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 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
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-166- 3.68% |
N/A
|
4.34K
$791K
|
|
|
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
|
|
|
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
|