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 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
67+ 0.36% |
N/A
|
18.9K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
66+ 3.59% |
N/A
|
1.91K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
55+ 1.99% |
N/A
|
2.82K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 1.49% |
N/A
|
3.54K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
51+ 1.25% |
N/A
|
4.14K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
50+ 0.57% |
N/A
|
8.89K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
50+ 4.69% |
N/A
|
1.12K
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
49+ 2.65% |
N/A
|
1.9K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
47+ 0.2% |
N/A
|
23.9K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
46+ 0.74% |
N/A
|
6.22K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
41+ 0.61% |
N/A
|
6.81K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
40+ 0.82% |
N/A
|
4.95K
$901K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
35New |
N/A
|
35
$6.38K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 2.06% |
N/A
|
1.73K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
34+ 0.27% |
N/A
|
12.4K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
33+ 1.38% |
N/A
|
2.43K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
31+ 0.32% |
N/A
|
9.84K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30+ 0.54% |
N/A
|
5.56K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
28+ 0.32% |
N/A
|
8.77K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.7% |
N/A
|
1.61K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26+ 0.56% |
N/A
|
4.71K
$858K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 12.97% |
N/A
|
209
$38.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
24+ 0.27% |
N/A
|
8.87K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
24+ 0.04% |
N/A
|
59.9K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
22+ 0.59% |
N/A
|
3.74K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
20+ 0.11% |
N/A
|
18.4K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20+ 1.06% |
N/A
|
1.92K
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14+ 1.21% |
N/A
|
1.17K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.5K
$3.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12+ 0.29% |
N/A
|
4.2K
$765K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.21% |
N/A
|
5.74K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
10+ 0.29% |
N/A
|
3.42K
$623K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.14% |
N/A
|
6.91K
$1.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
9+ 0.75% |
N/A
|
1.21K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
8+ 0.76% |
N/A
|
1.06K
$193K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7+ 0.15% |
N/A
|
4.72K
$860K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5+ 0.42% |
N/A
|
1.18K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4+ 0.25% |
N/A
|
1.58K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.36K
$976K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
N/A
|
2.74K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
N/A
|
18
$3.28K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.31K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.23% |
N/A
|
82
$14.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
10.7K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.14K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
N/A
|
6.87K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1- 0.08% |
N/A
|
1.23K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- 0.03% |
N/A
|
3.39K
$618K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.05% |
N/A
|
4.19K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.11% |
N/A
|
1.89K
$344K
|