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 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 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.95% |
N/A
|
96.1K
$17.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.92K- 4.79% |
N/A
|
58K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.99K- 16.58% |
N/A
|
15.1K
$2.74M
|
|
|
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 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.7K- 14.09% |
N/A
|
22.6K
$4.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.95K- 26.43% |
N/A
|
11K
$2M
|
|
|
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 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.1K- 8.75% |
N/A
|
105K
$19.1M
|
|
|
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 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13.2K- 22.65% |
N/A
|
45.1K
$8.22M
|
|
|
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 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-145K- 53.99% |
N/A
|
124K
$22.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-154K- 5.16% |
N/A
|
2.84M
$517M
|