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
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 1.93% |
N/A
|
100K
$18.2M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.86K+ 4.77% |
N/A
|
40.8K
$7.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$336K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81K+ 104.99% |
N/A
|
3.54K
$644K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 4.43% |
N/A
|
42.6K
$7.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.74K+ 2.04% |
N/A
|
87.1K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.74K+ 6.14% |
N/A
|
30.1K
$5.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.74K+ 1.75% |
N/A
|
101K
$18.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.7K+ 13.63% |
N/A
|
14.2K
$2.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$308K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.6K+ 0.95% |
N/A
|
170K
$31M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.57K+ 2.59% |
N/A
|
62.3K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 99.11% |
N/A
|
3.12K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.5K+ 5.82% |
N/A
|
27.3K
$4.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 1.94% |
N/A
|
73.3K
$13.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.36K+ 68.34% |
N/A
|
3.35K
$610K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.36K+ 113.76% |
N/A
|
2.55K
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 7.03% |
N/A
|
20.6K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.31K+ 2.94% |
N/A
|
46K
$8.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$236K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.29K+ 18.57% |
N/A
|
8.23K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.26K+ 1.67% |
N/A
|
76.4K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.23K+ 0.27% |
N/A
|
463K
$84.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.22K+ 2.65% |
N/A
|
47.2K
$8.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 1.25% |
N/A
|
98.6K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.2K+ 1.05% |
N/A
|
116K
$21.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.18K+ 1.59% |
N/A
|
74.9K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 6372.22% |
N/A
|
1.17K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.15K+ 46.0% |
N/A
|
3.63K
$662K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1.12K+ 2.2% |
N/A
|
51.9K
$9.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.12K+ 0.98% |
N/A
|
115K
$20.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.1K+ 4.31% |
N/A
|
26.7K
$4.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.08K+ 8.42% |
N/A
|
13.9K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.08K+ 9.87% |
N/A
|
12K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.07K+ 10.0% |
N/A
|
11.8K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 73.25% |
N/A
|
2.49K
$454K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.05K+ 43.25% |
N/A
|
3.48K
$634K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$188K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$186K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.02K+ 2.08% |
N/A
|
50K
$9.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1K+ 6.85% |
N/A
|
15.6K
$2.85M
|