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 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.83K
$516K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
137+ 3.83% |
N/A
|
3.71K
$676K
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
9+ 0.92% |
N/A
|
991
$181K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
30+ 1.16% |
N/A
|
2.62K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-24- 0.41% |
N/A
|
5.88K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.02K+ 34.38% |
N/A
|
3.97K
$723K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.63K+ 46.88% |
N/A
|
5.11K
$931K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.57K+ 10.15% |
N/A
|
17K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
704+ 5.76% |
N/A
|
12.9K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-997- 2.51% |
N/A
|
38.8K
$7.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-75- 0.42% |
N/A
|
17.8K
$3.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-75- 0.43% |
N/A
|
17.3K
$3.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
142+ 0.28% |
N/A
|
51.4K
$9.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.77K- 12.02% |
N/A
|
12.9K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.26K+ 7.58% |
N/A
|
32K
$5.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.28% |
N/A
|
1.42K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
121+ 22.41% |
N/A
|
661
$120K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
72+ 2.07% |
N/A
|
3.55K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-15- 0.56% |
N/A
|
2.65K
$483K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-579- 1.8% |
N/A
|
31.5K
$5.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
22+ 0.23% |
N/A
|
9.64K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
287+ 5.57% |
N/A
|
5.44K
$991K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
144+ 7.92% |
N/A
|
1.96K
$358K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.57% |
N/A
|
4.35K
$791K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
622+ 8.39% |
N/A
|
8.04K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.32% |
N/A
|
3.18K
$579K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.23% |
N/A
|
443
$80.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7+ 0.19% |
N/A
|
3.75K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.36K+ 35.76% |
N/A
|
5.17K
$942K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
211+ 4.12% |
N/A
|
5.33K
$970K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.44% |
N/A
|
457
$83.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
497+ 5.58% |
N/A
|
9.41K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-372- 7.64% |
N/A
|
4.49K
$819K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.04% |
N/A
|
7.98K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-23- 0.4% |
N/A
|
5.69K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.05K- 58.06% |
N/A
|
1.48K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-756- 0.46% |
N/A
|
165K
$30.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
712+ 8.46% |
N/A
|
9.13K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-234- 11.38% |
N/A
|
1.82K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
276+ 0.23% |
N/A
|
122K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1+ 0.02% |
N/A
|
4.68K
$852K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.1K- 33.12% |
N/A
|
24.5K
$4.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
226+ 0.53% |
N/A
|
43.2K
$7.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
107+ 0.93% |
N/A
|
11.6K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
58+ 4.39% |
N/A
|
1.38K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2- 0.08% |
N/A
|
2.53K
$460K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-145K- 53.99% |
N/A
|
124K
$22.6M
|