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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
821+ 2.77% |
$150K - $150K
|
30.4K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
821+ 34.66% |
$150K - $150K
|
3.19K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
814+ 1.14% |
$148K - $148K
|
72.4K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
790New |
$144K - $144K
|
790
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
785+ 0.69% |
$143K - $143K
|
115K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
784+ 0.84% |
$143K - $143K
|
94.2K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
772+ 8.78% |
$141K - $141K
|
9.56K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
760+ 1.25% |
$138K - $138K
|
61.3K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
759+ 14.97% |
$138K - $138K
|
5.83K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
757+ 0.64% |
$138K - $138K
|
119K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
740+ 24.15% |
$135K - $135K
|
3.8K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
722+ 4.22% |
$132K - $132K
|
17.8K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
721+ 1.12% |
$131K - $131K
|
64.9K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
715+ 8.75% |
$130K - $130K
|
8.89K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
710+ 9.93% |
$129K - $129K
|
7.86K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
708+ 3.28% |
$129K - $129K
|
22.3K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
704+ 3.07% |
$128K - $128K
|
23.6K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
700+ 14.34% |
$128K - $128K
|
5.58K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
699+ 6.34% |
$127K - $127K
|
11.7K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
699+ 6.87% |
$127K - $127K
|
10.9K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
695+ 0.45% |
$127K - $127K
|
154K
$28.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
695+ 6.61% |
$127K - $127K
|
11.2K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
694+ 0.1% |
$126K - $126K
|
679K
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
687+ 1.61% |
$125K - $125K
|
43.3K
$7.89M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
683+ 383.71% |
$124K - $124K
|
861
$157K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
676+ 3.87% |
$123K - $123K
|
18.1K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
667+ 16.35% |
$121K - $121K
|
4.75K
$865K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
665+ 4.94% |
$121K - $121K
|
14.1K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
657+ 2.08% |
$120K - $120K
|
32.3K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
654+ 1.73% |
$119K - $119K
|
38.4K
$6.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
653+ 6.27% |
$119K - $119K
|
11.1K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
649+ 1.2% |
$118K - $118K
|
54.8K
$9.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
635+ 1.23% |
$116K - $116K
|
52.3K
$9.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
633+ 0.99% |
$115K - $115K
|
64.6K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
626+ 11.14% |
$114K - $114K
|
6.24K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
611+ 1.14% |
$111K - $111K
|
54K
$9.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
603+ 5.86% |
$110K - $110K
|
10.9K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
592+ 24.98% |
$108K - $108K
|
2.96K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
590+ 11.88% |
$107K - $107K
|
5.56K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
588+ 3.6% |
$107K - $107K
|
16.9K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
579+ 10.99% |
$105K - $105K
|
5.85K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
569+ 7.94% |
$104K - $104K
|
7.74K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
567+ 1.81% |
$103K - $103K
|
31.9K
$5.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
555+ 50.92% |
$101K - $101K
|
1.65K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
547+ 16.87% |
$99.6K - $99.6K
|
3.79K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
546+ 25.56% |
$99.5K - $99.5K
|
2.68K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
543+ 1.02% |
$98.9K - $98.9K
|
53.8K
$9.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
539+ 10.44% |
$98.2K - $98.2K
|
5.7K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
534+ 1.49% |
$97.3K - $97.3K
|
36.4K
$6.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
534+ 4.7% |
$97.3K - $97.3K
|
11.9K
$2.17M
|