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 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
519+ 0.41% |
$94.5K - $94.5K
|
127K
$23.2M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
516+ 36.03% |
$94K - $94K
|
1.95K
$355K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
512+ 1.02% |
$93.3K - $93.3K
|
50.9K
$9.28M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
509+ 5.83% |
$92.7K - $92.7K
|
9.23K
$1.68M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
508+ 12.41% |
$92.5K - $92.5K
|
4.6K
$838K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
508+ 2.1% |
$92.5K - $92.5K
|
24.6K
$4.49M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
507+ 1.79% |
$92.4K - $92.4K
|
28.8K
$5.25M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
507+ 4.02% |
$92.4K - $92.4K
|
13.1K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
506+ 25.29% |
$92.2K - $92.2K
|
2.51K
$457K
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
502+ 4.26% |
$91.4K - $91.4K
|
12.3K
$2.24M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
499+ 1.25% |
$90.9K - $90.9K
|
40.5K
$7.39M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
492+ 3280.0% |
$89.6K - $89.6K
|
507
$92.4K
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
491+ 1.58% |
$89.4K - $89.4K
|
31.5K
$5.74M
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
490+ 2.82% |
$89.3K - $89.3K
|
17.9K
$3.25M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
489+ 2.02% |
$89.1K - $89.1K
|
24.6K
$4.49M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
486+ 14.75% |
$88.5K - $88.5K
|
3.78K
$689K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
478+ 40.3% |
$87.1K - $87.1K
|
1.66K
$303K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
476+ 1.42% |
$86.7K - $86.7K
|
33.9K
$6.18M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
475+ 8.98% |
$86.5K - $86.5K
|
5.77K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
465+ 2.79% |
$84.7K - $84.7K
|
17.1K
$3.12M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
454+ 4.18% |
$82.7K - $82.7K
|
11.3K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
451+ 0.49% |
$82.1K - $82.1K
|
92K
$16.8M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
448+ 6.26% |
$81.6K - $81.6K
|
7.6K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
438+ 5.64% |
$79.8K - $79.8K
|
8.2K
$1.49M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
431+ 18.33% |
$78.5K - $78.5K
|
2.78K
$507K
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
430+ 2.49% |
$78.3K - $78.3K
|
17.7K
$3.22M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
415+ 1.96% |
$75.6K - $75.6K
|
21.6K
$3.94M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
414+ 11.97% |
$75.4K - $75.4K
|
3.87K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
410+ 20.92% |
$74.7K - $74.7K
|
2.37K
$432K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
408+ 1.41% |
$74.3K - $74.3K
|
29.2K
$5.33M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
404+ 26.46% |
$73.6K - $73.6K
|
1.93K
$352K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
403+ 8.11% |
$73.4K - $73.4K
|
5.37K
$979K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
401+ 0.73% |
$73K - $73K
|
55.6K
$10.1M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
395+ 25.05% |
$71.9K - $71.9K
|
1.97K
$359K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 17.98% |
$71.9K - $71.9K
|
2.59K
$472K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
390+ 3.03% |
$71K - $71K
|
13.3K
$2.42M
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
389+ 9.0% |
$70.9K - $70.9K
|
4.71K
$858K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
385+ 26.63% |
$70.1K - $70.1K
|
1.83K
$334K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
380+ 0.91% |
$69.2K - $69.2K
|
42.2K
$7.69M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
376+ 10.56% |
$68.5K - $68.5K
|
3.94K
$717K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
372+ 1.09% |
$67.8K - $67.8K
|
34.4K
$6.27M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
365+ 0.44% |
$66.5K - $66.5K
|
83.5K
$15.2M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
364+ 7.84% |
$66.3K - $66.3K
|
5.01K
$912K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
362+ 3.19% |
$65.9K - $65.9K
|
11.7K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
359+ 4.08% |
$65.4K - $65.4K
|
9.17K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
355+ 9.95% |
$64.7K - $64.7K
|
3.92K
$714K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
353+ 13.39% |
$64.3K - $64.3K
|
2.99K
$545K
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
350+ 24.73% |
$63.8K - $63.8K
|
1.77K
$321K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 1.48% |
$63.8K - $63.8K
|
23.9K
$4.36M
|