Purchases and Sales Made in Q1 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.38M+ 148.34% |
N/A
|
3.99M
$726M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
743KNew |
N/A
|
743K
$135M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
738K+ 10.76% |
N/A
|
7.6M
$1.38B
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
695KNew |
N/A
|
695K
$127M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
663K+ 152.82% |
N/A
|
1.1M
$200M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
588K+ 36358.63% |
N/A
|
590K
$107M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
480K+ 9.86% |
N/A
|
5.35M
$974M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
451K+ 4.65% |
N/A
|
10.2M
$1.85B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
383K+ 155.64% |
N/A
|
629K
$115M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 4.47% |
N/A
|
6.29M
$1.14B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 14.33% |
N/A
|
1.45M
$264M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
172K+ 838.66% |
N/A
|
192K
$35M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
161K+ 12.84% |
N/A
|
1.41M
$257M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144K+ 5.0% |
N/A
|
3.02M
$550M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133K+ 12.8% |
N/A
|
1.17M
$213M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
126KNew |
N/A
|
126K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
113K+ 283.52% |
N/A
|
153K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
107K+ 35.7% |
N/A
|
408K
$74.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 0.86% |
N/A
|
12.5M
$2.28B
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102KNew |
N/A
|
102K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.8K+ 1.91% |
N/A
|
5.33M
$971M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.8K+ 0.93% |
N/A
|
10.6M
$1.93B
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
97.3KNew |
N/A
|
97.3K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.8K+ 592.14% |
N/A
|
110K
$20M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
88.1K+ 5288.6% |
N/A
|
89.8K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
86K+ 6.18% |
N/A
|
1.48M
$269M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84K+ 304.16% |
N/A
|
112K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.2K+ 3.24% |
N/A
|
2.5M
$455M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
77.6K+ 13.21% |
N/A
|
665K
$121M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
65.6K+ 1073.32% |
N/A
|
71.7K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61.1K+ 10.2% |
N/A
|
660K
$120M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56.8K+ 2.98% |
N/A
|
1.96M
$358M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.9K+ 6.06% |
N/A
|
891K
$162M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
48.2K+ 1909.6% |
N/A
|
50.7K
$9.23M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
42.6K+ 0.65% |
N/A
|
6.6M
$1.2B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 1.14% |
N/A
|
3.74M
$681M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41.9K+ 6.63% |
N/A
|
673K
$123M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
41.4K+ 78.05% |
N/A
|
94.5K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
41K+ 13.41% |
N/A
|
347K
$63.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
40K+ 3.33% |
N/A
|
1.24M
$226M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
39.5KNew |
N/A
|
39.5K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
39.1K+ 60.75% |
N/A
|
104K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
37.9KNew |
N/A
|
37.9K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.8K+ 96.31% |
N/A
|
77K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.7K+ 5.4% |
N/A
|
736K
$134M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
37.2K+ 33.64% |
N/A
|
148K
$26.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
37.1K+ 95.68% |
N/A
|
75.9K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.9K+ 1.53% |
N/A
|
2.31M
$421M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
34.2K+ 55.97% |
N/A
|
95.3K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
32.1KNew |
N/A
|
32.1K
$5.85M
|