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 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
570+ 4.95% |
N/A
|
12.1K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
568+ 3.22% |
N/A
|
18.2K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
564+ 30.75% |
N/A
|
2.4K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
560+ 3.45% |
N/A
|
16.8K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
560+ 2.68% |
N/A
|
21.5K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
559+ 7.99% |
N/A
|
7.55K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
558+ 18.95% |
N/A
|
3.5K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
555+ 1.73% |
N/A
|
32.6K
$5.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
553+ 18.02% |
N/A
|
3.62K
$660K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
552+ 0.19% |
N/A
|
284K
$51.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550+ 16.17% |
N/A
|
3.95K
$720K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
542+ 18.57% |
N/A
|
3.46K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
541+ 3.36% |
N/A
|
16.6K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
541+ 27.45% |
N/A
|
2.51K
$458K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
526+ 127.05% |
N/A
|
940
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
525+ 1.37% |
N/A
|
39K
$7.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
525+ 1.45% |
N/A
|
36.6K
$6.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
523+ 15.91% |
N/A
|
3.81K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
521+ 4.62% |
N/A
|
11.8K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
520+ 9.18% |
N/A
|
6.18K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
519+ 1.32% |
N/A
|
39.7K
$7.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
499+ 0.92% |
N/A
|
54.9K
$10M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
495+ 17.97% |
N/A
|
3.25K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
491+ 4.95% |
N/A
|
10.4K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
489+ 20.61% |
N/A
|
2.86K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
489+ 0.55% |
N/A
|
89.8K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
482+ 1.73% |
N/A
|
28.3K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
479+ 0.9% |
N/A
|
53.8K
$9.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
475+ 1.79% |
N/A
|
27K
$4.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
471+ 2.02% |
N/A
|
23.8K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
470+ 5.91% |
N/A
|
8.43K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
465+ 15.65% |
N/A
|
3.44K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
465+ 3.0% |
N/A
|
16K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
463+ 6.02% |
N/A
|
8.15K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
462+ 9.29% |
N/A
|
5.43K
$990K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
460+ 1.61% |
N/A
|
29K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
460+ 14.79% |
N/A
|
3.57K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
459+ 37.14% |
N/A
|
1.7K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
457+ 1.19% |
N/A
|
38.9K
$7.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
456+ 35.43% |
N/A
|
1.74K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
449+ 0.46% |
N/A
|
97.2K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
448+ 6.4% |
N/A
|
7.45K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
447New |
N/A
|
447
$81.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
436New |
N/A
|
436
$79.4K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
434+ 1.98% |
N/A
|
22.4K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
425+ 0.92% |
N/A
|
46.7K
$8.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
421+ 8.97% |
N/A
|
5.12K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
420+ 2.12% |
N/A
|
20.2K
$3.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
417+ 758.18% |
N/A
|
472
$86K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
416+ 9.88% |
N/A
|
4.63K
$843K
|