CUSIP 921908828
VANGUARD DIVIDEND APPRECIATION INDEX ADM
11 institutions · $2.8M total · 93,670 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 28,511 | $1.4M | 30.43% | 2024-06-30 |
| 2 | Hemenway Trust Co LLC | 8,523 | $359.3K | 9.09% | 2023-12-31 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 5,937 | $319.2K | 6.33% | 2024-12-31 |
| 4 | Financial Gravity Companies, Inc. | 4,766 | $264.7K | 5.08% | 2025-06-30 |
| 5 | Ethos Financial Group, LLC | 3,531 | $210.6K | 3.76% | 2025-12-31 |
| 6 | PSI Advisors, LLC | 2,095 | $110.3K | 2.23% | 2025-03-31 |
| 7 | Financial Gravity Asset Management, Inc. | 904 | $53.9K | 0.96% | 2025-12-31 |
| 8 | Strategic Investment Solutions, Inc. /IL | 472 | $21.4K | 0.50% | 2023-12-31 |
| 9 | GOFEN & GLOSSBERG LLC /IL/ | 15,231 | $628 | 16.26% | 2023-03-31 |
| 10 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 15,550 | $594 | 16.60% | 2025-09-30 |
| 11 | ST GERMAIN D J CO INC | 8,150 | $336 | 8.70% | 2023-03-31 |