Purchases and Sales Made in Q3 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
638K+ 35003.67% |
N/A
|
640K
$117M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
296K+ 5.67% |
N/A
|
5.51M
$1B
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
101K+ 297.21% |
N/A
|
135K
$24.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
93.3KNew |
N/A
|
93.3K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
84.4K+ 509.04% |
N/A
|
101K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
56.7K+ 8.82% |
N/A
|
700K
$128M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
49.9K+ 1578.07% |
N/A
|
53.1K
$9.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
42.6K+ 233.98% |
N/A
|
60.8K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
41.1K+ 158.36% |
N/A
|
67K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37.1K+ 45.22% |
N/A
|
119K
$21.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.3K+ 42.35% |
N/A
|
74.8K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
21.6K+ 86.99% |
N/A
|
46.5K
$8.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.5K+ 2.69% |
N/A
|
669K
$122M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.9K+ 67.2% |
N/A
|
42.1K
$7.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.3K+ 90.23% |
N/A
|
34.4K
$6.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.8K+ 11.05% |
N/A
|
159K
$29M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.6K+ 4.46% |
N/A
|
319K
$58.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
12.8K+ 27.02% |
N/A
|
60K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.7K+ 20.43% |
N/A
|
75.1K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 6.3% |
N/A
|
172K
$31.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
9.56K+ 10.52% |
N/A
|
100K
$18.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.94K+ 93.34% |
N/A
|
18.5K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.49K+ 1.55% |
N/A
|
556K
$101M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8.05K+ 4.95% |
N/A
|
171K
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.81KNew |
N/A
|
7.81K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 9.98% |
N/A
|
85.9K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.29K+ 198.64% |
N/A
|
11K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.25K+ 8.93% |
N/A
|
88.4K
$16.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.12K+ 3.9% |
N/A
|
190K
$34.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.04K+ 136.87% |
N/A
|
12.2K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.53K+ 6.47% |
N/A
|
107K
$19.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.28K+ 0.53% |
N/A
|
1.19M
$217M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.23K+ 32.42% |
N/A
|
25.5K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.11K+ 194.12% |
N/A
|
9.26K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.11K+ 65.39% |
N/A
|
15.4K
$2.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.09K+ 41.73% |
N/A
|
20.7K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
6.05KNew |
N/A
|
6.05K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
5.57K+ 34.22% |
N/A
|
21.8K
$3.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.52K+ 12.93% |
N/A
|
48.2K
$8.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.43K+ 6.96% |
N/A
|
83.5K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.2K+ 30.94% |
N/A
|
22K
$4.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.88K+ 8.85% |
N/A
|
60K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.86KNew |
N/A
|
4.86K
$885K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.84K+ 0.24% |
N/A
|
2.04M
$371M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.75K+ 6.08% |
N/A
|
82.9K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.47K+ 0.46% |
N/A
|
969K
$176M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.47K+ 41.06% |
N/A
|
15.3K
$2.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.25K+ 1.56% |
N/A
|
276K
$50.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 2.32% |
N/A
|
187K
$34.1M
|