Purchases and Sales Made in Q4 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.69K+ 9.94% |
N/A
|
18.7K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.68K+ 34.93% |
N/A
|
6.51K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.67K+ 3.66% |
N/A
|
47.1K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 7.47% |
N/A
|
23.9K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.66K+ 5.09% |
N/A
|
34.3K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.64K+ 50.02% |
N/A
|
4.92K
$896K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.64K+ 0.99% |
N/A
|
166K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.61K+ 7.29% |
N/A
|
23.7K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.61K+ 0.63% |
N/A
|
258K
$47M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$287K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 16.27% |
N/A
|
11.1K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$283K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.55K+ 3.23% |
N/A
|
49.7K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 203.14% |
N/A
|
2.32K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.52K+ 4.72% |
N/A
|
33.8K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 0.61% |
N/A
|
253K
$46.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 2.81% |
N/A
|
55.1K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$273K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.49K+ 4.19% |
N/A
|
37K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.46K+ 84.48% |
N/A
|
3.19K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.44K+ 0.71% |
N/A
|
204K
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.44K+ 1.57% |
N/A
|
93.1K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.44K+ 98.56% |
N/A
|
2.89K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.43K+ 15.73% |
N/A
|
10.5K
$1.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
1.43K+ 2.26% |
N/A
|
64.4K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.4K+ 14.97% |
N/A
|
10.7K
$1.96M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.38K+ 2.05% |
N/A
|
68.6K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 2.91% |
N/A
|
47.5K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.34K+ 44.41% |
N/A
|
4.37K
$795K
|