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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
5,467
shares
|
$995,814
0.06% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
5,458
shares
|
$994,174
0.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
5,413
shares
|
$985,977
0.25% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
5,405
shares
|
$984,520
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
5,402
shares
|
$983,974
0.06% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
5,398
shares
|
$983,245
0.15% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,374
shares
|
$978,874
0.19% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,359
shares
|
$976,141
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
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%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
5,325
shares
|
$969,948
0.13% of portfolio
|
Q1 2025
Added 39.84%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
5,324
shares
|
$969,766
0.17% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,312
shares
|
$967,580
0.05% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
5,311
shares
|
$967,398
0.67% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
5,307
shares
|
$966,670
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
5,300
shares
|
$965,395
1.36% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,298
shares
|
$965,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,297
shares
|
$964,848
0.43% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
5,297
shares
|
$964,848
0.5% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,285
shares
|
$962,662
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
5,282
shares
|
$962,116
0.46% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,276
shares
|
$961,023
0.24% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,268
shares
|
$959,566
0.05% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
5,268
shares
|
$959,566
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,263
shares
|
$958,655
0.13% of portfolio
|
Q1 2025
Reduced 4.08%
|