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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.34K+ 8.59% |
N/A
|
17K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.34K+ 2.93% |
N/A
|
47.1K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.34K+ 1.46% |
N/A
|
93K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 0.41% |
N/A
|
330K
$60.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 2.05% |
N/A
|
66.3K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.65% |
N/A
|
50.8K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 8.41% |
N/A
|
16.8K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.26K+ 0.69% |
N/A
|
183K
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.25K+ 12.45% |
N/A
|
11.3K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.23K+ 16.98% |
N/A
|
8.49K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 2.78% |
N/A
|
45.6K
$8.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$219K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$219K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 1.84% |
N/A
|
66.1K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 63.8% |
N/A
|
3.07K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.19K+ 1.51% |
N/A
|
80.4K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.19K+ 61.52% |
N/A
|
3.12K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.17K+ 100.09% |
N/A
|
2.35K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.16K+ 1.07% |
N/A
|
110K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.16K+ 67.03% |
N/A
|
2.88K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 19.64% |
N/A
|
7.04K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.16K+ 1.05% |
N/A
|
111K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.15K+ 101.59% |
N/A
|
2.29K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.15K+ 105.23% |
N/A
|
2.24K
$407K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.14K+ 0.71% |
N/A
|
161K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.14K+ 1.51% |
N/A
|
76.3K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.14K+ 2.16% |
N/A
|
53.8K
$9.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.13K+ 5.22% |
N/A
|
22.8K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.13K+ 69.02% |
N/A
|
2.76K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.12K+ 7.89% |
N/A
|
15.3K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.12K+ 11.0% |
N/A
|
11.3K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$202K
|