Latest Institutional Purchases of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.42% |
N/A
|
3.13K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
74+ 0.92% |
N/A
|
8.11K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
73+ 0.47% |
N/A
|
15.7K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 4.51% |
N/A
|
1.67K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
72+ 1.05% |
N/A
|
6.9K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
71+ 1.08% |
N/A
|
6.67K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
71+ 0.36% |
N/A
|
19.9K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70+ 27.13% |
N/A
|
328
$59.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 4.57% |
N/A
|
1.6K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
68+ 0.36% |
N/A
|
19K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
68+ 1.75% |
N/A
|
3.96K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
66+ 1.07% |
N/A
|
6.22K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
64+ 2.02% |
N/A
|
3.23K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
64+ 3.05% |
N/A
|
2.16K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
N/A
|
63
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
62+ 3.15% |
N/A
|
2.03K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62+ 0.21% |
N/A
|
28.9K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
61+ 0.18% |
N/A
|
33.2K
$6.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
61+ 6.17% |
N/A
|
1.05K
$191K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
60+ 1.21% |
N/A
|
5.02K
$915K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
60+ 0.97% |
N/A
|
6.27K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
60+ 3.59% |
N/A
|
1.73K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60+ 5.2% |
N/A
|
1.21K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
60New |
N/A
|
60
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
59+ 0.68% |
N/A
|
8.72K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.94% |
N/A
|
6.34K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
58+ 0.31% |
N/A
|
18.6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
56+ 0.2% |
N/A
|
28.1K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
55New |
N/A
|
55
$10K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
54+ 1.76% |
N/A
|
3.12K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
53+ 2.04% |
N/A
|
2.65K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
50+ 2.15% |
N/A
|
2.38K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
48+ 0.17% |
N/A
|
27.7K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
47+ 0.38% |
N/A
|
12.5K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46+ 0.32% |
N/A
|
14.6K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
45+ 0.81% |
N/A
|
5.63K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
44+ 3.18% |
N/A
|
1.43K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
44+ 0.21% |
N/A
|
21.1K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
43+ 1.22% |
N/A
|
3.56K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 11.59% |
N/A
|
414
$75.4K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42+ 0.66% |
N/A
|
6.44K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
41+ 3.92% |
N/A
|
1.09K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
40+ 1.07% |
N/A
|
3.79K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39+ 1.28% |
N/A
|
3.08K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
39+ 2.53% |
N/A
|
1.58K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
39+ 2.41% |
N/A
|
1.66K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.02% |
N/A
|
179K
$32.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
38+ 0.14% |
N/A
|
27K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
37+ 2.29% |
N/A
|
1.65K
$301K
|