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 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.11K+ 3.46% |
N/A
|
183K
$33.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.09K+ 11.53% |
N/A
|
59K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
6.09K+ 8.99% |
N/A
|
73.8K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.04K+ 14.23% |
N/A
|
48.4K
$8.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
6KNew |
N/A
|
6K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.97K+ 0.51% |
N/A
|
1.19M
$216M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.87K+ 29.02% |
N/A
|
26.1K
$4.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.86K+ 3.12% |
N/A
|
194K
$35.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
N/A
|
5.83K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.82K+ 11.07% |
N/A
|
58.3K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.77KNew |
N/A
|
5.77K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 9.65% |
N/A
|
62.7K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
5.51K+ 51.19% |
N/A
|
16.3K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.49K+ 13.28% |
N/A
|
46.8K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.37K+ 134.79% |
N/A
|
9.35K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.36K+ 14.36% |
N/A
|
42.7K
$7.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
5.29KNew |
N/A
|
5.29K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.28K+ 16.32% |
N/A
|
37.6K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5.27K+ 12.5% |
N/A
|
47.5K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 0.49% |
N/A
|
1.06M
$194M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.13K+ 5.56% |
N/A
|
97.4K
$17.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.09K+ 5.39% |
N/A
|
99.6K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.07K+ 0.94% |
N/A
|
547K
$99.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.01K+ 2.59% |
N/A
|
198K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.76K+ 2.41% |
N/A
|
202K
$36.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.71K+ 37.31% |
N/A
|
17.3K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.69K+ 5.81% |
N/A
|
85.4K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.66K+ 9.45% |
N/A
|
54K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.65K+ 7.27% |
N/A
|
68.6K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.6K+ 8.89% |
N/A
|
56.3K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.57K+ 95.95% |
N/A
|
9.34K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
4.49K+ 2.77% |
N/A
|
167K
$30.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
4.44KNew |
N/A
|
4.44K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4.37KNew |
N/A
|
4.37K
$796K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.28K+ 11.58% |
N/A
|
41.2K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.28K+ 5.7% |
N/A
|
79.3K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.27KNew |
N/A
|
4.27K
$778K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.21K+ 228.09% |
N/A
|
6.05K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.19K+ 6.32% |
N/A
|
70.5K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
4.19K+ 2.35% |
N/A
|
182K
$33.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.15K+ 4.67% |
N/A
|
92.9K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14K+ 9.72% |
N/A
|
46.7K
$8.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.12K+ 146.64% |
N/A
|
6.93K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.09K+ 45.22% |
N/A
|
13.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.09K+ 5.25% |
N/A
|
82.1K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
4.05K+ 8.65% |
N/A
|
50.8K
$9.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
4.03K+ 6.82% |
N/A
|
63.2K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.03K+ 1.5% |
N/A
|
272K
$49.5M
|