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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
12+ 0.35% |
N/A
|
3.47K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.08% |
N/A
|
14.5K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
12+ 0.96% |
N/A
|
1.26K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 0.61% |
N/A
|
1.97K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
12+ 0.12% |
N/A
|
9.72K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.15% |
N/A
|
7.28K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 0.83% |
N/A
|
1.33K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
N/A
|
2.32K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.49% |
N/A
|
2.26K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
N/A
|
5.99K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10+ 0.08% |
N/A
|
12.1K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.34% |
N/A
|
3K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10+ 0.23% |
N/A
|
4.27K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.24% |
N/A
|
4.25K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
10+ 0.64% |
N/A
|
1.58K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
10+ 0.49% |
N/A
|
2.04K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
9+ 0.15% |
N/A
|
5.84K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.36% |
N/A
|
2.48K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.33% |
N/A
|
2.71K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.38% |
N/A
|
2.4K
$436K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.51% |
N/A
|
1.76K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.36% |
N/A
|
2.48K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.31% |
N/A
|
2.56K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
8+ 0.23% |
N/A
|
3.49K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
N/A
|
6.52K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.04% |
N/A
|
19.6K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.46% |
N/A
|
1.75K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8New |
N/A
|
8
$1.46K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 0.56% |
N/A
|
1.43K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.23% |
N/A
|
3.47K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
N/A
|
2.24K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7+ 0.46% |
N/A
|
1.53K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
7+ 0.07% |
N/A
|
10.7K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7+ 0.08% |
N/A
|
8.59K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.33% |
N/A
|
2.13K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.1% |
N/A
|
6.78K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
7+ 0.51% |
N/A
|
1.38K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.49% |
N/A
|
1.44K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.38% |
N/A
|
1.57K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
6+ 0.33% |
N/A
|
1.84K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.42% |
N/A
|
1.42K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.11% |
N/A
|
5.63K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.29% |
N/A
|
2.05K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.29% |
N/A
|
2.05K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.5% |
N/A
|
1.2K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6+ 0.32% |
N/A
|
1.87K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.51% |
N/A
|
1.18K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
N/A
|
8.22K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.17% |
N/A
|
3.44K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.48% |
N/A
|
1.04K
$189K
|