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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.36K+ 5.46% |
N/A
|
84.3K
$15.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1KNew |
N/A
|
1K
$182K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-75- 2.4% |
N/A
|
3.05K
$556K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-99- 0.52% |
N/A
|
18.8K
$3.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.2% |
N/A
|
3.45K
$628K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
609+ 1.58% |
N/A
|
39.1K
$7.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.44K+ 4.45% |
N/A
|
175K
$31.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
118+ 9.48% |
N/A
|
1.36K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.46K- 9.73% |
N/A
|
32.1K
$5.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.72K- 5.68% |
N/A
|
94.9K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 0.35% |
N/A
|
6.05K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
97+ 0.8% |
N/A
|
12.3K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
64+ 6.55% |
N/A
|
1.04K
$190K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
820+ 9.37% |
N/A
|
9.57K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.2K+ 4.51% |
N/A
|
723K
$132M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
756+ 0.42% |
N/A
|
182K
$33.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-59- 0.35% |
N/A
|
16.8K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.92K- 4.79% |
N/A
|
58K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.14K
$754K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
202+ 0.16% |
N/A
|
124K
$22.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6- 0.51% |
N/A
|
1.16K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
844+ 1.24% |
N/A
|
69.1K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.71K+ 123.92% |
N/A
|
13.9K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
89+ 0.49% |
N/A
|
18.4K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 1.27% |
N/A
|
4.66K
$849K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
267KNew |
N/A
|
267K
$48.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
201+ 1.93% |
N/A
|
10.6K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
61+ 0.14% |
N/A
|
42.9K
$7.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-50- 1.22% |
N/A
|
4.05K
$738K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.08K+ 9.87% |
N/A
|
12K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-186- 1.49% |
N/A
|
12.3K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24+ 16.55% |
N/A
|
169
$30.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
369+ 2.18% |
N/A
|
17.3K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-52- 0.61% |
N/A
|
8.48K
$1.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-163- 1.36% |
N/A
|
11.8K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-417- 88.35% |
N/A
|
55
$10K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.1% |
N/A
|
3.07K
$559K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.49K+ 1.55% |
N/A
|
556K
$101M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-190- 1.18% |
N/A
|
15.9K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.35K- 29.06% |
N/A
|
10.6K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
600+ 61.66% |
N/A
|
1.57K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
129+ 1.13% |
N/A
|
11.5K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-495- 7.34% |
N/A
|
6.25K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-15.3K- 7.67% |
N/A
|
184K
$33.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
96+ 0.3% |
N/A
|
32.4K
$5.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8- 15.09% |
N/A
|
45
$8.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.23K+ 0.27% |
N/A
|
463K
$84.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.19% |
N/A
|
2.57K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
113+ 31.92% |
N/A
|
467
$85.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 1.32% |
N/A
|
1.3K
$237K
|
|