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 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
100+ 8.33% |
N/A
|
1.3K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 0.76% |
N/A
|
13.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
100+ 1.79% |
N/A
|
5.69K
$1.04M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
99+ 0.94% |
N/A
|
10.7K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
97+ 8.33% |
N/A
|
1.26K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 1.79% |
N/A
|
5.53K
$1.01M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97+ 1.31% |
N/A
|
7.51K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
96+ 0.6% |
N/A
|
16.1K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
92+ 1.03% |
N/A
|
9.04K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92New |
N/A
|
92
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
90New |
N/A
|
90
$16.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
89+ 0.98% |
N/A
|
9.19K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
88+ 0.48% |
N/A
|
18.3K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
88+ 3.64% |
N/A
|
2.51K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
87+ 7.37% |
N/A
|
1.27K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 0.26% |
N/A
|
32.8K
$5.98M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
85+ 0.25% |
N/A
|
33.9K
$6.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
82+ 0.32% |
N/A
|
25.8K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
80+ 3.13% |
N/A
|
2.64K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
80+ 6.03% |
N/A
|
1.41K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
77+ 4.25% |
N/A
|
1.89K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
76+ 1.15% |
N/A
|
6.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
75+ 3.39% |
N/A
|
2.29K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
74+ 0.92% |
N/A
|
8.11K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.42% |
N/A
|
3.13K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
73+ 0.47% |
N/A
|
15.7K
$2.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
72+ 0.34% |
N/A
|
21.2K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
72+ 1.05% |
N/A
|
6.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 4.51% |
N/A
|
1.67K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
71+ 0.36% |
N/A
|
19.9K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
71+ 1.08% |
N/A
|
6.67K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 4.57% |
N/A
|
1.6K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70+ 27.13% |
N/A
|
328
$59.7K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
68+ 1.75% |
N/A
|
3.96K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
68+ 0.36% |
N/A
|
19K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
66+ 1.07% |
N/A
|
6.22K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
66+ 0.34% |
N/A
|
19.3K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
64+ 3.05% |
N/A
|
2.16K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
64+ 1.14% |
N/A
|
5.66K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
64+ 2.02% |
N/A
|
3.23K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
N/A
|
63
$11.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
62+ 0.27% |
N/A
|
22.8K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62+ 0.21% |
N/A
|
28.9K
$5.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
62+ 3.15% |
N/A
|
2.03K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
61+ 6.17% |
N/A
|
1.05K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
61+ 0.18% |
N/A
|
33.2K
$6.04M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
60New |
N/A
|
60
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60+ 5.2% |
N/A
|
1.21K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
60+ 3.59% |
N/A
|
1.73K
$315K
|