Purchases and Sales Made in Q4 2025 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
92.9K+ 6.28% |
N/A
|
1.57M
$286M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
86.1K+ 2003.37% |
N/A
|
90.4K
$16.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
60.8K+ 8.68% |
N/A
|
761K
$139M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
49.9KNew |
N/A
|
49.9K
$9.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
44.6KNew |
N/A
|
44.6K
$8.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
35.6KNew |
N/A
|
35.6K
$6.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30K+ 196.01% |
N/A
|
45.3K
$8.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 30.06% |
N/A
|
128K
$23.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
23.3K+ 25.91% |
N/A
|
113K
$20.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
16.1K+ 19.23% |
N/A
|
99.5K
$18.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
13.8K+ 168.59% |
N/A
|
22K
$4.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.7K+ 154.66% |
N/A
|
22.6K
$4.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 4.22% |
N/A
|
336K
$61.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 195.19% |
N/A
|
16.3K
$2.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 3.31% |
N/A
|
330K
$60.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.1K+ 0.85% |
N/A
|
1.2M
$219M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.94K+ 4.91% |
N/A
|
191K
$34.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.22KNew |
N/A
|
8.22K
$1.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.19K+ 87.32% |
N/A
|
17.6K
$3.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.18K+ 40.94% |
N/A
|
28.2K
$5.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
7.32KNew |
N/A
|
7.32K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.14K+ 3.78% |
N/A
|
196K
$35.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.85K+ 6.93% |
N/A
|
106K
$19.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.72K+ 61.11% |
N/A
|
17.7K
$3.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.6K+ 44.18% |
N/A
|
21.5K
$3.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.4K+ 58.53% |
N/A
|
17.3K
$3.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
6.28KNew |
N/A
|
6.28K
$1.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
6.1K+ 16.74% |
N/A
|
42.6K
$7.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.01KNew |
N/A
|
5.01K
$912K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.32K+ 1.95% |
N/A
|
226K
$41.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
3.97K+ 2.42% |
N/A
|
168K
$30.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$668K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.66KNew |
N/A
|
3.66K
$666K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.43K+ 289.21% |
N/A
|
4.62K
$841K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3K+ 134.65% |
N/A
|
5.23K
$952K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.79K+ 5.09% |
N/A
|
57.5K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
2.74K+ 8.29% |
N/A
|
35.8K
$6.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 14.56% |
N/A
|
20.5K
$3.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.51K+ 5.71% |
N/A
|
46.5K
$8.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4K+ 2.48% |
N/A
|
99.4K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$433K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.33K+ 2.03% |
N/A
|
117K
$21.3M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.32K+ 3.91% |
N/A
|
61.6K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.23K+ 9.67% |
N/A
|
25.3K
$4.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.07K+ 2.04% |
N/A
|
103K
$18.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.01K+ 7.76% |
N/A
|
27.9K
$5.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.89K+ 338.6% |
N/A
|
2.44K
$445K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
1.78K+ 3.56% |
N/A
|
51.6K
$9.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.77K+ 145.53% |
N/A
|
2.99K
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$320K
|
|