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 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-9- 0.49% |
N/A
|
1.84K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.23% |
N/A
|
3.94K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 0.7% |
N/A
|
1.42K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 19.61% |
N/A
|
41
$7.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-10- 0.81% |
N/A
|
1.23K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-10- 0.25% |
N/A
|
3.99K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-10- 0.6% |
N/A
|
1.66K
$303K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10- 0.13% |
N/A
|
7.68K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.12% |
N/A
|
10.2K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-12- 0.46% |
N/A
|
2.61K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 2.19% |
N/A
|
537
$97.8K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12- 0.08% |
N/A
|
14.3K
$2.6M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-13- 0.93% |
N/A
|
1.39K
$253K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.68% |
N/A
|
2.05K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-14- 1.12% |
N/A
|
1.24K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-14- 0.35% |
N/A
|
3.99K
$727K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-16- 0.86% |
N/A
|
1.85K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-16- 0.15% |
N/A
|
10.4K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16- 0.14% |
N/A
|
11.5K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-16- 0.55% |
N/A
|
2.87K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-17- 0.7% |
N/A
|
2.42K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-18- 0.04% |
N/A
|
42.9K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-18- 0.9% |
N/A
|
1.98K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-19- 0.11% |
N/A
|
17.6K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 0.84% |
N/A
|
2.36K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-20- 0.8% |
N/A
|
2.47K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-20- 1.66% |
N/A
|
1.19K
$216K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 1.82% |
N/A
|
1.08K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 0.92% |
N/A
|
2.16K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-20- 0.66% |
N/A
|
3.03K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-21- 1.58% |
N/A
|
1.31K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21- 1.98% |
N/A
|
1.04K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22- 0.62% |
N/A
|
3.5K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-22- 0.32% |
N/A
|
6.83K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-23- 0.91% |
N/A
|
2.5K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-23- 0.62% |
N/A
|
3.68K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-23- 0.95% |
N/A
|
2.39K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-23- 1.04% |
N/A
|
2.19K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-24- 0.35% |
N/A
|
6.77K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-26- 0.2% |
N/A
|
13.1K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-26- 1.24% |
N/A
|
2.08K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-27- 8.41% |
N/A
|
294
$53.6K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-27- 1.53% |
N/A
|
1.74K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-28- 84.85% |
N/A
|
5
$911
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-28- 0.13% |
N/A
|
21.3K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-29- 1.31% |
N/A
|
2.19K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-29- 1.44% |
N/A
|
1.98K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-29- 0.35% |
N/A
|
8.3K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-29- 1.35% |
N/A
|
2.11K
$385K
|