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 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.86K+ 4.33% |
N/A
|
117K
$21.4M
|
|
|
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 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
4.63K+ 19.38% |
N/A
|
28.5K
$5.19M
|
|
|
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 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.36K+ 5.46% |
N/A
|
84.3K
$15.4M
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.24K+ 4.05% |
N/A
|
109K
$19.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.17K+ 22.1% |
N/A
|
23K
$4.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.16K+ 6.33% |
N/A
|
69.9K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.95K+ 2.14% |
N/A
|
189K
$34.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.88K+ 81.22% |
N/A
|
8.67K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.85K+ 9.52% |
N/A
|
44.2K
$8.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.8K+ 3.67% |
N/A
|
107K
$19.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 6.69% |
N/A
|
58K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.55K+ 12.89% |
N/A
|
31.1K
$5.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.42K+ 18.98% |
N/A
|
21.5K
$3.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.38K+ 1.55% |
N/A
|
222K
$40.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.35K+ 10.1% |
N/A
|
36.5K
$6.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.34K+ 285.47% |
N/A
|
4.51K
$821K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.33K+ 6.12% |
N/A
|
57.6K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.69% |
N/A
|
199K
$36.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.08K+ 2.29% |
N/A
|
138K
$25.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.01K+ 244.68% |
N/A
|
4.24K
$773K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.99K+ 5.3% |
N/A
|
59.3K
$10.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.92K+ 11.63% |
N/A
|
28K
$5.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.92K+ 266.82% |
N/A
|
4.01K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.88K+ 4.22% |
N/A
|
71.1K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.82K+ 4.23% |
N/A
|
69.4K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.75K+ 14.7% |
N/A
|
21.5K
$3.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 16.33% |
N/A
|
19.5K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.69K+ 5.74% |
N/A
|
49.5K
$9.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.58K+ 1.63% |
N/A
|
161K
$29.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.57K+ 8.42% |
N/A
|
33.1K
$6.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.45K+ 3.76% |
N/A
|
67.6K
$12.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$434K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.32K+ 9.59% |
N/A
|
26.5K
$4.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.27K+ 41.85% |
N/A
|
7.71K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$377K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.07K+ 89.19% |
N/A
|
4.39K
$800K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04KNew |
N/A
|
2.04K
$372K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 2.11% |
N/A
|
98.9K
$18M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.01K+ 37.41% |
N/A
|
7.36K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.91K+ 4.03% |
N/A
|
49.4K
$8.99M
|