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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6+ 0.41% |
N/A
|
1.47K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.78K- 33.85% |
N/A
|
7.38K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.98K+ 5.9% |
N/A
|
89.4K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
N/A
|
1.03K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
328+ 5.71% |
N/A
|
6.07K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-73.6K- 94.3% |
N/A
|
4.45K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
135+ 3.29% |
N/A
|
4.24K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
291+ 7.17% |
N/A
|
4.35K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
358+ 14.3% |
N/A
|
2.86K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3+ 0.16% |
N/A
|
1.9K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.37% |
N/A
|
4.04K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
828+ 59.74% |
N/A
|
2.21K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-54- 2.96% |
N/A
|
1.77K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-49.9K- 15.48% |
N/A
|
272K
$49.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.59K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Miramar Capital, LLC
|
BUY
|
- |
722+ 5.6% |
N/A
|
13.6K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-153- 2.05% |
N/A
|
7.29K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
45+ 0.35% |
N/A
|
12.9K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
262+ 2.17% |
N/A
|
12.4K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.56K- 5.23% |
N/A
|
46.5K
$8.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-142- 3.22% |
N/A
|
4.27K
$779K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-34.7K- 15.16% |
N/A
|
194K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
394+ 1.06% |
N/A
|
37.7K
$6.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
90+ 0.08% |
N/A
|
116K
$21M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 4.73% |
N/A
|
668K
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
368K+ 5.66% |
N/A
|
6.88M
$1.25B
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.09% |
N/A
|
2.26K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 15.07% |
N/A
|
59.8K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-145- 1.86% |
N/A
|
7.63K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
227+ 9.04% |
N/A
|
2.74K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
45+ 0.68% |
N/A
|
6.67K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.9K+ 8.77% |
N/A
|
135K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.7K- 2.13% |
N/A
|
1.04M
$189M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 4.23% |
N/A
|
736K
$134M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
13+ 0.04% |
N/A
|
30.3K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-519- 8.65% |
N/A
|
5.48K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
592+ 27.75% |
N/A
|
2.73K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-15.8K- 28.76% |
N/A
|
39.1K
$7.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
470+ 2.28% |
N/A
|
21.1K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.18K+ 1.0% |
N/A
|
219K
$39.9M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-100- 25.0% |
N/A
|
300
$54.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.1K+ 257.92% |
N/A
|
7.08K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-132- 2.93% |
N/A
|
4.37K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
5.05KNew |
N/A
|
5.05K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.45K- 0.97% |
N/A
|
147K
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.44K+ 0.54% |
N/A
|
269K
$49M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
360+ 1.91% |
N/A
|
19.2K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-125- 6.24% |
N/A
|
1.88K
$342K
|
|