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 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.26% |
N/A
|
4.96K
$903K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.27K- 1.95% |
N/A
|
63.9K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 3.02% |
N/A
|
1.71K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-292- 2.63% |
N/A
|
10.8K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
525+ 21.78% |
N/A
|
2.94K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 1.04% |
N/A
|
3.5K
$637K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-72- 2.12% |
N/A
|
3.32K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
433New |
N/A
|
433
$78.9K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
N/A
|
9.58K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.53K+ 6.47% |
N/A
|
107K
$19.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-317- 5.07% |
N/A
|
5.93K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10.5K- 10.41% |
N/A
|
90.1K
$16.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-179- 4.0% |
N/A
|
4.3K
$783K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.24K- 8.88% |
N/A
|
12.8K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-641- 18.66% |
N/A
|
2.8K
$509K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
N/A
|
7.57K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.69% |
N/A
|
199K
$36.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
935New |
N/A
|
935
$170K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8+ 0.27% |
N/A
|
3K
$547K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-33- 2.42% |
N/A
|
1.33K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-171- 5.63% |
N/A
|
2.87K
$522K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-564- 2.6% |
N/A
|
21.1K
$3.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.73K- 10.47% |
N/A
|
23.4K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
211+ 13.69% |
N/A
|
1.75K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
SELL
|
- |
-3.6K- 58.06% |
N/A
|
2.6K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16+ 0.43% |
N/A
|
3.72K
$677K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
9.56K+ 10.52% |
N/A
|
100K
$18.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-140- 4.25% |
N/A
|
3.15K
$574K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
252+ 6.04% |
N/A
|
4.43K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-104- 2.22% |
N/A
|
4.58K
$834K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.32% |
N/A
|
5.03K
$915K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-329- 20.93% |
N/A
|
1.24K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.43K+ 6.96% |
N/A
|
83.5K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.85K- 15.52% |
N/A
|
31.9K
$5.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
212+ 0.61% |
N/A
|
35.1K
$6.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.03% |
N/A
|
3.1K
$565K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-112- 2.34% |
N/A
|
4.67K
$850K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
38+ 1.09% |
N/A
|
3.51K
$640K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-50- 2.09% |
N/A
|
2.34K
$426K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01K- 0.35% |
N/A
|
283K
$51.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-144- 2.86% |
N/A
|
4.89K
$891K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
955New |
N/A
|
955
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-516- 1.12% |
N/A
|
45.7K
$8.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.02K+ 2.08% |
N/A
|
50K
$9.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10- 1.42% |
N/A
|
695
$127K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-60- 4.99% |
N/A
|
1.14K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-134- 9.19% |
N/A
|
1.32K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
622+ 9.3% |
N/A
|
7.31K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.54% |
N/A
|
5.73K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-460- 2.39% |
N/A
|
18.8K
$3.42M
|
|