Purchases and Sales Made in Q2 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-157- 3.13% |
N/A
|
4.87K
$886K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-182- 0.32% |
N/A
|
57.6K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-190- 5.62% |
N/A
|
3.19K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-230- 2.01% |
N/A
|
11.2K
$2.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-239- 5.24% |
N/A
|
4.32K
$787K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-245- 2.49% |
N/A
|
9.59K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-254- 2.35% |
N/A
|
10.5K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-270- 1.04% |
N/A
|
25.8K
$4.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-282- 0.61% |
N/A
|
46K
$8.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-316- 1.79% |
N/A
|
17.3K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-436- 3.78% |
N/A
|
11.1K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-500- 3.06% |
N/A
|
15.8K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-510- 2.78% |
N/A
|
17.8K
$3.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-626- 24.87% |
N/A
|
1.89K
$344K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-633- 9.33% |
N/A
|
6.15K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-700- 32.44% |
N/A
|
1.46K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-972- 15.47% |
N/A
|
5.31K
$968K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 6.02% |
N/A
|
16.1K
$2.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 5.62% |
N/A
|
17.5K
$3.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.09K- 0.59% |
N/A
|
185K
$33.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.09K- 4.02% |
N/A
|
26.1K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.1K- 2.79% |
N/A
|
38.4K
$6.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23K- 1.25% |
N/A
|
96.9K
$17.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.35K- 4.17% |
N/A
|
31K
$5.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.5K- 2.41% |
N/A
|
60.7K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.55K- 33.34% |
N/A
|
3.09K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.61K- 8.2% |
N/A
|
18K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.78K- 1.5% |
N/A
|
117K
$21.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.81K- 44.12% |
N/A
|
2.29K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.09K- 56.32% |
N/A
|
1.62K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 1.2% |
N/A
|
181K
$33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.76K- 5.38% |
N/A
|
48.6K
$8.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.78K- 6.63% |
N/A
|
39.2K
$7.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.08K- 8.6% |
N/A
|
32.7K
$5.96M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.49% |
N/A
|
200K
$36.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.73K- 37.53% |
N/A
|
11.2K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-15.3K- 35.74% |
N/A
|
27.5K
$5.01M
|