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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921908604

VANGUARD DIVIDEND GROWTH FUND INV

28 institutions · $35.7M total · 1,114,465 shares

#ManagerSharesValue% of TotalPeriod
1Fulton Bank, N.A.398,225$13.1M35.73%2025-12-31
2Fairfield Financial Advisors, LTD333,489$11.0M29.92%2025-12-31
3Wall Street Access Asset Management, LLC111,901$3.7M10.04%2025-12-31
4Redwood Wealth Management Group, LLC56,885$1.9M5.10%2025-12-31
5Dempze Nancy E40,634$1.3M3.64%2025-12-31
6Jackson Wealth Management, LLC22,061$725.0K1.97%2025-12-31
7Hemenway Trust Co LLC17,628$672.0K1.58%2024-06-30
8GREAT LAKES ADVISORS, LLC17,017$559.0K1.52%2025-12-31
9FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,078$396.8K1.08%2025-12-31
10Arvest Bank Trust Division11,447$376.1K1.02%2025-12-31
11Williams Jones Wealth Management, LLC.9,799$355.9K0.87%2025-06-30
12Laffer Tengler Investments6,585$251.0K0.59%2024-06-30
13FIRST MERCHANTS CORP6,435$237.1K0.57%2025-09-30
14WEST MICHIGAN ADVISORS, LLC6,326$229.0K0.56%2023-09-30
15NORTH STAR ASSET MANAGEMENT INC5,709$206.7K0.51%2024-12-31
16Strategic Investment Solutions, Inc. /IL4,601$169.6K0.41%2023-12-31
17Eagle Bay Advisors LLC3,531$147.6K0.31%2024-09-30
18Garton & Associates Financial Advisors LLC4,079$134.0K0.36%2025-12-31
19Brooklyn Investment Group2,880$104.6K0.25%2025-06-30
20ORG Partners LLC1,882$71.4K0.16%2024-06-30
21ORG Wealth Partners, LLC1,882$66.6K0.16%2025-03-31
22RFP Financial Group LLC1,002$38.2K0.08%2024-06-30
23Kohmann Bosshard Financial Services, LLC1,101$36.2K0.09%2025-12-31
24TUCKER ASSET MANAGEMENT LLC332$13.9K0.02%2024-12-31
25GOFEN & GLOSSBERG LLC /IL/20,008$7051.79%2023-03-31
26WINSLOW ASSET MANAGEMENT INC11,500$3941.03%2023-12-31
27Coston, McIsaac & Partners5,444$1780.48%2025-12-31
28Financial Gravity Asset Management, Inc.4$1500.00%2025-03-31