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 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.04K- 11.36% |
N/A
|
15.9K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.04K- 5.92% |
N/A
|
32.3K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.04K- 2.21% |
N/A
|
90.2K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.05K- 3.16% |
N/A
|
62.6K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.05K- 1.63% |
N/A
|
124K
$22.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.06K- 12.31% |
N/A
|
14.7K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.06K- 1.9% |
N/A
|
106K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.07K- 6.61% |
N/A
|
29.2K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.07K- 12.38% |
N/A
|
14.6K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.08K- 59.03% |
N/A
|
1.44K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.08K- 5.36% |
N/A
|
36.8K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.12K- 3.11% |
N/A
|
65.9K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.14K- 5.01% |
N/A
|
40.5K
$7.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.16K- 56.35% |
N/A
|
1.67K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.18K- 22.66% |
N/A
|
7.45K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.2K- 39.28% |
N/A
|
3.4K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.22K- 11.61% |
N/A
|
16.9K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.25K- 8.54% |
N/A
|
24K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.27K- 2.53% |
N/A
|
87.6K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.28K- 1.59% |
N/A
|
142K
$25.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.34K- 5.19% |
N/A
|
42.7K
$7.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.34K- 1.48% |
N/A
|
155K
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.34K- 2.74% |
N/A
|
82.9K
$15.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.36K- 5.23% |
N/A
|
42.8K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.42K- 35.19% |
N/A
|
4.45K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.42K- 2.21% |
N/A
|
107K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.43K- 4.52% |
N/A
|
51.4K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.43K- 43.88% |
N/A
|
3.11K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 0.17% |
N/A
|
1.43M
$260M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.48K- 9.89% |
N/A
|
22.6K
$4.11M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-2.48K- 3.6% |
N/A
|
66.4K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.52K- 3.03% |
N/A
|
80.7K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.56K- 5.8% |
N/A
|
41.6K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.58K- 4.81% |
N/A
|
51K
$9.29M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.6K- 0.94% |
N/A
|
275K
$50.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.61K- 2.52% |
N/A
|
101K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.64K- 0.79% |
N/A
|
332K
$60.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.65K- 2.52% |
N/A
|
103K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.69K- 5.65% |
N/A
|
44.8K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.74K- 16.23% |
N/A
|
14.1K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.77K- 6.12% |
N/A
|
42.4K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.79K- 18.49% |
N/A
|
12.3K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2.79K- 2.12% |
N/A
|
129K
$23.5M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.79K- 22.81% |
N/A
|
9.46K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.8K- 2.77% |
N/A
|
98.3K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 0.88% |
N/A
|
317K
$57.8M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.84K- 35.02% |
N/A
|
5.28K
$961K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.85K- 57.01% |
N/A
|
2.15K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 42.6% |
N/A
|
3.84K
$699K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.85K- 2.17% |
N/A
|
128K
$23.4M
|