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
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-196- 0.6% |
N/A
|
32.7K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-196- 5.52% |
N/A
|
3.36K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-198- 1.06% |
N/A
|
18.5K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-199- 1.03% |
N/A
|
19.2K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200- 4.56% |
N/A
|
4.19K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-200- 6.17% |
N/A
|
3.04K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-201- 2.48% |
N/A
|
7.9K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-201- 7.24% |
N/A
|
2.58K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-201- 0.1% |
N/A
|
194K
$35.3M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-203- 1.73% |
N/A
|
11.5K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-203- 36.84% |
N/A
|
348
$63.4K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-211- 0.85% |
N/A
|
24.6K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-212- 6.23% |
N/A
|
3.19K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-213- 1.11% |
N/A
|
19K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-219- 1.3% |
N/A
|
16.7K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-219- 0.53% |
N/A
|
41K
$7.47M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-219- 0.54% |
N/A
|
40.7K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-220- 4.65% |
N/A
|
4.51K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-220- 1.17% |
N/A
|
18.6K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-223- 8.41% |
N/A
|
2.43K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-224- 4.55% |
N/A
|
4.7K
$855K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-224- 4.08% |
N/A
|
5.26K
$959K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-225- 12.32% |
N/A
|
1.6K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-225- 1.9% |
N/A
|
11.6K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-225- 6.19% |
N/A
|
3.41K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-228- 0.98% |
N/A
|
23K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-228- 3.44% |
N/A
|
6.41K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-230- 6.05% |
N/A
|
3.57K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-232- 7.96% |
N/A
|
2.68K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-233- 1.2% |
N/A
|
19.1K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-234- 4.41% |
N/A
|
5.07K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-234- 4.92% |
N/A
|
4.53K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-236- 7.7% |
N/A
|
2.83K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-237- 0.99% |
N/A
|
23.8K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-239- 17.13% |
N/A
|
1.16K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-239- 0.62% |
N/A
|
38.1K
$6.94M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-240- 55.68% |
N/A
|
191
$34.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 0.42% |
N/A
|
57.8K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-242- 38.11% |
N/A
|
393
$71.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-244- 2.02% |
N/A
|
11.8K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-246- 0.75% |
N/A
|
32.6K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-246- 2.74% |
N/A
|
8.74K
$1.59M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-247- 99.6% |
N/A
|
1
$182
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-250- 5.45% |
N/A
|
4.34K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-250- 3.75% |
N/A
|
6.42K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-253- 2.83% |
N/A
|
8.7K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-254- 9.67% |
N/A
|
2.37K
$432K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-255- 15.32% |
N/A
|
1.41K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-257- 3.62% |
N/A
|
6.85K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-258- 9.92% |
N/A
|
2.34K
$427K
|