|---|---|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
1,623
shares
|
$295,629
0.19% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,622
shares
|
$295,447
0.2% of portfolio
|
Q1 2023
Reduced 22.5%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
1,622
shares
|
$295,447
0.02% of portfolio
|
Q2 2024
Reduced 22.65%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
1,620
shares
|
$295,083
0.17% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,617
shares
|
$294,536
0.03% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q1 2024
Added 25.27%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
1,613
shares
|
$293,807
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,603
shares
|
$291,986
0.11% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,603
shares
|
$291,986
0.0% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
1,600
shares
|
$291,440
0.16% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,600
shares
|
$291,440
0.04% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,600
shares
|
$291,440
0.46% of portfolio
|
Q4 2022
Added 110.8%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,596
shares
|
$290,711
0.14% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
1,593
shares
|
$290,164
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,591
shares
|
$289,800
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,583
shares
|
$288,343
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
1,580
shares
|
$287,797
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
1,575
shares
|
$286,886
0.07% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,574
shares
|
$286,704
0.04% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,574
shares
|
$286,704
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
1,574
shares
|
$286,704
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
1,573
shares
|
$286,521
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,562
shares
|
$284,518
0.16% of portfolio
|
Q2 2024
Reduced 4.42%
|