Latest Institutional Purchases of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
397+ 24.64% |
N/A
|
2.01K
$366K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
370+ 6.26% |
N/A
|
6.28K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
358+ 13.05% |
N/A
|
3.1K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.63% |
N/A
|
54.1K
$9.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
339+ 5.52% |
N/A
|
6.48K
$1.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
330+ 0.8% |
N/A
|
41.3K
$7.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
309New |
N/A
|
309
$56.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
305+ 1.27% |
N/A
|
24.4K
$4.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
300+ 0.22% |
N/A
|
138K
$25.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
297+ 28.42% |
N/A
|
1.34K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
283+ 16.31% |
N/A
|
2.02K
$368K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
274+ 9.27% |
N/A
|
3.23K
$588K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
267+ 0.3% |
N/A
|
87.9K
$16M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
263+ 0.42% |
N/A
|
62.8K
$11.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
256+ 26.26% |
N/A
|
1.23K
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
253+ 6.99% |
N/A
|
3.87K
$705K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
248+ 1.29% |
N/A
|
19.4K
$3.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
239+ 3.54% |
N/A
|
6.98K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239+ 5.33% |
N/A
|
4.72K
$860K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
214New |
N/A
|
214
$39K
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
204+ 4.46% |
N/A
|
4.78K
$871K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
193+ 2.02% |
N/A
|
9.77K
$1.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
193+ 0.37% |
N/A
|
52.7K
$9.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
186+ 0.28% |
N/A
|
66.7K
$12.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 4.13% |
N/A
|
4.64K
$845K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183+ 0.29% |
N/A
|
63.7K
$11.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
183+ 2.54% |
N/A
|
7.38K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
180+ 1.09% |
N/A
|
16.6K
$3.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
174+ 1.56% |
N/A
|
11.3K
$2.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
172+ 1.08% |
N/A
|
16.1K
$2.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
163+ 0.97% |
N/A
|
17K
$3.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
159+ 1.93% |
N/A
|
8.41K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
158+ 0.64% |
N/A
|
25K
$4.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
156+ 0.73% |
N/A
|
21.4K
$3.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
152+ 3.72% |
N/A
|
4.24K
$772K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 14.56% |
N/A
|
1.18K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
143+ 4.81% |
N/A
|
3.12K
$568K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
141New |
N/A
|
141
$25.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
122+ 3.72% |
N/A
|
3.4K
$620K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
121+ 3.99% |
N/A
|
3.16K
$575K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
120+ 0.74% |
N/A
|
16.4K
$2.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
120+ 0.58% |
N/A
|
20.8K
$3.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114+ 0.16% |
N/A
|
71.7K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 11.73% |
N/A
|
1.07K
$194K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
112+ 1.75% |
N/A
|
6.52K
$1.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
101+ 0.88% |
N/A
|
11.6K
$2.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
100+ 8.05% |
N/A
|
1.34K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
99+ 1.66% |
N/A
|
6.07K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
96+ 1.83% |
N/A
|
5.33K
$971K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
89+ 1.62% |
N/A
|
5.57K
$1.01M
|
|