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 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04KNew |
N/A
|
2.04K
$372K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
N/A
|
4.77K
$869K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
811New |
N/A
|
811
$148K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-142- 5.25% |
N/A
|
2.56K
$467K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
837+ 1.44% |
N/A
|
59K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
539+ 13.66% |
N/A
|
4.49K
$817K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.16K- 28.54% |
N/A
|
2.92K
$531K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-324- 7.83% |
N/A
|
3.81K
$694K
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-284- 5.14% |
N/A
|
5.24K
$954K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-6- 0.43% |
N/A
|
1.39K
$253K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-394- 0.34% |
N/A
|
117K
$21.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.51% |
N/A
|
199
$36.2K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-273- 1.56% |
N/A
|
17.2K
$3.13M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-675- 21.6% |
N/A
|
2.45K
$446K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$236K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.5K- 9.45% |
N/A
|
14.3K
$2.61M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
273+ 5.82% |
N/A
|
4.96K
$903K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
970New |
N/A
|
970
$177K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
68+ 4.84% |
N/A
|
1.47K
$268K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.3K- 21.88% |
N/A
|
8.21K
$1.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39+ 1.16% |
N/A
|
3.39K
$617K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
975New |
N/A
|
975
$178K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-109- 0.33% |
N/A
|
32.6K
$5.94M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-410- 23.48% |
N/A
|
1.34K
$243K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-285- 1.16% |
N/A
|
24.2K
$4.41M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
148+ 3.48% |
N/A
|
4.4K
$801K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
326+ 26.63% |
N/A
|
1.55K
$282K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.18K- 4.54% |
N/A
|
24.8K
$4.52M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-31- 0.64% |
N/A
|
4.83K
$881K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-276- 6.39% |
N/A
|
4.05K
$737K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-31- 2.76% |
N/A
|
1.09K
$199K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-344- 0.2% |
N/A
|
174K
$31.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 3.64% |
N/A
|
3.88M
$706M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
2.11K+ 15.77% |
N/A
|
15.4K
$2.81M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.18K- 2.36% |
N/A
|
48.8K
$8.89M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-9.06K- 74.55% |
N/A
|
3.09K
$563K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35+ 1.44% |
N/A
|
2.47K
$449K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
294+ 10.42% |
N/A
|
3.12K
$568K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-38K- 56.73% |
N/A
|
29K
$5.28M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
664+ 12.62% |
N/A
|
5.93K
$1.08M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
300New |
N/A
|
300
$54.6K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-60- 1.38% |
N/A
|
4.28K
$780K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
39+ 3900.0% |
N/A
|
40
$7.29K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
50New |
N/A
|
50
$9.11K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$197K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
255+ 4.84% |
N/A
|
5.52K
$1.01M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7+ 3.2% |
N/A
|
226
$41.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51+ 4.53% |
N/A
|
1.18K
$214K
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1KNew |
N/A
|
1K
$182K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.65K+ 113.45% |
N/A
|
3.11K
$566K
|
|