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 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-414- 0.66% |
N/A
|
61.9K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-418- 2.63% |
N/A
|
15.5K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-419- 2.5% |
N/A
|
16.4K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-425- 0.91% |
N/A
|
46.2K
$8.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-427- 12.53% |
N/A
|
2.98K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-430- 4.72% |
N/A
|
8.69K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-436- 3.78% |
N/A
|
11.1K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-438- 1.29% |
N/A
|
33.5K
$6.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-440- 10.31% |
N/A
|
3.83K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 1.02% |
N/A
|
43.7K
$7.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-450- 9.65% |
N/A
|
4.22K
$768K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-450- 2.86% |
N/A
|
15.3K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-451- 0.79% |
N/A
|
56.7K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-454- 6.12% |
N/A
|
6.97K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-458- 64.15% |
N/A
|
256
$46.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-463- 19.96% |
N/A
|
1.86K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-473- 2.71% |
N/A
|
17K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-479- 4.76% |
N/A
|
9.58K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-490- 9.87% |
N/A
|
4.48K
$815K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-494- 7.12% |
N/A
|
6.45K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-499- 1.39% |
N/A
|
35.5K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-499- 2.15% |
N/A
|
22.7K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-500- 3.06% |
N/A
|
15.8K
$2.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 0.6% |
N/A
|
82.4K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 1.92% |
N/A
|
25.5K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-500- 16.03% |
N/A
|
2.62K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-509- 0.49% |
N/A
|
104K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-510- 2.78% |
N/A
|
17.8K
$3.25M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-515- 4.64% |
N/A
|
10.6K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-519- 0.84% |
N/A
|
61K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-520- 2.69% |
N/A
|
18.8K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-525- 19.03% |
N/A
|
2.23K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-532- 8.14% |
N/A
|
6K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-540- 3.87% |
N/A
|
13.4K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-541- 2.01% |
N/A
|
26.3K
$4.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-543- 4.75% |
N/A
|
10.9K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-544- 6.41% |
N/A
|
7.94K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-548- 0.86% |
N/A
|
63.4K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-548- 1.11% |
N/A
|
49K
$8.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-549- 0.94% |
N/A
|
57.7K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-553- 2.26% |
N/A
|
23.9K
$4.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-555- 6.3% |
N/A
|
8.25K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-566- 13.78% |
N/A
|
3.54K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-569- 7.91% |
N/A
|
6.62K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-572- 16.87% |
N/A
|
2.82K
$513K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-578- 12.05% |
N/A
|
4.22K
$769K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-581- 0.99% |
N/A
|
58.3K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-593- 2.28% |
N/A
|
25.4K
$4.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-598- 5.29% |
N/A
|
10.7K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-598- 5.2% |
N/A
|
10.9K
$1.99M
|