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 2,668 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,544
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
5,538
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
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%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
5,508
shares
|
$1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,506
shares
|
$1 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 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 |
Nov 14, 2025 Q3 2025 |
5,493
shares
|
$1 Million
0.17% 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%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,487
shares
|
$999,457
0.35% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,482
shares
|
$998,546
0.65% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
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%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,432
shares
|
$989,438
0.16% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
5,417
shares
|
$986,706
0.23% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
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%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
5,332
shares
|
$971,223
0.22% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
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%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
5,311
shares
|
$967,398
0.58% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
5,307
shares
|
$966,670
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|