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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,495
shares
|
$272,314
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,494
shares
|
$272,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,488
shares
|
$271,039
0.09% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$269,035
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,470
shares
|
$267,760
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,470
shares
|
$267,760
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,465
shares
|
$266,849
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
1,464
shares
|
$266,667
0.04% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,461
shares
|
$266,121
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,457
shares
|
$265,392
0.04% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,456
shares
|
$265,210
0.16% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,455
shares
|
$265,028
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
1,454
shares
|
$264,846
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,453
shares
|
$264,663
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,446
shares
|
$263,388
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,446
shares
|
$263,388
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,441
shares
|
$262,478
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
1,424
shares
|
$259,381
0.07% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,424
shares
|
$259,381
0.14% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
1,420
shares
|
$258,653
0.16% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,416
shares
|
$257,924
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,415
shares
|
$257,742
0.18% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,407
shares
|
$256,285
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$256,285
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,405
shares
|
$255,920
0.17% of portfolio
|
Q2 2024
New holding
|