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 2,269 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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,281
shares
|
$233,334
0.04% of portfolio
|
Q3 2024
Reduced 56.24%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
1,280
shares
|
$233,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,275
shares
|
$232,241
0.05% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,259
shares
|
$229,326
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,255
shares
|
$228,598
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$227,869
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,250
shares
|
$227,687
0.18% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,248
shares
|
$227,323
0.11% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,242
shares
|
$226,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,239
shares
|
$225,683
0.13% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,237
shares
|
$225,319
0.01% of portfolio
|
Q2 2024
Reduced 9.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1,236
shares
|
$225,137
0.04% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,236
shares
|
$225,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,233
shares
|
$224,590
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,232
shares
|
$224,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
1,229
shares
|
$223,862
0.06% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
1,227
shares
|
$223,498
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,226
shares
|
$223,315
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,225
shares
|
$223,133
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,224
shares
|
$222,951
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,224
shares
|
$222,951
0.04% of portfolio
|
Q4 2023
Reduced 18.4%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,223
shares
|
$222,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,222
shares
|
$222,587
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,220
shares
|
$222,223
0.14% of portfolio
|
Q2 2024
Added 71.35%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,217
shares
|
$221,676
0.02% of portfolio
|
Q3 2024
New holding
|