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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
818
shares
|
$148,998
0.01% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
815
shares
|
$148,452
0.02% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
790
shares
|
$143,898
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
764
shares
|
$139,162
0.0% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
754
shares
|
$137,341
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
748
shares
|
$136,248
0.1% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
745
shares
|
$135,701
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
731
shares
|
$133,151
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
730
shares
|
$132,969
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
707
shares
|
$128,780
0.05% of portfolio
|
Q4 2023
Reduced 94.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
689
shares
|
$125,501
0.01% of portfolio
|
Q4 2023
Reduced 50.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
684
shares
|
$124,590
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
678
shares
|
$123,497
0.09% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
655
shares
|
$119,308
0.01% of portfolio
|
Q3 2024
Reduced 51.66%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
605
shares
|
$110,200
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
600
shares
|
$109,290
0.06% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
600
shares
|
$109,290
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
598
shares
|
$108,925
0.03% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
576
shares
|
$104,918
0.02% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
571
shares
|
$104,007
0.0% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
569
shares
|
$103,643
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|