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 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15.9K- 29.87% |
N/A
|
37.3K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16K- 20.15% |
N/A
|
63.3K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-16.1K- 48.24% |
N/A
|
17.3K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 4.03% |
N/A
|
446K
$81.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-19K- 15.68% |
N/A
|
102K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-19.1K- 80.55% |
N/A
|
4.62K
$842K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-19.1K- 86.9% |
N/A
|
2.89K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-19.4K- 49.33% |
N/A
|
19.9K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.3K- 3.83% |
N/A
|
535K
$97.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-24.3K- 2.63% |
N/A
|
899K
$164M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-24.8K- 49.97% |
N/A
|
24.8K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-26.2K- 71.14% |
N/A
|
10.6K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 8.18% |
N/A
|
309K
$56.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-27.7K- 64.66% |
N/A
|
15.1K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.1K- 30.88% |
N/A
|
65.1K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-29.3K- 18.67% |
N/A
|
128K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-29.6K- 9.45% |
N/A
|
284K
$51.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.9K- 32.81% |
N/A
|
63.2K
$11.5M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-31.1K- 4.65% |
N/A
|
639K
$116M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-32.1K- 23.27% |
N/A
|
106K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.4K- 4.92% |
N/A
|
723K
$132M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-38.4K- 9.4% |
N/A
|
370K
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-38.6K- 36.65% |
N/A
|
66.7K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.2K- 91.57% |
N/A
|
3.7K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-41.6K- 69.14% |
N/A
|
18.6K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-42.8K- 19.5% |
N/A
|
177K
$32.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-44.6K- 89.27% |
N/A
|
5.36K
$977K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-46.3K- 41.29% |
N/A
|
65.8K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-49.2K- 7.47% |
N/A
|
610K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-55.8K- 27.6% |
N/A
|
146K
$26.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-56.2K- 6.62% |
N/A
|
792K
$144M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-59.3K- 3.94% |
N/A
|
1.45M
$264M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.3K- 8.21% |
N/A
|
863K
$157M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88.2K- 98.24% |
N/A
|
1.58K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-95.2K- 96.36% |
N/A
|
3.59K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
SELL
|
- |
-136K- 83.9% |
N/A
|
26K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-138K- 97.79% |
N/A
|
3.13K
$569K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-139K- 10.55% |
N/A
|
1.18M
$215M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-391K- 62.19% |
N/A
|
238K
$43.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-395K- 99.35% |
N/A
|
2.6K
$473K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-427K- 49.62% |
N/A
|
434K
$79M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-526K- 14.19% |
N/A
|
3.18M
$579M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-566K- 75.63% |
N/A
|
182K
$33.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-586K- 99.48% |
N/A
|
3.04K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.87M- 11.59% |
N/A
|
21.9M
$3.98B
|