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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
568
shares
|
$103,461
0.01% of portfolio
|
Q2 2024
Added 42.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
549
shares
|
$100,000
0.03% of portfolio
|
Q2 2023
Added 31.65%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
542
shares
|
$98,725
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
540
shares
|
$98,361
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
534
shares
|
$97,268
0.02% of portfolio
|
Q3 2023
Added 136.28%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
512
shares
|
$93,260
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
507
shares
|
$92,350
0.02% of portfolio
|
Q3 2024
Added 3280.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
500
shares
|
$91,075
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
495
shares
|
$90,164
0.03% of portfolio
|
Q3 2023
Reduced 11.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
457
shares
|
$83,242
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$81,967
0.02% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
438
shares
|
$79,781
0.07% of portfolio
|
Q3 2024
Reduced 60.72%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
433
shares
|
$78,870
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
426
shares
|
$77,595
0.01% of portfolio
|
Q1 2024
Added 13.9%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
410
shares
|
$74,681
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
409
shares
|
$74,499
0.02% of portfolio
|
Q1 2024
Added 99.51%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
399
shares
|
$72,677
0.03% of portfolio
|
Q3 2024
Added 66.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
393
shares
|
$71,584
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
392
shares
|
$71,402
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
358
shares
|
$65,209
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
350
shares
|
$63,752
0.04% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
344
shares
|
$62,659
0.04% of portfolio
|
Q3 2024
Added 0.58%
|