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
|
Wood Trust Financial Corp
|
BUY
|
- |
1KNew |
N/A
|
1K
$182K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
987+ 44.08% |
N/A
|
3.23K
$588K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
975New |
N/A
|
975
$178K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
975New |
N/A
|
975
$178K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
970New |
N/A
|
970
$177K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
BUY
|
- |
967+ 3.01% |
N/A
|
33.1K
$6.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
965+ 6.69% |
N/A
|
15.4K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
962+ 19.64% |
N/A
|
5.86K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
960+ 3.26% |
N/A
|
30.4K
$5.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
960New |
N/A
|
960
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
955New |
N/A
|
955
$174K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
954New |
N/A
|
954
$174K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
952+ 34.17% |
N/A
|
3.74K
$681K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
951New |
N/A
|
951
$173K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
949New |
N/A
|
949
$173K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
939New |
N/A
|
939
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
935New |
N/A
|
935
$170K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
933New |
N/A
|
933
$170K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
908+ 6.45% |
N/A
|
15K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
904+ 4.7% |
N/A
|
20.1K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
894+ 0.73% |
N/A
|
123K
$22.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
884+ 47.6% |
N/A
|
2.74K
$499K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
877+ 4.74% |
N/A
|
19.4K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863+ 0.06% |
N/A
|
1.48M
$270M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
844+ 1.24% |
N/A
|
69.1K
$12.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
837+ 1.44% |
N/A
|
59K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
836+ 0.92% |
N/A
|
91.3K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
820+ 9.37% |
N/A
|
9.57K
$1.74M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
812+ 4.25% |
N/A
|
19.9K
$3.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
811New |
N/A
|
811
$148K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
790+ 3.92% |
N/A
|
20.9K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
770+ 21.92% |
N/A
|
4.28K
$780K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
764+ 14.5% |
N/A
|
6.03K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
756+ 0.42% |
N/A
|
182K
$33.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
750+ 0.86% |
N/A
|
87.8K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
739+ 4.51% |
N/A
|
17.1K
$3.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
735+ 4.61% |
N/A
|
16.7K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
723+ 13.14% |
N/A
|
6.22K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
721+ 4.47% |
N/A
|
16.8K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
707+ 4.25% |
N/A
|
17.3K
$3.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
703+ 4.54% |
N/A
|
16.2K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
689+ 2.56% |
N/A
|
27.7K
$5.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
676+ 19.1% |
N/A
|
4.22K
$768K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
630+ 13.05% |
N/A
|
5.46K
$994K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
622+ 9.3% |
N/A
|
7.31K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
609+ 1.58% |
N/A
|
39.1K
$7.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
601+ 19.29% |
N/A
|
3.72K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
600+ 61.66% |
N/A
|
1.57K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
600+ 191.69% |
N/A
|
913
$166K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
594+ 17.83% |
N/A
|
3.93K
$715K
|