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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-806- 9.18% |
N/A
|
7.98K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-823- 0.97% |
N/A
|
84.4K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-828- 4.46% |
N/A
|
17.7K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-834- 2.4% |
N/A
|
33.9K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-866- 21.32% |
N/A
|
3.2K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-883- 2.68% |
N/A
|
32.1K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-887- 0.72% |
N/A
|
122K
$22.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-891- 11.67% |
N/A
|
6.74K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 1.85% |
N/A
|
47.3K
$8.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-894- 6.26% |
N/A
|
13.4K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-896- 45.12% |
N/A
|
1.09K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-896- 1.45% |
N/A
|
60.8K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-906- 4.6% |
N/A
|
18.8K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-913- 29.97% |
N/A
|
2.13K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-917- 0.93% |
N/A
|
97.4K
$17.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-922- 1.2% |
N/A
|
76.1K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-923- 2.52% |
N/A
|
35.7K
$6.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-925- 4.95% |
N/A
|
17.8K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-937- 3.35% |
N/A
|
27K
$4.92M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-940- 5.31% |
N/A
|
16.8K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-942- 3.12% |
N/A
|
29.2K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-946- 6.69% |
N/A
|
13.2K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-948- 6.76% |
N/A
|
13.1K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-948- 2.07% |
N/A
|
44.8K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-964- 10.67% |
N/A
|
8.07K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-972- 15.47% |
N/A
|
5.31K
$968K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-973- 14.32% |
N/A
|
5.82K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-974- 4.59% |
N/A
|
20.3K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-979- 2.7% |
N/A
|
35.3K
$6.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-987- 34.39% |
N/A
|
1.88K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-989- 1.08% |
N/A
|
90.8K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1K- 7.29% |
N/A
|
12.7K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1K- 17.58% |
N/A
|
4.69K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1K- 3.46% |
N/A
|
27.9K
$5.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.01K- 8.16% |
N/A
|
11.3K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.01K- 5.41% |
N/A
|
17.6K
$3.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 1.56% |
N/A
|
64K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.03K- 39.0% |
N/A
|
1.61K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.03K- 2.41% |
N/A
|
41.7K
$7.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 6.02% |
N/A
|
16.1K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.03K- 0.64% |
N/A
|
160K
$29.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 5.62% |
N/A
|
17.5K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 32.17% |
N/A
|
2.23K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.06K- 8.37% |
N/A
|
11.6K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.07K- 6.15% |
N/A
|
16.3K
$2.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.09K- 0.59% |
N/A
|
185K
$33.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.09K- 4.02% |
N/A
|
26.1K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.1K- 2.66% |
N/A
|
40K
$7.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.1K- 2.79% |
N/A
|
38.4K
$6.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-1.11K- 8.86% |
N/A
|
11.4K
$2.08M
|