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 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 6.3% |
N/A
|
172K
$31.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-42.1K- 26.03% |
N/A
|
119K
$21.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-27- 0.4% |
N/A
|
6.79K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1.12K+ 2.2% |
N/A
|
51.9K
$9.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-368- 2.73% |
N/A
|
13.1K
$2.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.23K+ 32.42% |
N/A
|
25.5K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81K+ 104.99% |
N/A
|
3.54K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-387- 7.54% |
N/A
|
4.74K
$864K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-3- 0.25% |
N/A
|
1.21K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-5.59K- 50.52% |
N/A
|
5.48K
$998K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.07K+ 10.0% |
N/A
|
11.8K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
960+ 3.26% |
N/A
|
30.4K
$5.54M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.74K+ 6.14% |
N/A
|
30.1K
$5.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.36K- 2.4% |
N/A
|
95.9K
$17.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-274- 3.54% |
N/A
|
7.46K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
530New |
N/A
|
530
$96.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.29K+ 18.57% |
N/A
|
8.23K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.48K- 1.29% |
N/A
|
113K
$20.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-445- 4.58% |
N/A
|
9.27K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
721+ 4.47% |
N/A
|
16.8K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.21K- 43.28% |
N/A
|
1.59K
$290K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 3.81% |
N/A
|
2.13K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-129- 1.84% |
N/A
|
6.87K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
N/A
|
2.61K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
6.05KNew |
N/A
|
6.05K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-277- 0.52% |
N/A
|
52.5K
$9.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-160- 4.64% |
N/A
|
3.29K
$599K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-23- 0.31% |
N/A
|
7.48K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1+ 0.02% |
N/A
|
4.25K
$774K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-390- 4.05% |
N/A
|
9.25K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
295+ 10.69% |
N/A
|
3.06K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
707+ 4.25% |
N/A
|
17.3K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-7- 0.18% |
N/A
|
3.82K
$696K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-588- 4.9% |
N/A
|
11.4K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
231+ 3.88% |
N/A
|
6.19K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
451+ 5.69% |
N/A
|
8.38K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
48+ 3.73% |
N/A
|
1.34K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-102- 0.32% |
N/A
|
32.1K
$5.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
281+ 11.2% |
N/A
|
2.79K
$508K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10+ 0.15% |
N/A
|
6.88K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1- 0.1% |
N/A
|
994
$181K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-158- 84.04% |
N/A
|
30
$5.46K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-259- 1.27% |
N/A
|
20.1K
$3.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.46% |
N/A
|
1.3K
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25+ 0.56% |
N/A
|
4.47K
$815K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-731- 10.71% |
N/A
|
6.09K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-182- 4.42% |
N/A
|
3.94K
$717K
|
|