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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
31.7K+ 5.4% |
N/A
|
617K
$112M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29.2K+ 18.19% |
N/A
|
190K
$34.6M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.3K+ 136.92% |
N/A
|
48.9K
$8.92M
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
27.9K+ 45.43% |
N/A
|
89.3K
$16.3M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
26.9K+ 118.44% |
N/A
|
49.6K
$9.04M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
26.3K+ 912.26% |
N/A
|
29.1K
$5.31M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.2K+ 103.51% |
N/A
|
51.5K
$9.37M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1KNew |
N/A
|
26.1K
$4.75M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24.5KNew |
N/A
|
24.5K
$4.46M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
23.8KNew |
N/A
|
23.8K
$4.33M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.2KNew |
N/A
|
22.2K
$4.04M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 2.6% |
N/A
|
870K
$158M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.5K+ 515.86% |
N/A
|
25.6K
$4.67M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 38.72% |
N/A
|
75.8K
$13.8M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
21.1K+ 21.46% |
N/A
|
120K
$21.8M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.7K+ 75.9% |
N/A
|
47.9K
$8.72M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.2K+ 131.79% |
N/A
|
35.5K
$6.47M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20K+ 46.04% |
N/A
|
63.5K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
19.3K+ 2.02% |
N/A
|
976K
$178M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 10.36% |
N/A
|
205K
$37.4M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19K+ 128.98% |
N/A
|
33.7K
$6.15M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 1.78% |
N/A
|
1.06M
$193M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 14.89% |
N/A
|
142K
$25.8M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.6K+ 27.13% |
N/A
|
78K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 5.64% |
N/A
|
308K
$56.1M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.3K+ 55.64% |
N/A
|
45.7K
$8.32M
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$2.94M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.1K+ 24.29% |
N/A
|
82.2K
$15M
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
16K+ 11.35% |
N/A
|
157K
$28.6M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
15.9K+ 12.52% |
N/A
|
143K
$26.1M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.3K+ 102.14% |
N/A
|
30.3K
$5.51M
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
15.1K+ 19298.72% |
N/A
|
15.1K
$2.76M
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$2.67M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 6.38% |
N/A
|
245K
$44.5M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
14.4K+ 4.73% |
N/A
|
320K
$58.3M
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
14KNew |
N/A
|
14K
$2.54M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.9K+ 32.16% |
N/A
|
57.1K
$10.4M
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
13.4K+ 1114.83% |
N/A
|
14.6K
$2.66M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$2.4M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
13.1K+ 40.74% |
N/A
|
45.3K
$8.25M
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$2.28M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 2.3% |
N/A
|
542K
$98.8M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1K+ 6.88% |
N/A
|
188K
$34.2M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
12K+ 39.12% |
N/A
|
42.6K
$7.76M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.8K+ 2.95% |
N/A
|
411K
$74.8M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$2.13M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 6.79% |
N/A
|
184K
$33.4M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
11.5K+ 186.62% |
N/A
|
17.6K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 2.8% |
N/A
|
405K
$73.9M
|