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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 18.68% |
N/A
|
69.3K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 3.41% |
N/A
|
321K
$58.5M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
10.5K+ 4.1% |
N/A
|
266K
$48.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.1K+ 6.43% |
N/A
|
166K
$30.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.83K+ 2.2% |
N/A
|
456K
$83M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.76K+ 17.54% |
N/A
|
65.4K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.65K+ 48.8% |
N/A
|
29.4K
$5.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.53K+ 119175.0% |
N/A
|
9.54K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.34K+ 9.82% |
N/A
|
105K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.32K+ 11.59% |
N/A
|
89.7K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
9.01K+ 5.93% |
N/A
|
161K
$29.3M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.97K+ 20.23% |
N/A
|
53.3K
$9.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.69K+ 20.78% |
N/A
|
50.5K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
8.68K+ 2283.16% |
N/A
|
9.06K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.64K+ 6.94% |
N/A
|
133K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8.58K+ 95.49% |
N/A
|
17.6K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.38K+ 30.28% |
N/A
|
36.1K
$6.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.27KNew |
N/A
|
8.27K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.15K+ 14.61% |
N/A
|
64K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
7.91K+ 14.65% |
N/A
|
61.9K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.82K+ 11.84% |
N/A
|
73.9K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.7K+ 1.29% |
N/A
|
604K
$110M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
7.53K+ 22.26% |
N/A
|
41.3K
$7.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 2.94% |
N/A
|
260K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.33K+ 58.86% |
N/A
|
19.8K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.22KNew |
N/A
|
7.22K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.16K+ 309.29% |
N/A
|
9.48K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.94KNew |
N/A
|
6.94K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.9K+ 4.57% |
N/A
|
158K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.82K+ 3.05% |
N/A
|
230K
$41.9M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
6.71KNew |
N/A
|
6.71K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.61KNew |
N/A
|
6.61K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
6.5K+ 62.15% |
N/A
|
17K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.44K+ 9.4% |
N/A
|
74.9K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.43K+ 9.39% |
N/A
|
75K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.04K+ 6.02% |
N/A
|
106K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.02K+ 12.74% |
N/A
|
53.3K
$9.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6K+ 51.31% |
N/A
|
17.7K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.98K+ 70.75% |
N/A
|
14.4K
$2.63M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.97K+ 42.74% |
N/A
|
19.9K
$3.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.87K+ 12.02% |
N/A
|
54.8K
$9.97M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.84K+ 54.4% |
N/A
|
16.6K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.79K+ 8.09% |
N/A
|
77.3K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.66K+ 9.54% |
N/A
|
65K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.64K+ 15.96% |
N/A
|
41K
$7.46M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.55K+ 11.19% |
N/A
|
55.1K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.55K+ 11.81% |
N/A
|
52.5K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.47K+ 0.91% |
N/A
|
608K
$111M
|