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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
209
shares
|
$38,069
0.0% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
208
shares
|
$37,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
201
shares
|
$36,612
0.01% of portfolio
|
Q3 2023
Reduced 29.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
198
shares
|
$36,065
0.01% of portfolio
|
Q2 2023
Added 48.87%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
192
shares
|
$34,972
0.02% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
191
shares
|
$34,790
0.01% of portfolio
|
Q4 2021
Added 75.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
191
shares
|
$34,790
0.02% of portfolio
|
Q3 2024
Reduced 81.81%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
190
shares
|
$34,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
186
shares
|
$33,879
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
182
shares
|
$33,151
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
175
shares
|
$31,876
0.0% of portfolio
|
Q2 2023
Reduced 30.28%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
172
shares
|
$31,329
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
162
shares
|
$29,508
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
162
shares
|
$29,508
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q2 2024
Reduced 65.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
158
shares
|
$28,779
0.01% of portfolio
|
Q1 2024
Added 558.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
156
shares
|
$28,415
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
154
shares
|
$28,051
0.01% of portfolio
|
Q3 2024
Reduced 28.04%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
148
shares
|
$26,958
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
148
shares
|
$26,958
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$26,411
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
144
shares
|
$26,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$25,501
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
140
shares
|
$25,501
0.01% of portfolio
|
Q1 2024
New holding
|