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 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
953+ 1.2% |
N/A
|
80.5K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
950+ 21.01% |
N/A
|
5.47K
$997K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
938+ 1.06% |
N/A
|
89.4K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
933+ 16.92% |
N/A
|
6.45K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
923+ 1.71% |
N/A
|
54.7K
$9.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
919+ 7.26% |
N/A
|
13.6K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
912+ 2.07% |
N/A
|
44.9K
$8.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
908+ 3.27% |
N/A
|
28.6K
$5.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
904+ 23.75% |
N/A
|
4.71K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
893+ 9.09% |
N/A
|
10.7K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
885+ 1.7% |
N/A
|
52.8K
$9.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
865+ 2.81% |
N/A
|
31.7K
$5.77M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
858+ 6.38% |
N/A
|
14.3K
$2.6M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
856+ 19.86% |
N/A
|
5.17K
$941K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
853+ 0.35% |
N/A
|
244K
$44.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
851+ 1.55% |
N/A
|
55.6K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
851+ 16.77% |
N/A
|
5.93K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
848+ 0.98% |
N/A
|
87K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
828+ 1.62% |
N/A
|
51.8K
$9.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
825+ 15.57% |
N/A
|
6.12K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
821+ 3.14% |
N/A
|
27K
$4.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
820+ 2.54% |
N/A
|
33.1K
$6.03M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
820+ 0.56% |
N/A
|
148K
$26.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
818+ 4.23% |
N/A
|
20.2K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
818+ 0.57% |
N/A
|
145K
$26.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
816+ 11.72% |
N/A
|
7.78K
$1.42M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
816+ 7.74% |
N/A
|
11.4K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
794+ 16.98% |
N/A
|
5.47K
$996K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
775+ 12.3% |
N/A
|
7.08K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
775+ 44.21% |
N/A
|
2.53K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
772+ 47.6% |
N/A
|
2.39K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
762+ 1.18% |
N/A
|
65.4K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
761+ 1.95% |
N/A
|
39.8K
$7.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
760+ 5.77% |
N/A
|
13.9K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
759+ 1.87% |
N/A
|
41.5K
$7.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
751+ 2.39% |
N/A
|
32.1K
$5.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
742+ 1.2% |
N/A
|
62.8K
$11.4M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
735+ 3.87% |
N/A
|
19.7K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
733+ 16.75% |
N/A
|
5.11K
$931K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
730+ 2.54% |
N/A
|
29.5K
$5.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
729+ 10.09% |
N/A
|
7.95K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
728+ 9.47% |
N/A
|
8.42K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
720+ 2.21% |
N/A
|
33.3K
$6.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
718+ 25.14% |
N/A
|
3.57K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
718+ 2.67% |
N/A
|
27.6K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
715+ 50.71% |
N/A
|
2.13K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
714+ 3.56% |
N/A
|
20.8K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
713+ 24.14% |
N/A
|
3.67K
$668K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
711+ 15.05% |
N/A
|
5.43K
$990K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
710+ 2.36% |
N/A
|
30.8K
$5.6M
|