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 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
412+ 26.72% |
N/A
|
1.95K
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
411+ 1.88% |
N/A
|
22.3K
$4.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
410+ 1.59% |
N/A
|
26.3K
$4.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
409+ 3.72% |
N/A
|
11.4K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
400+ 14.53% |
N/A
|
3.15K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 0.89% |
N/A
|
45.2K
$8.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
400+ 7.11% |
N/A
|
6.02K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
395+ 0.47% |
N/A
|
83.6K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
394+ 5.01% |
N/A
|
8.25K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
383+ 12.59% |
N/A
|
3.43K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
380+ 3.75% |
N/A
|
10.5K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
377+ 3.04% |
N/A
|
12.8K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
368+ 8.22% |
N/A
|
4.84K
$882K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
368+ 2.59% |
N/A
|
14.6K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
359+ 8.56% |
N/A
|
4.55K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
359+ 3.12% |
N/A
|
11.9K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
358+ 16.8% |
N/A
|
2.49K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
356+ 0.79% |
N/A
|
45.6K
$8.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
355+ 3.13% |
N/A
|
11.7K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
353+ 1.35% |
N/A
|
26.5K
$4.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
351+ 1.07% |
N/A
|
33.2K
$6.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
348+ 0.7% |
N/A
|
50.3K
$9.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
347+ 5.67% |
N/A
|
6.46K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
344+ 1.4% |
N/A
|
25K
$4.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
344+ 5.21% |
N/A
|
6.94K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
343+ 1.83% |
N/A
|
19.1K
$3.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
342+ 3.18% |
N/A
|
11.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
342+ 11.01% |
N/A
|
3.45K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
337+ 5.92% |
N/A
|
6.03K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
335+ 10.79% |
N/A
|
3.44K
$627K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
334+ 18.79% |
N/A
|
2.11K
$385K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
330+ 15.54% |
N/A
|
2.45K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
328+ 6.97% |
N/A
|
5.04K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
327+ 1.57% |
N/A
|
21.1K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
327+ 15.12% |
N/A
|
2.49K
$454K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
325+ 12.14% |
N/A
|
3K
$547K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
325+ 12.14% |
N/A
|
3K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
321+ 0.93% |
N/A
|
34.9K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
318+ 0.33% |
N/A
|
95.4K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
317+ 59.03% |
N/A
|
854
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
314+ 1.85% |
N/A
|
17.3K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
300+ 4.47% |
N/A
|
7.02K
$1.28M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
300New |
N/A
|
300
$54.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
299+ 1.08% |
N/A
|
28K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
298New |
N/A
|
298
$54.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
298+ 2.33% |
N/A
|
13.1K
$2.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
294+ 10.42% |
N/A
|
3.12K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
293+ 0.76% |
N/A
|
38.8K
$7.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
292+ 1.27% |
N/A
|
23.3K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
292+ 0.31% |
N/A
|
95.2K
$17.3M
|