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 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 1.54% |
N/A
|
72.5K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 5.1% |
N/A
|
21.2K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.14K- 6.15% |
N/A
|
17.5K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.15K- 3.08% |
N/A
|
36.3K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.16K- 40.13% |
N/A
|
1.73K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.18K- 2.89% |
N/A
|
39.5K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.19K- 0.9% |
N/A
|
131K
$23.8M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 2.49% |
N/A
|
46.6K
$8.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.19K- 2.02% |
N/A
|
58K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 30.02% |
N/A
|
2.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.2K- 13.96% |
N/A
|
7.4K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.64% |
N/A
|
32K
$5.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.21K- 25.78% |
N/A
|
3.49K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 15.71% |
N/A
|
6.53K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.22K- 6.95% |
N/A
|
16.3K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.22K- 70.85% |
N/A
|
502
$91.4K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.22K- 5.94% |
N/A
|
19.3K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.22K- 15.25% |
N/A
|
6.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.22K- 9.83% |
N/A
|
11.2K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.23K- 19.8% |
N/A
|
4.97K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.86% |
N/A
|
65K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.25K- 15.7% |
N/A
|
6.73K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.26K- 3.44% |
N/A
|
35.5K
$6.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.28K- 15.1% |
N/A
|
7.21K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3K- 3.89% |
N/A
|
32.1K
$5.84M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.32K- 45.61% |
N/A
|
1.57K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.33K- 4.2% |
N/A
|
30.2K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.34K- 2.63% |
N/A
|
49.5K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.68% |
N/A
|
4.31K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.34K- 4.16% |
N/A
|
30.8K
$5.62M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.34K- 0.81% |
N/A
|
165K
$30M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.35K- 13.25% |
N/A
|
8.85K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.36K- 1.35% |
N/A
|
98.9K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 9.99% |
N/A
|
12.2K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.37K- 26.48% |
N/A
|
3.81K
$695K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.39K- 35.85% |
N/A
|
2.48K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.39K- 4.79% |
N/A
|
27.6K
$5.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.39K- 1.19% |
N/A
|
115K
$20.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.39K- 28.47% |
N/A
|
3.49K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.39K- 8.77% |
N/A
|
14.5K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 25.45% |
N/A
|
4.1K
$747K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.41K- 50.12% |
N/A
|
1.4K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.42K- 17.69% |
N/A
|
6.6K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.42K- 2.98% |
N/A
|
46.2K
$8.42M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.43K- 4.77% |
N/A
|
28.4K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 4.6% |
N/A
|
29.6K
$5.39M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.43K- 43.33% |
N/A
|
1.87K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.44K- 3.12% |
N/A
|
44.8K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 1.56% |
N/A
|
91.6K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.46K- 4.18% |
N/A
|
33.4K
$6.09M
|