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
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
335New |
N/A
|
335
$61K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
330+ 27.27% |
N/A
|
1.54K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
314+ 15.77% |
N/A
|
2.31K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
306+ 5.5% |
N/A
|
5.87K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
305+ 7.4% |
N/A
|
4.43K
$806K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
300+ 2.44% |
N/A
|
12.6K
$2.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
288+ 2.56% |
N/A
|
11.5K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
279+ 40.26% |
N/A
|
972
$177K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
277+ 0.95% |
N/A
|
29.5K
$5.37M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
273+ 0.37% |
N/A
|
74.5K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
271+ 2.72% |
N/A
|
10.3K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
268+ 0.49% |
N/A
|
54.8K
$9.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
255+ 12.92% |
N/A
|
2.23K
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
236+ 7.32% |
N/A
|
3.46K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
227+ 9.94% |
N/A
|
2.51K
$457K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
226+ 4.98% |
N/A
|
4.77K
$868K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
225+ 6.41% |
N/A
|
3.73K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
222+ 2.06% |
N/A
|
11K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
221+ 3.9% |
N/A
|
5.89K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
218+ 0.51% |
N/A
|
42.8K
$7.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
212+ 0.72% |
N/A
|
29.8K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
208+ 12.81% |
N/A
|
1.83K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
196+ 0.92% |
N/A
|
21.4K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
195+ 18.12% |
N/A
|
1.27K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
193+ 1.78% |
N/A
|
11K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
186+ 4.69% |
N/A
|
4.15K
$756K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
183+ 0.45% |
N/A
|
40.4K
$7.37M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
164+ 4.02% |
N/A
|
4.25K
$774K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 197.44% |
N/A
|
232
$42.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151+ 0.79% |
N/A
|
19.3K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
149+ 9.04% |
N/A
|
1.8K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
145+ 3.78% |
N/A
|
3.98K
$725K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
145+ 13.46% |
N/A
|
1.22K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
143+ 1.1% |
N/A
|
13.1K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
137+ 2.7% |
N/A
|
5.2K
$948K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
135+ 0.21% |
N/A
|
65.9K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
134+ 12.2% |
N/A
|
1.23K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
129+ 2.43% |
N/A
|
5.43K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
127+ 1.01% |
N/A
|
12.7K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
118+ 10.05% |
N/A
|
1.29K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
117+ 5.79% |
N/A
|
2.14K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
115+ 0.3% |
N/A
|
38.5K
$7.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
115+ 2.61% |
N/A
|
4.52K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110+ 2.61% |
N/A
|
4.33K
$789K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
106+ 2.3% |
N/A
|
4.72K
$860K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
100+ 2.67% |
N/A
|
3.84K
$700K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
99+ 0.94% |
N/A
|
10.7K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
89+ 0.98% |
N/A
|
9.19K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 0.26% |
N/A
|
32.8K
$5.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
82+ 0.32% |
N/A
|
25.8K
$4.71M
|