Winnow Wealth LLC Vanguard Dividend Appreciation Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

A detailed history of Winnow Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Winnow Wealth LLC holds 1,013 shares of VIG stock, worth $184,517. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,013

Holding current value

$184,517

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	N/A	1,013 New	1,013 $207 Million

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

Laurel Wealth Advisors LLC Charlotte, NC

35.6M
Shares

$6.48 Billion
2.49% of portfolio
Bank Of America Corp Charlotte, NC

21.3M
Shares

$3.88 Billion
0.29% of portfolio
Morgan Stanley New York, NY

12.7M
Shares

$2.31 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$1.94 Billion
0.42% of portfolio
Vanguard Group Inc Valley Forge, PA

10.5M
Shares

$1.91 Billion
0.03% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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