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 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-232- 0.98% |
N/A
|
23.5K
$4.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-234- 4.98% |
N/A
|
4.46K
$813K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-237- 2.6% |
N/A
|
8.88K
$1.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-237- 6.1% |
N/A
|
3.65K
$665K
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-240- 4.54% |
N/A
|
5.05K
$919K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-257- 3.31% |
N/A
|
7.52K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-259- 1.27% |
N/A
|
20.1K
$3.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-260- 6.0% |
N/A
|
4.08K
$742K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-265- 2.37% |
N/A
|
10.9K
$1.99M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-273- 1.56% |
N/A
|
17.2K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-274- 3.54% |
N/A
|
7.46K
$1.36M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-276- 6.39% |
N/A
|
4.05K
$737K
|
|
|
Oct 27, 2025
Q3 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-277- 0.52% |
N/A
|
52.5K
$9.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-280- 3.7% |
N/A
|
7.28K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 5.28% |
N/A
|
5.02K
$914K
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-284- 5.14% |
N/A
|
5.24K
$954K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-284- 2.42% |
N/A
|
11.4K
$2.08M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-285- 1.16% |
N/A
|
24.2K
$4.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-286- 4.76% |
N/A
|
5.72K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-286- 6.32% |
N/A
|
4.24K
$772K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-286- 0.93% |
N/A
|
30.5K
$5.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-292- 2.63% |
N/A
|
10.8K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-300- 2.83% |
N/A
|
10.3K
$1.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-301- 1.04% |
N/A
|
28.7K
$5.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-314- 1.32% |
N/A
|
23.5K
$4.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-317- 5.07% |
N/A
|
5.93K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-324- 0.59% |
N/A
|
54.7K
$9.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-324- 7.83% |
N/A
|
3.81K
$694K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-329- 20.93% |
N/A
|
1.24K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-335- 5.62% |
N/A
|
5.62K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-338- 6.18% |
N/A
|
5.13K
$935K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-341- 0.81% |
N/A
|
41.8K
$7.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-347- 3.6% |
N/A
|
9.3K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-354- 1.84% |
N/A
|
18.9K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-357- 16.89% |
N/A
|
1.76K
$320K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-357- 4.17% |
N/A
|
8.2K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-358- 1.95% |
N/A
|
18K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-360- 0.56% |
N/A
|
64.1K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-368- 2.73% |
N/A
|
13.1K
$2.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-376- 0.58% |
N/A
|
64.7K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-385- 7.6% |
N/A
|
4.68K
$853K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-387- 7.54% |
N/A
|
4.74K
$864K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-390- 4.05% |
N/A
|
9.25K
$1.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-392- 3.35% |
N/A
|
11.3K
$2.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-394- 0.34% |
N/A
|
117K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-398- 3.08% |
N/A
|
12.5K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-400- 12.4% |
N/A
|
2.83K
$515K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-404- 4.27% |
N/A
|
9.05K
$1.65M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-410- 23.48% |
N/A
|
1.34K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-415- 0.5% |
N/A
|
82.4K
$15M
|