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 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-942- 3.12% |
N/A
|
29.2K
$5.33M
|
|
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
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-989- 1.08% |
N/A
|
90.8K
$16.5M
|
|
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 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 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 5.62% |
N/A
|
17.5K
$3.18M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.06K- 8.37% |
N/A
|
11.6K
$2.12M
|
|
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
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23K- 1.25% |
N/A
|
96.9K
$17.6M
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.35K- 4.17% |
N/A
|
31K
$5.64M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.42K- 27.95% |
N/A
|
3.65K
$665K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.5K- 2.41% |
N/A
|
60.7K
$11.1M
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.54K- 21.79% |
N/A
|
5.52K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.55K- 33.34% |
N/A
|
3.09K
$563K
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.56K- 7.4% |
N/A
|
19.5K
$3.55M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.61K- 8.2% |
N/A
|
18K
$3.29M
|
|
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 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
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.81K- 44.12% |
N/A
|
2.29K
$416K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.85K- 10.46% |
N/A
|
15.8K
$2.88M
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.86K- 16.56% |
N/A
|
9.39K
$1.71M
|
|
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
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.17K- 5.14% |
N/A
|
40.1K
$7.3M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 1.2% |
N/A
|
181K
$33M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.25K- 5.02% |
N/A
|
42.6K
$7.75M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.45K- 2.31% |
N/A
|
103K
$18.8M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.49K- 17.28% |
N/A
|
11.9K
$2.17M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.6K- 15.86% |
N/A
|
13.8K
$2.51M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.64K- 3.43% |
N/A
|
74.1K
$13.5M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.76K- 5.38% |
N/A
|
48.6K
$8.85M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.78K- 6.63% |
N/A
|
39.2K
$7.15M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.87K- 1.68% |
N/A
|
167K
$30.5M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.08K- 8.6% |
N/A
|
32.7K
$5.96M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.14K- 5.03% |
N/A
|
78.1K
$14.2M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-4.4K- 8.43% |
N/A
|
47.8K
$8.7M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.49% |
N/A
|
200K
$36.4M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.42K- 4.56% |
N/A
|
114K
$20.7M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.73K- 37.53% |
N/A
|
11.2K
$2.04M
|