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 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
60+ 0.97% |
N/A
|
6.27K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
59+ 0.28% |
N/A
|
21K
$3.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.94% |
N/A
|
6.34K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
59+ 0.68% |
N/A
|
8.72K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
58+ 0.31% |
N/A
|
18.6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
56+ 0.2% |
N/A
|
28.1K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
55New |
N/A
|
55
$10K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
54+ 1.76% |
N/A
|
3.12K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
53+ 2.04% |
N/A
|
2.65K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
50+ 4.18% |
N/A
|
1.25K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
50+ 2.15% |
N/A
|
2.38K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48+ 0.25% |
N/A
|
19.5K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
48+ 0.17% |
N/A
|
27.7K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
48+ 0.48% |
N/A
|
9.97K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
47+ 0.38% |
N/A
|
12.5K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 1.2% |
N/A
|
3.87K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46+ 0.32% |
N/A
|
14.6K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
45+ 0.81% |
N/A
|
5.63K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
44+ 0.21% |
N/A
|
21.1K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
44+ 3.18% |
N/A
|
1.43K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44+ 3.87% |
N/A
|
1.18K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 11.59% |
N/A
|
414
$75.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
43+ 1.22% |
N/A
|
3.56K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42+ 0.66% |
N/A
|
6.44K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
41+ 0.25% |
N/A
|
16.5K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
41+ 3.92% |
N/A
|
1.09K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
40+ 1.07% |
N/A
|
3.79K
$690K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
39+ 2.41% |
N/A
|
1.66K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
39+ 2.53% |
N/A
|
1.58K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39+ 1.28% |
N/A
|
3.08K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
38+ 0.14% |
N/A
|
27K
$4.92M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.02% |
N/A
|
179K
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
37+ 2.77% |
N/A
|
1.37K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
37+ 2.96% |
N/A
|
1.29K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
37+ 2.29% |
N/A
|
1.65K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
37+ 2.4% |
N/A
|
1.58K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
35+ 0.17% |
N/A
|
20.5K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
34+ 0.6% |
N/A
|
5.7K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
34+ 0.49% |
N/A
|
6.96K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.35% |
N/A
|
9.8K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
33+ 0.18% |
N/A
|
18.8K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31+ 1.25% |
N/A
|
2.52K
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
31+ 0.62% |
N/A
|
5.02K
$915K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31+ 3.02% |
N/A
|
1.06K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 11.52% |
N/A
|
300
$54.6K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
31+ 2.64% |
N/A
|
1.21K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
31+ 0.48% |
N/A
|
6.54K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.99% |
N/A
|
3.07K
$559K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
30+ 0.07% |
N/A
|
42.1K
$7.67M
|