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
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.07% |
N/A
|
26.9K
$4.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-421- 9.82% |
N/A
|
3.87K
$704K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
48+ 2.83% |
N/A
|
1.74K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.51K- 5.98% |
N/A
|
23.8K
$4.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-861- 12.17% |
N/A
|
6.21K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
836+ 0.92% |
N/A
|
91.3K
$16.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 33.33% |
N/A
|
132
$24K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
544+ 0.3% |
N/A
|
182K
$33.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13.2K- 22.65% |
N/A
|
45.1K
$8.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 16.33% |
N/A
|
19.5K
$3.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
50+ 1.37% |
N/A
|
3.7K
$674K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
14.9K+ 38.88% |
N/A
|
53.2K
$9.7M
|
|
|
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 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 99.11% |
N/A
|
3.12K
$569K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.1% |
N/A
|
1.05K
$191K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863+ 0.06% |
N/A
|
1.48M
$270M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.95K- 26.43% |
N/A
|
11K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.0% |
N/A
|
71.7K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
12.1K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-49- 0.19% |
N/A
|
25.3K
$4.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.36K+ 68.34% |
N/A
|
3.35K
$610K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
18+ 6.38% |
N/A
|
300
$54.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.32K+ 9.59% |
N/A
|
26.5K
$4.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-63- 0.22% |
N/A
|
28.5K
$5.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.7K- 14.09% |
N/A
|
22.6K
$4.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
211+ 1.49% |
N/A
|
14.4K
$2.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-439- 12.82% |
N/A
|
2.99K
$544K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-175- 3.73% |
N/A
|
4.52K
$822K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.1K- 8.75% |
N/A
|
105K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
764+ 14.5% |
N/A
|
6.03K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-57- 0.88% |
N/A
|
6.41K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-286- 6.32% |
N/A
|
4.24K
$772K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
141+ 7.66% |
N/A
|
1.98K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.99K- 16.58% |
N/A
|
15.1K
$2.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.6K+ 1.22% |
N/A
|
1.29M
$235M
|