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 2,616 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,592
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,592
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
5,590
shares
|
$1.02 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,544
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,540
shares
|
$1.01 Million
0.37% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
5,527
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
5,523
shares
|
$1.01 Million
0.84% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,513
shares
|
$1 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
5,508
shares
|
$1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
5,500
shares
|
$1 Million
0.07% of portfolio
|
Q3 2017
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
5,495
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,493
shares
|
$1 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,490
shares
|
$1 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,478
shares
|
$997,817
0.42% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,478
shares
|
$997,817
0.28% of portfolio
|
Q3 2025
Reduced 50.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,458
shares
|
$994,174
0.07% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
5,440
shares
|
$990,896
0.06% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
5,439
shares
|
$990,713
0.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
5,433
shares
|
$989,620
0.11% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
5,414
shares
|
$986,160
0.24% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
5,376
shares
|
$979,238
0.07% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,374
shares
|
$978,874
0.19% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,342
shares
|
$973,045
0.05% of portfolio
|
Q2 2022
Added 12.51%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
5,327
shares
|
$970,313
0.2% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,320
shares
|
$969,038
0.42% of portfolio
|
Q3 2025
Added 0.72%
|