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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-13.5K- 56.53% |
$2.47M - $2.47M
|
10.4K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.3K- 30.82% |
$2.61M - $2.61M
|
32.2K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-14.5K- 70.68% |
$2.64M - $2.64M
|
6.02K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-14.9K- 5.12% |
$2.72M - $2.72M
|
277K
$50.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17K- 1.76% |
$3.1M - $3.1M
|
947K
$173M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 25.47% |
$3.21M - $3.21M
|
51.5K
$9.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19.6K- 7.26% |
$3.57M - $3.57M
|
251K
$45.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20.5K- 3.49% |
$3.74M - $3.74M
|
569K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.97% |
$3.88M - $3.88M
|
516K
$94M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.7K- 49.75% |
$4.13M - $4.13M
|
22.9K
$4.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.8K- 20.64% |
$4.16M - $4.16M
|
87.8K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.8K- 49.91% |
$4.33M - $4.33M
|
23.9K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1K- 90.4% |
$4.4M - $4.4M
|
2.56K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-24.7K- 82.41% |
$4.51M - $4.51M
|
5.28K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26.9K- 18.21% |
$4.9M - $4.9M
|
121K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 6.6% |
$4.92M - $4.92M
|
382K
$69.6M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-27.8K- 89.25% |
$5.07M - $5.07M
|
3.35K
$611K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28.1K- 30.28% |
$5.12M - $5.12M
|
64.7K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.9K- 3.93% |
$7.08M - $7.08M
|
952K
$173M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42.6K- 93.1% |
$7.77M - $7.77M
|
3.16K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.6K- 44.31% |
$8.3M - $8.3M
|
57.3K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46.9K- 21.52% |
$8.53M - $8.53M
|
171K
$31.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.5K- 1.94% |
$10.1M - $10.1M
|
2.81M
$512M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-57.4K- 49.15% |
$10.5M - $10.5M
|
59.4K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.1K- 1.55% |
$10.6M - $10.6M
|
3.69M
$673M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-62.3K- 0.97% |
$11.3M - $11.3M
|
6.39M
$1.16B
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-68.8K- 89.92% |
$12.5M - $12.5M
|
7.71K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.7K- 3.95% |
$17.8M - $17.8M
|
2.38M
$433M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-138K- 12.44% |
$25.1M - $25.1M
|
968K
$176M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-222K- 41.7% |
$40.4M - $40.4M
|
310K
$56.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-495K- 4.86% |
$90.2M - $90.2M
|
9.69M
$1.76B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-519K- 2.4% |
$94.5M - $94.5M
|
21.1M
$3.85B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.72M- 99.4% |
$1.59B - $1.59B
|
53K
$9.65M
|