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 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.88K- 10.63% |
N/A
|
15.8K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.07K- 22.7% |
N/A
|
7.05K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.11K- 32.88% |
N/A
|
4.3K
$784K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.18K- 59.35% |
N/A
|
1.49K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.3K- 5.85% |
N/A
|
36.9K
$6.73M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.3K- 21.88% |
N/A
|
8.21K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.36K- 2.4% |
N/A
|
95.9K
$17.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.42K- 3.98% |
N/A
|
58.4K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.47K- 6.2% |
N/A
|
37.4K
$6.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.52K- 1.51% |
N/A
|
164K
$29.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-2.56K- 3.94% |
N/A
|
62.4K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.63K- 2.65% |
N/A
|
96.8K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.73K- 10.47% |
N/A
|
23.4K
$4.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.92K- 4.79% |
N/A
|
58K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.95% |
N/A
|
96.1K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.38K- 19.05% |
N/A
|
14.4K
$2.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.39K- 11.61% |
N/A
|
25.9K
$4.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.45K- 36.59% |
N/A
|
5.97K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.46K- 9.73% |
N/A
|
32.1K
$5.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
SELL
|
- |
-3.6K- 58.06% |
N/A
|
2.6K
$474K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.67K- 7.76% |
N/A
|
43.6K
$7.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.7K- 5.89% |
N/A
|
59.1K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.35K- 29.06% |
N/A
|
10.6K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.39K- 1.78% |
N/A
|
243K
$44.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5.01K- 34.61% |
N/A
|
9.46K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-5.59K- 50.52% |
N/A
|
5.48K
$998K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.72K- 14.26% |
N/A
|
34.4K
$6.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.72K- 5.68% |
N/A
|
94.9K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.74K- 10.17% |
N/A
|
50.7K
$9.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.85K- 15.52% |
N/A
|
31.9K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.32K- 28.01% |
N/A
|
18.8K
$3.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8.77K- 26.74% |
N/A
|
24K
$4.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10.5K- 10.41% |
N/A
|
90.1K
$16.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-11.6K- 41.02% |
N/A
|
16.6K
$3.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-12.8K- 3.94% |
N/A
|
312K
$56.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.1K- 54.45% |
N/A
|
11K
$2M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-15.3K- 7.67% |
N/A
|
184K
$33.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 57.23% |
N/A
|
11.8K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 82.98% |
N/A
|
3.43K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-19.9K- 35.76% |
N/A
|
35.7K
$6.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.5K- 10.16% |
N/A
|
323K
$58.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-36.9K- 60.94% |
N/A
|
23.7K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-42.1K- 26.03% |
N/A
|
119K
$21.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-46.5K- 50.76% |
N/A
|
45.2K
$8.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-53.9K- 16.27% |
N/A
|
277K
$50.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-154K- 5.16% |
N/A
|
2.84M
$517M
|