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 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.88K+ 0.71% |
N/A
|
268K
$48.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
1.87K+ 16.98% |
N/A
|
12.9K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.86K+ 3.48% |
N/A
|
55.1K
$10M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.85K+ 11.41% |
N/A
|
18K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.84K+ 31.19% |
N/A
|
7.72K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.81K+ 5.11% |
N/A
|
37.3K
$6.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.81K+ 84.57% |
N/A
|
3.95K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.8K+ 2.19% |
N/A
|
84K
$15.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.79K+ 5.32% |
N/A
|
35.5K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.77K+ 3.74% |
N/A
|
49K
$8.93M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.71K+ 65.76% |
N/A
|
4.31K
$785K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68K+ 2.52% |
N/A
|
68.4K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.67K+ 22.35% |
N/A
|
9.11K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.66K+ 57.74% |
N/A
|
4.55K
$828K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
1.66K+ 36.62% |
N/A
|
6.19K
$1.13M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.65K+ 113.45% |
N/A
|
3.11K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.65K+ 1.82% |
N/A
|
92K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.64K+ 2.11% |
N/A
|
79.1K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.62K+ 23.27% |
N/A
|
8.58K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.61K+ 8.3% |
N/A
|
21K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6K+ 3.02% |
N/A
|
54.6K
$9.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.58K+ 14.48% |
N/A
|
12.5K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.58K+ 6.81% |
N/A
|
24.7K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.56K+ 10.88% |
N/A
|
15.9K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.54K+ 24.68% |
N/A
|
7.77K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.53K+ 20.38% |
N/A
|
9.02K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 2.28% |
N/A
|
68.2K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.49K+ 19.64% |
N/A
|
9.05K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.47K+ 3.63% |
N/A
|
41.9K
$7.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.47K+ 3.26% |
N/A
|
46.6K
$8.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.46K+ 79.58% |
N/A
|
3.3K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 2.45% |
N/A
|
60.9K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.43K+ 117.48% |
N/A
|
2.64K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 18.94% |
N/A
|
8.94K
$1.63M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.42K+ 2.24% |
N/A
|
64.8K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.41K+ 17.27% |
N/A
|
9.58K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.41K+ 32.32% |
N/A
|
5.77K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.41K+ 19.03% |
N/A
|
8.81K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.41K+ 4.78% |
N/A
|
30.8K
$5.61M
|