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
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.04% |
N/A
|
2.53K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.02% |
N/A
|
6.51K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
N/A
|
6.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 11.11% |
N/A
|
8
$1.46K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.05% |
N/A
|
4.19K
$763K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.03% |
N/A
|
6.25K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.11% |
N/A
|
1.89K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.09% |
N/A
|
2.26K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-2- 0.11% |
N/A
|
1.8K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2- 0.07% |
N/A
|
3.03K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.06% |
N/A
|
3.1K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-4- 0.11% |
N/A
|
3.7K
$674K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-4- 0.26% |
N/A
|
1.52K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4- 0.14% |
N/A
|
2.86K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-4- 0.18% |
N/A
|
2.27K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.16% |
N/A
|
3.15K
$573K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-5- 0.03% |
N/A
|
16.5K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-5- 0.18% |
N/A
|
2.73K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-5- 0.29% |
N/A
|
1.73K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-5- 0.24% |
N/A
|
2.04K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.21% |
N/A
|
2.41K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 0.96% |
N/A
|
515
$93.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.04% |
N/A
|
12.7K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6- 0.07% |
N/A
|
8.26K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
SELL
|
- |
-6- 0.04% |
N/A
|
14.4K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.28% |
N/A
|
2.13K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
N/A
|
14.8K
$2.7M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-6- 3.14% |
N/A
|
185
$33.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8- 0.31% |
N/A
|
2.56K
$466K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 0.61% |
N/A
|
1.3K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-8- 4.04% |
N/A
|
190
$34.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.2% |
N/A
|
4.48K
$816K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-9- 0.05% |
N/A
|
16.9K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-9- 0.07% |
N/A
|
12.6K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-10- 0.47% |
N/A
|
2.12K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-11- 0.14% |
N/A
|
7.83K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-11- 0.11% |
N/A
|
10.1K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 0.44% |
N/A
|
2.46K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-12- 0.33% |
N/A
|
3.67K
$669K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-12- 0.15% |
N/A
|
8.1K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.16% |
N/A
|
7.5K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 3.57% |
N/A
|
378
$68.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-14- 0.31% |
N/A
|
4.51K
$821K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14- 0.64% |
N/A
|
2.18K
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 0.08% |
N/A
|
17.8K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-15- 1.13% |
N/A
|
1.31K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 1.23% |
N/A
|
1.21K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 1.32% |
N/A
|
1.13K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-15- 0.93% |
N/A
|
1.61K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-15- 0.27% |
N/A
|
5.51K
$1M
|