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 2,578 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
5,471
shares
|
$996,542
0.68% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
5,470
shares
|
$996,360
0.79% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
5,465
shares
|
$995,449
0.49% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
5,458
shares
|
$994,174
0.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
5,434
shares
|
$989,803
0.61% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
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
|
Jul 03, 2025 Q2 2025 |
5,413
shares
|
$985,977
0.25% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
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%
|
|
|
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%
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
5,311
shares
|
$967,398
0.61% 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
|
Jul 25, 2025 Q2 2025 |
5,300
shares
|
$965,395
1.35% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,297
shares
|
$964,848
0.43% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
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%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,268
shares
|
$959,566
0.05% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,263
shares
|
$958,655
0.13% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,238
shares
|
$954,101
0.14% of portfolio
|
Q2 2025
Reduced 1.69%
|