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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 0.42% |
N/A
|
57.8K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-250- 5.45% |
N/A
|
4.34K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-253- 2.83% |
N/A
|
8.7K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-255- 15.32% |
N/A
|
1.41K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-263- 0.84% |
N/A
|
31.2K
$5.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-265- 1.46% |
N/A
|
17.9K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-265- 8.81% |
N/A
|
2.74K
$500K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-274- 8.23% |
N/A
|
3.06K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-280- 32.33% |
N/A
|
586
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-283- 2.68% |
N/A
|
10.3K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-285- 1.2% |
N/A
|
23.4K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-286- 7.95% |
N/A
|
3.31K
$603K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-288- 2.32% |
N/A
|
12.2K
$2.21M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-313- 6.67% |
N/A
|
4.38K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-324- 13.49% |
N/A
|
2.08K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-335- 1.14% |
N/A
|
29K
$5.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-359- 0.65% |
N/A
|
54.7K
$9.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 2.05% |
N/A
|
17.8K
$3.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-382- 0.42% |
N/A
|
90.4K
$16.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-393- 3.4% |
N/A
|
11.2K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-403- 13.23% |
N/A
|
2.64K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-421- 2.21% |
N/A
|
18.7K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-439- 11.11% |
N/A
|
3.51K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-481- 10.92% |
N/A
|
3.92K
$715K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-482- 6.42% |
N/A
|
7.03K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-528- 1.0% |
N/A
|
52.2K
$9.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-530- 10.89% |
N/A
|
4.34K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-534- 1.51% |
N/A
|
34.7K
$6.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-535- 8.54% |
N/A
|
5.73K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-549- 0.58% |
N/A
|
93.8K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-620- 16.36% |
N/A
|
3.17K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-621- 5.46% |
N/A
|
10.8K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-654- 3.35% |
N/A
|
18.9K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-677- 1.46% |
N/A
|
45.7K
$8.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-698- 49.75% |
N/A
|
705
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-703- 3.7% |
N/A
|
18.3K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-729- 20.09% |
N/A
|
2.9K
$528K
|
|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-817- 14.03% |
N/A
|
5.01K
$912K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-853- 9.18% |
N/A
|
8.44K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-898- 1.99% |
N/A
|
44.2K
$8.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-910- 2.07% |
N/A
|
43K
$7.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-942- 2.64% |
N/A
|
34.7K
$6.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-942- 6.91% |
N/A
|
12.7K
$2.31M
|
|
|
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
|