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 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
17+ 0.43% |
N/A
|
3.96K
$721K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.06% |
N/A
|
26.5K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
16+ 0.6% |
N/A
|
2.7K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
16+ 0.48% |
N/A
|
3.32K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
N/A
|
16
$2.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
16+ 0.48% |
N/A
|
3.34K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
16+ 0.05% |
N/A
|
30.3K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
16+ 0.01% |
N/A
|
149K
$27.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
15+ 1.04% |
N/A
|
1.46K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15+ 0.63% |
N/A
|
2.38K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
15+ 0.8% |
N/A
|
1.89K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.5% |
N/A
|
3.02K
$550K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 13.39% |
N/A
|
127
$23.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.38% |
N/A
|
3.45K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.46% |
N/A
|
2.86K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
13+ 0.1% |
N/A
|
12.7K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
13+ 0.27% |
N/A
|
4.74K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
13+ 1.12% |
N/A
|
1.17K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
13+ 0.48% |
N/A
|
2.7K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.33% |
N/A
|
3.94K
$717K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
12+ 0.5% |
N/A
|
2.44K
$444K
|
|
|
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
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
10+ 0.06% |
N/A
|
16.9K
$3.07M
|
|
|
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
|