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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.41K- 2.54% |
$803K - $803K
|
169K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.58K- 18.2% |
$834K - $834K
|
20.6K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.73K- 4.75% |
$861K - $861K
|
94.7K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.73K- 17.77% |
$862K - $862K
|
21.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 1.75% |
$878K - $878K
|
270K
$49.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.94K- 32.32% |
$899K - $899K
|
10.3K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.1K- 20.09% |
$929K - $929K
|
20.3K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.25K- 18.06% |
$956K - $956K
|
23.8K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.35K- 0.57% |
$975K - $975K
|
935K
$170M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.45K- 2.49% |
$993K - $993K
|
213K
$38.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-5.87K- 12.22% |
$1.07M - $1.07M
|
42.2K
$7.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.98K- 17.05% |
$1.09M - $1.09M
|
29.1K
$5.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6K- 17.2% |
$1.09M - $1.09M
|
28.9K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-6.05K- 3.98% |
$1.1M - $1.1M
|
146K
$26.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.06K- 5.16% |
$1.1M - $1.1M
|
111K
$20.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.55K- 7.02% |
$1.19M - $1.19M
|
86.7K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.57K- 5.8% |
$1.2M - $1.2M
|
107K
$19.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.72K- 10.27% |
$1.22M - $1.22M
|
58.7K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.72K- 1.02% |
$1.22M - $1.22M
|
654K
$119M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.8K- 26.38% |
$1.24M - $1.24M
|
19K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.81K- 7.92% |
$1.24M - $1.24M
|
79.2K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.85K- 31.87% |
$1.25M - $1.25M
|
14.6K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.23K- 4.51% |
$1.32M - $1.32M
|
153K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.33K- 32.7% |
$1.33M - $1.33M
|
15.1K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.34K- 1.01% |
$1.34M - $1.34M
|
718K
$131M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 3.91% |
$1.39M - $1.39M
|
188K
$34.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-7.77K- 7.35% |
$1.42M - $1.42M
|
98K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.94K- 12.16% |
$1.45M - $1.45M
|
57.3K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-7.98K- 52.76% |
$1.45M - $1.45M
|
7.14K
$1.3M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8K- 13.17% |
$1.46M - $1.46M
|
52.8K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.22K- 5.23% |
$1.5M - $1.5M
|
149K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.23K- 36.43% |
$1.5M - $1.5M
|
14.4K
$2.62M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.42K- 4.51% |
$1.53M - $1.53M
|
178K
$32.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-8.45K- 52.55% |
$1.54M - $1.54M
|
7.63K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.02K- 15.13% |
$1.64M - $1.64M
|
50.6K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.46K- 75.78% |
$1.72M - $1.72M
|
3.02K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.84K- 8.39% |
$1.79M - $1.79M
|
107K
$19.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.1K- 8.16% |
$1.84M - $1.84M
|
114K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.5K- 18.65% |
$1.91M - $1.91M
|
45.7K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.6K- 64.24% |
$1.93M - $1.93M
|
5.89K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-10.6K- 9.52% |
$1.93M - $1.93M
|
101K
$18.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.8K- 12.84% |
$1.97M - $1.97M
|
73.4K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11K- 8.0% |
$2.01M - $2.01M
|
127K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-11.5K- 18.86% |
$2.09M - $2.09M
|
49.4K
$9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-11.9K- 2.29% |
$2.17M - $2.17M
|
508K
$92.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.2K- 5.12% |
$2.21M - $2.21M
|
225K
$41.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.2K- 15.7% |
$2.22M - $2.22M
|
65.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 2.54% |
$2.35M - $2.35M
|
495K
$90.2M
|