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 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
226+ 332.35% |
N/A
|
294
$53.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
225+ 6.41% |
N/A
|
3.73K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
225+ 0.66% |
N/A
|
34.3K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
224+ 0.37% |
N/A
|
60.6K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
223+ 6.38% |
N/A
|
3.72K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
222+ 2.06% |
N/A
|
11K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
221+ 3.9% |
N/A
|
5.89K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
221+ 14.17% |
N/A
|
1.78K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
218+ 0.51% |
N/A
|
42.8K
$7.8M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
214+ 20.28% |
N/A
|
1.27K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
212+ 0.72% |
N/A
|
29.8K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
208+ 12.81% |
N/A
|
1.83K
$334K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
208New |
N/A
|
208
$37.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
205New |
N/A
|
205
$37.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 1.57% |
N/A
|
13K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
200+ 6.9% |
N/A
|
3.1K
$564K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
198New |
N/A
|
198
$36.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
196+ 0.92% |
N/A
|
21.4K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
196New |
N/A
|
196
$35.7K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
196+ 9.51% |
N/A
|
2.26K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
195+ 18.12% |
N/A
|
1.27K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
193+ 1.78% |
N/A
|
11K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
192New |
N/A
|
192
$35K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
190New |
N/A
|
190
$34.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
186+ 4.69% |
N/A
|
4.15K
$756K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
183+ 0.45% |
N/A
|
40.4K
$7.37M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
183+ 4.07% |
N/A
|
4.68K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
182+ 1.08% |
N/A
|
17.1K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
182+ 14.98% |
N/A
|
1.4K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
180+ 0.39% |
N/A
|
46.3K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
177+ 3.1% |
N/A
|
5.88K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
176+ 7.89% |
N/A
|
2.41K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
175+ 4.27% |
N/A
|
4.28K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
175+ 2.31% |
N/A
|
7.75K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
175+ 4.47% |
N/A
|
4.09K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
173+ 0.48% |
N/A
|
36.4K
$6.63M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 3.4% |
N/A
|
5.08K
$924K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
164+ 4.02% |
N/A
|
4.25K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 6.45% |
N/A
|
2.69K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
162New |
N/A
|
162
$29.5K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
161+ 2.35% |
N/A
|
7K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
160+ 0.35% |
N/A
|
46.1K
$8.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
159+ 1.02% |
N/A
|
15.7K
$2.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 197.44% |
N/A
|
232
$42.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
154+ 0.38% |
N/A
|
40.4K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151+ 0.79% |
N/A
|
19.3K
$3.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
151+ 3.4% |
N/A
|
4.6K
$837K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
150+ 0.38% |
N/A
|
39.2K
$7.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
149+ 9.04% |
N/A
|
1.8K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
148+ 2.7% |
N/A
|
5.62K
$1.02M
|