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 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-466- 1.38% |
N/A
|
33.4K
$6.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-470- 10.99% |
N/A
|
3.81K
$693K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-471- 2.04% |
N/A
|
22.6K
$4.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-473- 33.55% |
N/A
|
937
$171K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-482- 1.47% |
N/A
|
32.4K
$5.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-484- 9.97% |
N/A
|
4.37K
$796K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-487- 0.39% |
N/A
|
124K
$22.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-495- 7.34% |
N/A
|
6.25K
$1.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-503- 12.0% |
N/A
|
3.69K
$672K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-510- 2.34% |
N/A
|
21.2K
$3.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 1.55% |
N/A
|
32.8K
$5.98M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-516- 1.12% |
N/A
|
45.7K
$8.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-528- 0.36% |
N/A
|
147K
$26.8M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-535- 1.19% |
N/A
|
44.5K
$8.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-536- 1.7% |
N/A
|
30.9K
$5.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-545- 3.11% |
N/A
|
17K
$3.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-550- 0.99% |
N/A
|
55.1K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-557- 6.17% |
N/A
|
8.47K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-564- 2.6% |
N/A
|
21.1K
$3.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-570- 2.31% |
N/A
|
24.1K
$4.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-572- 9.16% |
N/A
|
5.67K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-588- 4.9% |
N/A
|
11.4K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-594- 3.74% |
N/A
|
15.3K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-605- 3.58% |
N/A
|
16.3K
$2.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-619- 20.04% |
N/A
|
2.47K
$450K
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-641- 18.66% |
N/A
|
2.8K
$509K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-645- 4.91% |
N/A
|
12.5K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 53.41% |
N/A
|
567
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-659- 7.59% |
N/A
|
8.03K
$1.46M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-675- 21.6% |
N/A
|
2.45K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-695- 1.96% |
N/A
|
34.8K
$6.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-708- 6.53% |
N/A
|
10.1K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-729- 7.61% |
N/A
|
8.85K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-731- 10.71% |
N/A
|
6.09K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-763- 0.51% |
N/A
|
150K
$27.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-768- 20.37% |
N/A
|
3K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-773- 3.37% |
N/A
|
22.2K
$4.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-776- 2.02% |
N/A
|
37.6K
$6.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-785- 5.86% |
N/A
|
12.6K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-817- 1.36% |
N/A
|
59.1K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-851- 1.78% |
N/A
|
46.9K
$8.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-858- 1.9% |
N/A
|
44.4K
$8.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-859- 4.44% |
N/A
|
18.5K
$3.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-861- 12.17% |
N/A
|
6.21K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-868- 6.02% |
N/A
|
13.6K
$2.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-869- 3.16% |
N/A
|
26.7K
$4.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-879- 2.96% |
N/A
|
28.8K
$5.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-935- 28.36% |
N/A
|
2.36K
$430K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-951- 23.17% |
N/A
|
3.15K
$574K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01K- 0.35% |
N/A
|
283K
$51.6M
|