Latest Institutional Transactions on Vanguard Dividend Appreciation (VIG)
This table provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.8K+ 3.67% |
N/A
|
107K
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.35K- 3.39% |
N/A
|
38.4K
$7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.25K+ 1.56% |
N/A
|
276K
$50.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-385- 7.6% |
N/A
|
4.68K
$853K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.84K+ 0.24% |
N/A
|
2.04M
$371M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.29K+ 198.64% |
N/A
|
11K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-545- 3.11% |
N/A
|
17K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.91K+ 4.03% |
N/A
|
49.4K
$8.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-83- 0.38% |
N/A
|
21.9K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
197+ 2.25% |
N/A
|
8.97K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.38K+ 1.55% |
N/A
|
222K
$40.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
62+ 4.24% |
N/A
|
1.53K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
449+ 2.75% |
N/A
|
16.8K
$3.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.49% |
N/A
|
2.22K
$404K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-98- 5.89% |
N/A
|
1.57K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
770+ 21.92% |
N/A
|
4.28K
$780K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
904+ 4.7% |
N/A
|
20.1K
$3.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10+ 0.44% |
N/A
|
2.28K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-404- 4.27% |
N/A
|
9.05K
$1.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
138+ 1.17% |
N/A
|
11.9K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-104- 25.12% |
N/A
|
310
$56.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
73+ 1.0% |
N/A
|
7.35K
$1.34M
|
|
|
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
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
723+ 13.14% |
N/A
|
6.22K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.11K- 32.88% |
N/A
|
4.3K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
272+ 24.37% |
N/A
|
1.39K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
689+ 2.56% |
N/A
|
27.7K
$5.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.04K+ 136.87% |
N/A
|
12.2K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5.01K- 34.61% |
N/A
|
9.46K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
447+ 1.36% |
N/A
|
33.2K
$6.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.75K+ 14.7% |
N/A
|
21.5K
$3.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.15% |
N/A
|
2.03K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.44K
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-400- 12.4% |
N/A
|
2.83K
$515K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-487- 0.39% |
N/A
|
124K
$22.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.52K- 1.51% |
N/A
|
164K
$29.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-21- 1.38% |
N/A
|
1.5K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-19.9K- 35.76% |
N/A
|
35.7K
$6.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-69- 6.93% |
N/A
|
927
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-225- 3.86% |
N/A
|
5.61K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
70+ 0.58% |
N/A
|
12.2K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
42.6K+ 233.98% |
N/A
|
60.8K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
278+ 7.97% |
N/A
|
3.77K
$686K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
190+ 1.71% |
N/A
|
11.3K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.45K- 36.59% |
N/A
|
5.97K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
300New |
N/A
|
300
$54.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 5.28% |
N/A
|
5.02K
$914K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-341- 0.81% |
N/A
|
41.8K
$7.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-594- 3.74% |
N/A
|
15.3K
$2.79M
|