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
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-142- 4.2% |
N/A
|
3.24K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-143- 2.44% |
N/A
|
5.73K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-144- 4.95% |
N/A
|
2.77K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-145- 2.66% |
N/A
|
5.3K
$965K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-147- 1.63% |
N/A
|
8.84K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-147- 11.4% |
N/A
|
1.14K
$208K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-148- 4.31% |
N/A
|
3.28K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-149- 8.94% |
N/A
|
1.52K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-149- 3.3% |
N/A
|
4.37K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-149- 1.65% |
N/A
|
8.89K
$1.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-150- 3.54% |
N/A
|
4.09K
$745K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-150- 2.39% |
N/A
|
6.14K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-150- 11.69% |
N/A
|
1.13K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-150- 2.41% |
N/A
|
6.09K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-152- 3.62% |
N/A
|
4.05K
$738K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-157- 2.03% |
N/A
|
7.56K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-160- 5.25% |
N/A
|
2.89K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-161- 2.83% |
N/A
|
5.52K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-161- 1.31% |
N/A
|
12.1K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-162- 8.36% |
N/A
|
1.78K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-162- 12.47% |
N/A
|
1.14K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-163- 1.17% |
N/A
|
13.7K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-163- 6.15% |
N/A
|
2.49K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-164- 1.24% |
N/A
|
13K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-164- 0.96% |
N/A
|
17K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-166- 12.5% |
N/A
|
1.16K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-166- 12.7% |
N/A
|
1.14K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-168- 0.61% |
N/A
|
27.5K
$5.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-170- 1.04% |
N/A
|
16.2K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-171- 9.33% |
N/A
|
1.66K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-173- 10.6% |
N/A
|
1.46K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-174- 0.91% |
N/A
|
19K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-175- 1.0% |
N/A
|
17.4K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-176- 4.92% |
N/A
|
3.4K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-177- 0.44% |
N/A
|
39.9K
$7.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-178- 2.98% |
N/A
|
5.79K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-180- 3.8% |
N/A
|
4.56K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-182- 1.07% |
N/A
|
16.8K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-183- 11.78% |
N/A
|
1.37K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 1.45% |
N/A
|
12.7K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-188- 0.63% |
N/A
|
29.4K
$5.36M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-189- 9.41% |
N/A
|
1.82K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-190- 5.96% |
N/A
|
3K
$546K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-190- 2.53% |
N/A
|
7.33K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-192- 1.7% |
N/A
|
11.1K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-192- 2.52% |
N/A
|
7.42K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-193- 0.86% |
N/A
|
22.2K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-194- 13.14% |
N/A
|
1.28K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-195- 0.7% |
N/A
|
27.8K
$5.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-196- 5.81% |
N/A
|
3.18K
$579K
|