Purchases and Sales Made in Q2 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35.4M+ 20718.4% |
N/A
|
35.6M
$6.48B
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.49M+ 19.55% |
N/A
|
9.09M
$1.66B
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
887K+ 102.77% |
N/A
|
1.75M
$319M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
642K+ 1166970.88% |
N/A
|
642K
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600KNew |
N/A
|
600K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
380K+ 2949.68% |
N/A
|
393K
$71.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
359KNew |
N/A
|
359K
$65.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
337KNew |
N/A
|
337K
$61.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
334K+ 26.41% |
N/A
|
1.6M
$291M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
323K+ 3.18% |
N/A
|
10.5M
$1.91B
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
299K+ 27.31% |
N/A
|
1.4M
$254M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 3.57% |
N/A
|
6.51M
$1.19B
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 1.15% |
N/A
|
12.7M
$2.31B
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
140K+ 60.62% |
N/A
|
370K
$67.3M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
137K+ 12054.53% |
N/A
|
138K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 3.64% |
N/A
|
3.88M
$706M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 14.95% |
N/A
|
1M
$182M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
102K+ 12.88% |
N/A
|
894K
$163M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
99.7K+ 452.52% |
N/A
|
122K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.3K+ 1076.23% |
N/A
|
109K
$19.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.3K+ 117.26% |
N/A
|
162K
$29.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
83K+ 2.08% |
N/A
|
4.07M
$741M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.9K+ 3.45% |
N/A
|
2.27M
$414M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
75.1K+ 13147.81% |
N/A
|
75.6K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.2K+ 5.13% |
N/A
|
1.52M
$277M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70K+ 4.74% |
N/A
|
1.55M
$282M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68.4K+ 3.48% |
N/A
|
2.03M
$370M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
66.5K+ 38.97% |
N/A
|
237K
$43.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.5K+ 4.63% |
N/A
|
1.48M
$269M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61.1K+ 92.92% |
N/A
|
127K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.1K+ 29.72% |
N/A
|
249K
$45.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.7K+ 2.46% |
N/A
|
2.37M
$431M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.9K+ 119.71% |
N/A
|
103K
$18.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
55KNew |
N/A
|
55K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.4K+ 0.51% |
N/A
|
10.7M
$1.94B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54K+ 13.26% |
N/A
|
462K
$84.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.5K+ 4.24% |
N/A
|
1.22M
$222M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
49.5K+ 194.63% |
N/A
|
75K
$13.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
47.6K+ 131.48% |
N/A
|
83.8K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
43.9KNew |
N/A
|
43.9K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.6K+ 6.66% |
N/A
|
650K
$118M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.3K+ 13.09% |
N/A
|
348K
$63.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
39.4K+ 2771.59% |
N/A
|
40.8K
$7.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
35.9K+ 169.16% |
N/A
|
57.2K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.9K+ 0.65% |
N/A
|
5.36M
$977M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
34.9K+ 222.15% |
N/A
|
50.6K
$9.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33K+ 4.91% |
N/A
|
706K
$129M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
31.6K+ 2.54% |
N/A
|
1.27M
$232M
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
31.4K+ 80.68% |
N/A
|
70.3K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.3K+ 4.74% |
N/A
|
692K
$126M
|