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
|
Omega Financial Group, LLC
|
BUY
|
- |
595+ 39.64% |
N/A
|
2.1K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
132+ 7.01% |
N/A
|
2.02K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
675+ 2.84% |
N/A
|
24.5K
$4.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
8.21K+ 13.0% |
N/A
|
71.4K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.6K- 56.82% |
N/A
|
1.22K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-26- 2.28% |
N/A
|
1.12K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
158+ 0.34% |
N/A
|
46.9K
$8.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.3K+ 6.16% |
N/A
|
453K
$82.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-39- 0.16% |
N/A
|
24.1K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 1.15% |
N/A
|
257
$46.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-94- 0.66% |
N/A
|
14.1K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
759+ 18.9% |
N/A
|
4.77K
$870K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-461- 1.29% |
N/A
|
35.2K
$6.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-580- 1.78% |
N/A
|
32.1K
$5.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8+ 0.11% |
N/A
|
7.61K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
930New |
N/A
|
930
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 3.33% |
N/A
|
49.9K
$9.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 0.84% |
N/A
|
19.7K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
862+ 5.4% |
N/A
|
16.8K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94+ 0.67% |
N/A
|
14K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.09% |
N/A
|
21.1K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.5K+ 445.4% |
N/A
|
26.3K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
580+ 1.02% |
N/A
|
57.3K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.21% |
N/A
|
2.41K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-72- 0.53% |
N/A
|
13.6K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 0.25% |
N/A
|
28.7K
$5.23M
|
|
|
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
|
|