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
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-508- 0.57% |
N/A
|
88.6K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-515- 9.64% |
N/A
|
4.83K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-521- 0.77% |
N/A
|
67.2K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-523- 15.95% |
N/A
|
2.76K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-523- 9.98% |
N/A
|
4.72K
$859K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-524- 3.23% |
N/A
|
15.7K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-526- 3.12% |
N/A
|
16.4K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-526- 5.08% |
N/A
|
9.82K
$1.79M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-527- 14.38% |
N/A
|
3.14K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-528- 1.0% |
N/A
|
52.2K
$9.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-529- 17.85% |
N/A
|
2.44K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-530- 10.89% |
N/A
|
4.34K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-534- 1.51% |
N/A
|
34.7K
$6.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-534- 6.39% |
N/A
|
7.83K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-534- 0.9% |
N/A
|
58.9K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-535- 8.54% |
N/A
|
5.73K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-545- 1.1% |
N/A
|
48.8K
$8.89M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-547- 15.85% |
N/A
|
2.9K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-548- 15.26% |
N/A
|
3.04K
$554K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-549- 0.58% |
N/A
|
93.8K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-550- 3.0% |
N/A
|
17.8K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-556- 4.85% |
N/A
|
10.9K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-563- 4.34% |
N/A
|
12.4K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-563- 2.51% |
N/A
|
21.9K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-568- 1.99% |
N/A
|
28K
$5.1M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-573- 15.73% |
N/A
|
3.07K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-589- 0.23% |
N/A
|
257K
$46.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-594- 1.62% |
N/A
|
36K
$6.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-596- 3.27% |
N/A
|
17.6K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-596- 0.85% |
N/A
|
69.8K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-620- 16.36% |
N/A
|
3.17K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-621- 5.46% |
N/A
|
10.8K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-621- 5.81% |
N/A
|
10.1K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-624- 14.05% |
N/A
|
3.82K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-630- 4.67% |
N/A
|
12.9K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-647- 2.66% |
N/A
|
23.7K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-649- 6.34% |
N/A
|
9.59K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-654- 3.35% |
N/A
|
18.9K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-654- 1.52% |
N/A
|
42.4K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-656- 14.59% |
N/A
|
3.84K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-659- 2.4% |
N/A
|
26.9K
$4.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-660- 8.73% |
N/A
|
6.9K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-666- 5.56% |
N/A
|
11.3K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-676- 11.13% |
N/A
|
5.4K
$983K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-677- 1.46% |
N/A
|
45.7K
$8.33M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-695- 5.28% |
N/A
|
12.5K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-695- 38.1% |
N/A
|
1.13K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-698- 49.75% |
N/A
|
705
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-703- 3.7% |
N/A
|
18.3K
$3.33M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-709- 14.24% |
N/A
|
4.27K
$778K
|