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 2,404 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q2 2024
Reduced 65.29%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 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
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
141
shares
|
$25,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
140
shares
|
$25,501
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
140
shares
|
$25,501
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
136
shares
|
$24,772
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
132
shares
|
$24,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
128
shares
|
$23,315
0.0% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
121
shares
|
$22,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
115
shares
|
$20,947
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
112
shares
|
$20,400
0.01% of portfolio
|
Q2 2023
Reduced 30.86%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
111
shares
|
$20,218
0.01% of portfolio
|
Q4 2024
Reduced 66.96%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
107
shares
|
$19,490
0.0% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
105
shares
|
$19,125
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
103
shares
|
$18,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
103
shares
|
$18,761
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
102
shares
|
$18,579
0.0% of portfolio
|
Q2 2024
Added 5000.0%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$18,215
0.01% of portfolio
|
Q1 2022
Reduced 76.47%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
100
shares
|
$18,215
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|