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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.61K- 8.2% |
N/A
|
18K
$3.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.62K- 3.48% |
N/A
|
44.9K
$8.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.62K- 28.34% |
N/A
|
4.1K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.9% |
N/A
|
31.8K
$5.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.65K- 2.94% |
N/A
|
54.6K
$9.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.65K- 53.15% |
N/A
|
1.46K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.66K- 10.33% |
N/A
|
14.4K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.7K- 3.1% |
N/A
|
53.1K
$9.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.7K- 45.94% |
N/A
|
2K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.74K- 15.49% |
N/A
|
9.49K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 2.83% |
N/A
|
59.9K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.75K- 2.8% |
N/A
|
60.8K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.78K- 1.5% |
N/A
|
117K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.78K- 33.79% |
N/A
|
3.49K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 21.87% |
N/A
|
6.41K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.81K- 44.12% |
N/A
|
2.29K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.82K- 54.22% |
N/A
|
1.54K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.84K- 4.41% |
N/A
|
39.8K
$7.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.85K- 10.46% |
N/A
|
15.8K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.85K- 9.56% |
N/A
|
17.5K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.86K- 16.56% |
N/A
|
9.39K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.89K- 14.66% |
N/A
|
11K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 1.53% |
N/A
|
122K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.95K- 20.81% |
N/A
|
7.42K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.95K- 99.49% |
N/A
|
10
$1.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2K- 15.21% |
N/A
|
11.2K
$2.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.01K- 4.7% |
N/A
|
40.7K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.01K- 3.21% |
N/A
|
60.5K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.05K- 7.85% |
N/A
|
24.1K
$4.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.07K- 3.3% |
N/A
|
60.6K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.09K- 56.32% |
N/A
|
1.62K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.1K- 17.75% |
N/A
|
9.71K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.14K- 9.39% |
N/A
|
20.6K
$3.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-2.14K- 3.19% |
N/A
|
65.1K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 17.86% |
N/A
|
9.94K
$1.81M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 17.86% |
N/A
|
9.94K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.17K- 5.05% |
N/A
|
40.7K
$7.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.17K- 5.14% |
N/A
|
40.1K
$7.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.17K- 29.73% |
N/A
|
5.13K
$934K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.17K- 2.65% |
N/A
|
79.8K
$14.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 1.2% |
N/A
|
181K
$33M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.21K- 3.5% |
N/A
|
60.8K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.22K- 11.06% |
N/A
|
17.9K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.22K- 9.54% |
N/A
|
21.1K
$3.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.23K- 1.8% |
N/A
|
122K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.25K- 35.89% |
N/A
|
4.02K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.25K- 5.02% |
N/A
|
42.6K
$7.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.25K- 52.31% |
N/A
|
2.05K
$374K
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-2.26K- 13.83% |
N/A
|
14.1K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.29K- 5.94% |
N/A
|
36.2K
$6.6M
|