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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.65K- 17.81% |
N/A
|
12.3K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.66K- 16.34% |
N/A
|
13.6K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.66K- 0.52% |
N/A
|
506K
$92.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.68K- 45.49% |
N/A
|
3.21K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.68K- 7.66% |
N/A
|
32.4K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.69K- 5.77% |
N/A
|
43.9K
$8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.7K- 5.23% |
N/A
|
48.9K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.8K- 5.98% |
N/A
|
44K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.82K- 24.17% |
N/A
|
8.83K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.86K- 3.73% |
N/A
|
73.7K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92K- 3.5% |
N/A
|
80.6K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.94K- 3.76% |
N/A
|
75.3K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.95K- 20.92% |
N/A
|
11.1K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.96K- 3.43% |
N/A
|
83.2K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.97K- 3.85% |
N/A
|
74.2K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.98K- 86.09% |
N/A
|
482
$87.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.03K- 1.54% |
N/A
|
194K
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.03K- 6.3% |
N/A
|
45.1K
$8.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.12K- 4.01% |
N/A
|
74.7K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.14K- 20.15% |
N/A
|
12.4K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.17K- 41.0% |
N/A
|
4.57K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.19K- 5.39% |
N/A
|
56.1K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.2K- 43.76% |
N/A
|
4.12K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.24K- 4.36% |
N/A
|
71K
$12.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.25K- 30.89% |
N/A
|
7.27K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.27K- 14.24% |
N/A
|
19.7K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 1.54% |
N/A
|
210K
$38.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.33K- 1.57% |
N/A
|
209K
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.35K- 3.64% |
N/A
|
88.7K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.37K- 9.77% |
N/A
|
31.1K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.42K- 5.57% |
N/A
|
58K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.44K- 0.53% |
N/A
|
651K
$119M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.51K- 1.38% |
N/A
|
250K
$45.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.58K- 16.0% |
N/A
|
18.8K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.63K- 8.98% |
N/A
|
36.8K
$6.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.69K- 18.5% |
N/A
|
16.2K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.82K- 0.57% |
N/A
|
670K
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-3.85K- 12.76% |
N/A
|
26.3K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.89K- 2.28% |
N/A
|
167K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.93K- 9.93% |
N/A
|
35.6K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.98K- 3.67% |
N/A
|
104K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4K- 52.46% |
N/A
|
3.63K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.04K- 5.61% |
N/A
|
68.1K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.09K- 39.51% |
N/A
|
6.25K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.41K- 8.75% |
N/A
|
46K
$8.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.42K- 7.64% |
N/A
|
53.4K
$9.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.7K- 8.66% |
N/A
|
49.6K
$9.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.74K- 4.71% |
N/A
|
95.8K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.76K- 24.39% |
N/A
|
14.7K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 7.68% |
N/A
|
58K
$10.6M
|