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 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
14+ 0.77% |
N/A
|
1.83K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
14+ 1.24% |
N/A
|
1.14K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.21% |
N/A
|
5.74K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12+ 0.29% |
N/A
|
4.2K
$765K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.17% |
N/A
|
6.35K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.14% |
N/A
|
6.91K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
10+ 0.29% |
N/A
|
3.42K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
10+ 0.36% |
N/A
|
2.77K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
10+ 0.3% |
N/A
|
3.35K
$610K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
9+ 0.75% |
N/A
|
1.21K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9+ 0.26% |
N/A
|
3.48K
$633K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
8+ 0.76% |
N/A
|
1.06K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.09% |
N/A
|
8.84K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 17.78% |
N/A
|
53
$9.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8+ 0.52% |
N/A
|
1.56K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7+ 0.15% |
N/A
|
4.72K
$860K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 0.2% |
N/A
|
3.5K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.48% |
N/A
|
1.47K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7+ 0.02% |
N/A
|
37.9K
$6.91M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7+ 3.2% |
N/A
|
226
$41.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5+ 0.42% |
N/A
|
1.18K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
5+ 0.12% |
N/A
|
4.12K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 10.87% |
N/A
|
51
$9.29K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
5+ 0.13% |
N/A
|
3.86K
$702K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4+ 0.25% |
N/A
|
1.58K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
4+ 0.22% |
N/A
|
1.83K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.36K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3+ 0.13% |
N/A
|
2.27K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.11% |
N/A
|
2.69K
$489K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
N/A
|
2.74K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
N/A
|
18
$3.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2+ 0.71% |
N/A
|
282
$51.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
10.7K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.14K
$753K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.31K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.23% |
N/A
|
82
$14.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.16% |
N/A
|
631
$115K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.44% |
N/A
|
42
$7.65K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 20.0% |
N/A
|
6
$1.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
N/A
|
6.72K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1- 0.08% |
N/A
|
1.23K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- 0.03% |
N/A
|
3.39K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
N/A
|
6.87K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1- 0.01% |
N/A
|
12.5K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-1- 0.06% |
N/A
|
1.74K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.08% |
N/A
|
1.31K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
5.67K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
5.63K
$1.02M
|