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 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.43K+ 1.15% |
N/A
|
126K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 2.17% |
N/A
|
66.3K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 4.36% |
N/A
|
33.7K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.39K+ 3.75% |
N/A
|
38.5K
$7.01M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.38K+ 12.12% |
N/A
|
12.8K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 3.41% |
N/A
|
41.8K
$7.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 19.91% |
N/A
|
8.23K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.35K+ 4.66% |
N/A
|
30.2K
$5.51M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.32K+ 2.76% |
N/A
|
49.2K
$8.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.32K+ 4.27% |
N/A
|
32.3K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 2.73% |
N/A
|
49.6K
$9.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 2.5% |
N/A
|
53.2K
$9.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.26K+ 44.8% |
N/A
|
4.08K
$743K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.26K+ 1.64% |
N/A
|
77.8K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.25K+ 5.3% |
N/A
|
24.7K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 14.25% |
N/A
|
9.94K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.23K+ 94.1% |
N/A
|
2.53K
$461K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.23K+ 244.22% |
N/A
|
1.73K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.22K+ 1.7% |
N/A
|
73.1K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.22K+ 6.27% |
N/A
|
20.7K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.22K+ 4.09% |
N/A
|
31K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.21K+ 19.23% |
N/A
|
7.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 2.54% |
N/A
|
48.3K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 8.14% |
N/A
|
15.8K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.19K+ 14.39% |
N/A
|
9.43K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.18K+ 4.21% |
N/A
|
29.2K
$5.31M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.17K+ 119.88% |
N/A
|
2.15K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 5.61% |
N/A
|
21.9K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 2.15% |
N/A
|
55.2K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.28% |
N/A
|
51.9K
$9.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.16K+ 32.94% |
N/A
|
4.67K
$850K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.15K+ 7.74% |
N/A
|
16K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.15K+ 2.38% |
N/A
|
49.3K
$8.98M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.14K+ 10.09% |
N/A
|
12.4K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.14K+ 8.86% |
N/A
|
14K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.13K+ 25.17% |
N/A
|
5.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.12K+ 1.4% |
N/A
|
81.2K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.12K+ 176.06% |
N/A
|
1.75K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 2.01% |
N/A
|
56.8K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$202K
|