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
|
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
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
BUY
|
- |
30+ 0.31% |
N/A
|
9.81K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
29+ 0.28% |
N/A
|
10.4K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 0.87% |
N/A
|
3.38K
$616K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
29+ 0.55% |
N/A
|
5.28K
$962K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
29+ 0.16% |
N/A
|
18.5K
$3.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.13% |
N/A
|
22.3K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
28+ 0.47% |
N/A
|
5.92K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
27+ 0.15% |
N/A
|
18.4K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
27+ 0.26% |
N/A
|
10.3K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.46% |
N/A
|
5.67K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
25+ 0.31% |
N/A
|
8.13K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
25+ 0.25% |
N/A
|
9.86K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
25+ 0.08% |
N/A
|
29.4K
$5.36M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 3.63% |
N/A
|
714
$130K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
24+ 0.33% |
N/A
|
7.19K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
24+ 0.43% |
N/A
|
5.56K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
24+ 0.43% |
N/A
|
5.57K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
23+ 0.38% |
N/A
|
6.12K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.15% |
N/A
|
14.8K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
22+ 1.28% |
N/A
|
1.75K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
22+ 1.45% |
N/A
|
1.54K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.4% |
N/A
|
5.33K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
21+ 0.23% |
N/A
|
8.97K
$1.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
20+ 0.82% |
N/A
|
2.46K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
20+ 0.95% |
N/A
|
2.13K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
20+ 0.74% |
N/A
|
2.74K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
19+ 1.19% |
N/A
|
1.61K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
19+ 0.33% |
N/A
|
5.69K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.3% |
N/A
|
5.94K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
17+ 0.51% |
N/A
|
3.38K
$615K
|