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 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
11.3K+ 7.2% |
N/A
|
168K
$30.7M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
11.2K+ 3.51% |
N/A
|
331K
$60.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 1.24% |
N/A
|
912K
$166M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.1K+ 84.63% |
N/A
|
24.1K
$4.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6K+ 7.94% |
N/A
|
144K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.6K+ 3.15% |
N/A
|
346K
$63M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.5K+ 34.72% |
N/A
|
40.8K
$7.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3K+ 14.11% |
N/A
|
83.4K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.2K+ 27.62% |
N/A
|
47.2K
$8.6M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10K+ 6.57% |
N/A
|
163K
$29.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.84K+ 203.28% |
N/A
|
14.7K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.83K+ 229.94% |
N/A
|
14.1K
$2.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.63K+ 142.98% |
N/A
|
16.4K
$2.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
9.43K+ 23.87% |
N/A
|
49K
$8.92M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.26K+ 2.92% |
N/A
|
326K
$59.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.15K+ 0.96% |
N/A
|
964K
$176M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.05K+ 3.48% |
N/A
|
269K
$49.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.03K+ 22.69% |
N/A
|
48.8K
$8.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
9.03K+ 289.45% |
N/A
|
12.1K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.65K+ 18.71% |
N/A
|
54.9K
$9.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
8.54K+ 20.96% |
N/A
|
49.3K
$8.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
8.39K+ 3.15% |
N/A
|
275K
$50M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.35K+ 34.14% |
N/A
|
32.8K
$5.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.95K+ 5.04% |
N/A
|
166K
$30.2M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
7.84KNew |
N/A
|
7.84K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.43K+ 5.47% |
N/A
|
143K
$26.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.39K+ 47.09% |
N/A
|
23.1K
$4.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.24K+ 14.83% |
N/A
|
56K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.13K+ 8.01% |
N/A
|
96.1K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.04K+ 3.95% |
N/A
|
185K
$33.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.01K+ 7.58% |
N/A
|
99.4K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.76K+ 38.33% |
N/A
|
24.4K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.75K+ 0.93% |
N/A
|
730K
$133M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
6.69K+ 55.73% |
N/A
|
18.7K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.68K+ 11524.14% |
N/A
|
6.74K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.64K+ 38.79% |
N/A
|
23.8K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 9.95% |
N/A
|
71.9K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.49K+ 3.42% |
N/A
|
196K
$35.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.39K+ 4.48% |
N/A
|
149K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6.39K+ 6.16% |
N/A
|
110K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.36K+ 2.17% |
N/A
|
299K
$54.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.31K+ 4.15% |
N/A
|
158K
$28.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.21K+ 0.97% |
N/A
|
645K
$118M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.2K+ 4.93% |
N/A
|
132K
$24M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.12K+ 1.34% |
N/A
|
462K
$84.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.11K+ 2.64% |
N/A
|
238K
$43.3M
|