Purchases and Sales Made in Q3 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-231- 4.61% |
$42.1K - $42.1K
|
4.78K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 15.56% |
$42.8K - $42.8K
|
1.28K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-241- 4.16% |
$43.9K - $43.9K
|
5.56K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$44.1K - $44.1K
|
57.8K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-242- 1.24% |
$44.1K - $44.1K
|
19.3K
$3.51M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-242- 6.98% |
$44.1K - $44.1K
|
3.22K
$587K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-244- 8.93% |
$44.4K - $44.4K
|
2.49K
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-244- 1.64% |
$44.4K - $44.4K
|
14.6K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-246- 9.99% |
$44.8K - $44.8K
|
2.22K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-251- 3.51% |
$45.7K - $45.7K
|
6.9K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-254- 0.63% |
$46.3K - $46.3K
|
40.2K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-256- 0.42% |
$46.6K - $46.6K
|
61.1K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-257- 0.98% |
$46.8K - $46.8K
|
25.9K
$4.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-260- 2.95% |
$47.4K - $47.4K
|
8.56K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-261- 1.7% |
$47.5K - $47.5K
|
15.1K
$2.75M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-267- 0.54% |
$48.6K - $48.6K
|
49.6K
$9.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-269- 9.91% |
$49K - $49K
|
2.45K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-270- 2.44% |
$49.2K - $49.2K
|
10.8K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-272- 4.19% |
$49.5K - $49.5K
|
6.21K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-276- 3.86% |
$50.3K - $50.3K
|
6.87K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-277- 8.92% |
$50.5K - $50.5K
|
2.83K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-277- 3.73% |
$50.5K - $50.5K
|
7.16K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-279- 0.61% |
$50.8K - $50.8K
|
45.4K
$8.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-280- 3.74% |
$51K - $51K
|
7.2K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-282- 5.54% |
$51.4K - $51.4K
|
4.81K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-283- 5.03% |
$51.5K - $51.5K
|
5.34K
$972K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-286- 4.82% |
$52.1K - $52.1K
|
5.65K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-287- 2.0% |
$52.3K - $52.3K
|
14.1K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-288- 7.8% |
$52.5K - $52.5K
|
3.4K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-289- 0.63% |
$52.6K - $52.6K
|
45.7K
$8.33M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-290- 0.68% |
$52.8K - $52.8K
|
42.5K
$7.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-294- 1.02% |
$53.6K - $53.6K
|
28.5K
$5.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-304- 15.03% |
$55.4K - $55.4K
|
1.72K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-304- 1.78% |
$55.4K - $55.4K
|
16.8K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-306- 14.88% |
$55.7K - $55.7K
|
1.75K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-307- 15.44% |
$55.9K - $55.9K
|
1.68K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-308- 6.96% |
$56.1K - $56.1K
|
4.12K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-309- 3.01% |
$56.3K - $56.3K
|
9.97K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-309- 13.6% |
$56.3K - $56.3K
|
1.96K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-310- 41.72% |
$56.5K - $56.5K
|
433
$78.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-311- 0.57% |
$56.6K - $56.6K
|
54.5K
$9.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-312- 2.0% |
$56.8K - $56.8K
|
15.3K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-314- 1.58% |
$57.2K - $57.2K
|
19.6K
$3.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-315- 1.68% |
$57.4K - $57.4K
|
18.4K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-316- 6.17% |
$57.6K - $57.6K
|
4.81K
$876K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-318- 8.08% |
$57.9K - $57.9K
|
3.62K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-328- 3.52% |
$59.7K - $59.7K
|
9K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 5.65% |
$59.9K - $59.9K
|
5.49K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-330- 11.07% |
$60.1K - $60.1K
|
2.65K
$483K
|