Purchases and Sales Made in Q1 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-343- 18.09% |
N/A
|
1.55K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-345- 32.49% |
N/A
|
717
$131K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-345- 15.79% |
N/A
|
1.84K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-346- 2.86% |
N/A
|
11.8K
$2.14M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-349- 68.03% |
N/A
|
164
$29.9K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 0.48% |
N/A
|
73K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-354- 11.15% |
N/A
|
2.82K
$514K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-354- 11.24% |
N/A
|
2.8K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-355- 5.84% |
N/A
|
5.73K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-359- 0.65% |
N/A
|
54.7K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-360- 5.45% |
N/A
|
6.25K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-363- 2.22% |
N/A
|
16K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 2.05% |
N/A
|
17.8K
$3.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-372- 10.17% |
N/A
|
3.29K
$599K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-376- 0.61% |
N/A
|
61.7K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-376- 5.14% |
N/A
|
6.94K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-380- 0.49% |
N/A
|
76.8K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-380- 6.9% |
N/A
|
5.13K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-381- 1.44% |
N/A
|
26.1K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-382- 0.42% |
N/A
|
90.4K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-383- 24.46% |
N/A
|
1.18K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-393- 3.4% |
N/A
|
11.2K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-394- 1.62% |
N/A
|
23.9K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-396- 2.96% |
N/A
|
13K
$2.37M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-402- 2.22% |
N/A
|
17.7K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-403- 13.23% |
N/A
|
2.64K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-405- 14.2% |
N/A
|
2.45K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-408- 10.22% |
N/A
|
3.58K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-415- 8.97% |
N/A
|
4.21K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-415- 0.55% |
N/A
|
74.9K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-421- 2.21% |
N/A
|
18.7K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-424- 7.5% |
N/A
|
5.23K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-429- 14.41% |
N/A
|
2.55K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-430- 9.49% |
N/A
|
4.1K
$747K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-437- 1.95% |
N/A
|
22K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-437- 90.66% |
N/A
|
45
$8.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-439- 11.11% |
N/A
|
3.51K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-441- 17.66% |
N/A
|
2.06K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-442- 3.91% |
N/A
|
10.9K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-444- 9.75% |
N/A
|
4.11K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-448- 1.7% |
N/A
|
25.9K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-454- 1.96% |
N/A
|
22.7K
$4.13M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-457- 19.73% |
N/A
|
1.86K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-459- 0.37% |
N/A
|
124K
$22.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-463- 23.47% |
N/A
|
1.51K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-463- 3.9% |
N/A
|
11.4K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474- 15.88% |
N/A
|
2.51K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-479- 1.05% |
N/A
|
45.1K
$8.22M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-479- 0.92% |
N/A
|
51.4K
$9.37M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-479- 1.87% |
N/A
|
25.2K
$4.58M
|