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
|
Mad River Investors
|
SELL
|
- |
-2.87K- 31.61% |
N/A
|
6.2K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.9K- 8.02% |
N/A
|
33.3K
$6.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 11.22% |
N/A
|
23.2K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.95K- 2.83% |
N/A
|
101K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.98K- 19.15% |
N/A
|
12.6K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.05K- 5.31% |
N/A
|
54.5K
$9.92M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.2K- 46.77% |
N/A
|
3.64K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-3.24K- 4.38% |
N/A
|
70.7K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 8.41% |
N/A
|
35.3K
$6.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.32K- 3.59% |
N/A
|
89.3K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-3.44K- 41.75% |
N/A
|
4.8K
$874K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.5K- 7.67% |
N/A
|
42.2K
$7.68M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 21.48% |
N/A
|
12.9K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.52K- 17.06% |
N/A
|
17.1K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.53K- 14.94% |
N/A
|
20.1K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-3.54K- 75.67% |
N/A
|
1.14K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.65K- 49.86% |
N/A
|
3.67K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.66K- 2.5% |
N/A
|
143K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.69K- 7.68% |
N/A
|
44.4K
$8.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-3.74K- 5.0% |
N/A
|
71K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.79K- 85.3% |
N/A
|
653
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.8K- 7.54% |
N/A
|
46.6K
$8.48M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.82K- 3.42% |
N/A
|
108K
$19.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.84K- 2.2% |
N/A
|
171K
$31.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.94K- 8.57% |
N/A
|
42K
$7.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.05K- 13.49% |
N/A
|
26K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-4.15K- 91.61% |
N/A
|
380
$69.2K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-4.17K- 28.86% |
N/A
|
10.3K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.34K- 8.51% |
N/A
|
46.6K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.34K- 53.51% |
N/A
|
3.77K
$687K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-4.53K- 50.0% |
N/A
|
4.53K
$825K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.64K- 2.54% |
N/A
|
178K
$32.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-4.67K- 4.84% |
N/A
|
91.8K
$16.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.85K- 24.32% |
N/A
|
15.1K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.97K- 24.02% |
N/A
|
15.7K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.04K- 2.4% |
N/A
|
205K
$37.3M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
SELL
|
- |
-5.05K- 35.94% |
N/A
|
9K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.07K- 9.56% |
N/A
|
48K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.08K- 10.8% |
N/A
|
42K
$7.65M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.09K- 12.36% |
N/A
|
36.1K
$6.58M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.25K- 80.7% |
N/A
|
1.26K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.32K- 13.75% |
N/A
|
33.4K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.34K- 4.75% |
N/A
|
107K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.57K- 2.39% |
N/A
|
228K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5.65K- 10.64% |
N/A
|
47.5K
$8.64M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.65K- 28.74% |
N/A
|
14K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.73K- 70.5% |
N/A
|
2.4K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.76K- 6.92% |
N/A
|
77.5K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-5.8K- 7.91% |
N/A
|
67.5K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.06K- 5.31% |
N/A
|
108K
$19.7M
|