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 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37+ 2.2% |
N/A
|
1.72K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
36+ 0.59% |
N/A
|
6.15K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
35New |
N/A
|
35
$6.38K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 2.06% |
N/A
|
1.73K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
35+ 1.13% |
N/A
|
3.15K
$573K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35+ 1.56% |
N/A
|
2.28K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
34+ 0.27% |
N/A
|
12.4K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.33% |
N/A
|
10.4K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
34+ 1.28% |
N/A
|
2.68K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
33+ 1.38% |
N/A
|
2.43K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.51% |
N/A
|
6.54K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.57% |
N/A
|
5.82K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
32+ 0.49% |
N/A
|
6.55K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
31+ 0.32% |
N/A
|
9.84K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
31+ 0.26% |
N/A
|
12.1K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
31+ 0.55% |
N/A
|
5.63K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30+ 0.54% |
N/A
|
5.56K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30+ 1.23% |
N/A
|
2.47K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.42% |
N/A
|
7.25K
$1.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
29+ 0.53% |
N/A
|
5.54K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
28+ 0.32% |
N/A
|
8.77K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28+ 0.4% |
N/A
|
6.99K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
28+ 2.57% |
N/A
|
1.12K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28+ 0.25% |
N/A
|
11.3K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
28+ 0.71% |
N/A
|
3.98K
$724K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
28+ 0.22% |
N/A
|
12.8K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.7% |
N/A
|
1.61K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26+ 0.56% |
N/A
|
4.71K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
26+ 1.46% |
N/A
|
1.8K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
24+ 0.27% |
N/A
|
8.87K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
24+ 0.04% |
N/A
|
59.9K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 12.97% |
N/A
|
209
$38.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
23+ 1.23% |
N/A
|
1.89K
$345K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.49% |
N/A
|
4.69K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
22+ 0.59% |
N/A
|
3.74K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.08% |
N/A
|
27.6K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
22+ 1.6% |
N/A
|
1.39K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21+ 0.64% |
N/A
|
3.31K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20+ 1.06% |
N/A
|
1.92K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
20+ 0.11% |
N/A
|
18.4K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20+ 0.07% |
N/A
|
29.5K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20+ 1.3% |
N/A
|
1.56K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 1.8% |
N/A
|
1.07K
$195K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
17+ 0.2% |
N/A
|
8.34K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
16+ 0.92% |
N/A
|
1.76K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
15+ 1500.0% |
N/A
|
16
$2.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15+ 0.39% |
N/A
|
3.83K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
15+ 1.02% |
N/A
|
1.48K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14+ 1.21% |
N/A
|
1.17K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.5K
$3.56M
|