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 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-721- 6.09% |
N/A
|
11.1K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-723- 20.06% |
N/A
|
2.88K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-728- 7.44% |
N/A
|
9.05K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-729- 20.09% |
N/A
|
2.9K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-746- 2.86% |
N/A
|
25.4K
$4.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-759- 3.08% |
N/A
|
23.9K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-759- 2.25% |
N/A
|
32.9K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-761- 5.96% |
N/A
|
12K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-763- 1.82% |
N/A
|
41.1K
$7.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-767- 2.45% |
N/A
|
30.5K
$5.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-772- 22.68% |
N/A
|
2.63K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-774- 2.07% |
N/A
|
36.7K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-776- 17.28% |
N/A
|
3.72K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-783- 1.25% |
N/A
|
62.1K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-786- 1.72% |
N/A
|
44.8K
$8.16M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-790- 12.63% |
N/A
|
5.47K
$996K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-791- 2.26% |
N/A
|
34.2K
$6.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-817- 14.03% |
N/A
|
5.01K
$912K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-825- 9.13% |
N/A
|
8.21K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-838- 2.69% |
N/A
|
30.3K
$5.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-840- 6.82% |
N/A
|
11.5K
$2.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-853- 9.18% |
N/A
|
8.44K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-856- 1.84% |
N/A
|
45.6K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-864- 1.7% |
N/A
|
49.9K
$9.1M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-866- 9.42% |
N/A
|
8.32K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-867- 2.91% |
N/A
|
28.9K
$5.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-869- 3.22% |
N/A
|
26.1K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-870- 12.65% |
N/A
|
6.01K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-874- 4.76% |
N/A
|
17.5K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-875- 0.44% |
N/A
|
197K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-880- 2.71% |
N/A
|
31.6K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-881- 45.09% |
N/A
|
1.07K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 1.52% |
N/A
|
57.2K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-889- 2.76% |
N/A
|
31.4K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-898- 1.99% |
N/A
|
44.2K
$8.05M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-900- 4.15% |
N/A
|
20.8K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-905- 3.36% |
N/A
|
26K
$4.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-910- 2.07% |
N/A
|
43K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-912- 1.01% |
N/A
|
89K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-930- 26.08% |
N/A
|
2.64K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-942- 6.91% |
N/A
|
12.7K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-942- 2.64% |
N/A
|
34.7K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-945- 3.27% |
N/A
|
27.9K
$5.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-955- 0.8% |
N/A
|
119K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-962- 17.19% |
N/A
|
4.63K
$844K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-972- 1.42% |
N/A
|
67.7K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-974- 16.58% |
N/A
|
4.9K
$893K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-992- 8.12% |
N/A
|
11.2K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.01K- 42.91% |
N/A
|
1.34K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.02K- 35.18% |
N/A
|
1.87K
$341K
|