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 2,271 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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
1,029
shares
|
$187,432
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
1,028
shares
|
$187,250
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,028
shares
|
$187,250
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,026
shares
|
$186,885
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,025
shares
|
$186,703
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,022
shares
|
$186,157
0.04% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,019
shares
|
$185,610
0.01% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,017
shares
|
$185,246
0.06% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,013
shares
|
$184,517
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
1,013
shares
|
$184,517
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,012
shares
|
$184,335
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$182,150
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
989
shares
|
$180,146
0.02% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
977
shares
|
$177,960
0.05% of portfolio
|
Q2 2024
Added 6.2%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
948
shares
|
$172,678
0.09% of portfolio
|
Q2 2022
Added 2.05%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
934
shares
|
$170,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
915
shares
|
$166,667
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
889
shares
|
$161,931
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
880
shares
|
$160,292
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
868
shares
|
$158,106
0.03% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
866
shares
|
$157,741
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
861
shares
|
$156,831
0.03% of portfolio
|
Q3 2024
Added 383.71%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
860
shares
|
$156,649
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
843
shares
|
$153,552
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
833
shares
|
$151,730
0.01% of portfolio
|
Q2 2023
Added 10.04%
|