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 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$200K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.1K+ 8.28% |
N/A
|
14.4K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.08K+ 13.54% |
N/A
|
9.05K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$194K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.9% |
N/A
|
57.1K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.06K+ 5.24% |
N/A
|
21.3K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.05KNew |
N/A
|
1.05K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.05K+ 33.3% |
N/A
|
4.2K
$764K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.04K+ 0.65% |
N/A
|
162K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 34.41% |
N/A
|
4.06K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.03K+ 5.7% |
N/A
|
19.1K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.02K+ 9.18% |
N/A
|
12.1K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 4.09% |
N/A
|
25.9K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 7.34% |
N/A
|
14.8K
$2.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.01K+ 19.44% |
N/A
|
6.2K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.01K+ 17.04% |
N/A
|
6.9K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1K+ 454.55% |
N/A
|
1.22K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
997+ 6.69% |
N/A
|
15.9K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
989+ 71.1% |
N/A
|
2.38K
$434K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
982+ 2.99% |
N/A
|
33.8K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
975+ 1.83% |
N/A
|
54.4K
$9.9M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
968+ 1.44% |
N/A
|
68K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
967+ 16.04% |
N/A
|
7K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
962+ 6.04% |
N/A
|
16.9K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
951+ 2.65% |
N/A
|
36.8K
$6.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
940+ 3.89% |
N/A
|
25.1K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
939+ 11.6% |
N/A
|
9.04K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
912+ 4.13% |
N/A
|
23K
$4.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
903+ 10.01% |
N/A
|
9.92K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
902+ 2.3% |
N/A
|
40.2K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900+ 300.0% |
N/A
|
1.2K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
892+ 5.31% |
N/A
|
17.7K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
892+ 20.66% |
N/A
|
5.21K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
886+ 2.09% |
N/A
|
43.4K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
885+ 6.23% |
N/A
|
15.1K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
875+ 8.73% |
N/A
|
10.9K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
873+ 82.2% |
N/A
|
1.94K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
860+ 8.03% |
N/A
|
11.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 26.85% |
N/A
|
4.06K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
852+ 6.92% |
N/A
|
13.2K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
847+ 12.38% |
N/A
|
7.69K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
839+ 4.67% |
N/A
|
18.8K
$3.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
828+ 64.59% |
N/A
|
2.11K
$384K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
827+ 12.71% |
N/A
|
7.33K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
819+ 7.83% |
N/A
|
11.3K
$2.05M
|