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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
348+ 1.6% |
$63.4K - $63.4K
|
22.1K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
347+ 1.25% |
$63.2K - $63.2K
|
28.2K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346+ 7.19% |
$63K - $63K
|
5.16K
$940K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
345+ 49.93% |
$62.8K - $62.8K
|
1.04K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
345+ 1.1% |
$62.8K - $62.8K
|
31.8K
$5.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
335+ 3.22% |
$61K - $61K
|
10.7K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
335New |
$61K - $61K
|
335
$61K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
334+ 2.02% |
$60.8K - $60.8K
|
16.9K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
329+ 20.41% |
$59.9K - $59.9K
|
1.94K
$354K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
328+ 22.18% |
$59.7K - $59.7K
|
1.81K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
322+ 7.84% |
$58.7K - $58.7K
|
4.43K
$807K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
321New |
$58.5K - $58.5K
|
321
$58.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
319+ 3.16% |
$58.1K - $58.1K
|
10.4K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
314+ 15.21% |
$57.2K - $57.2K
|
2.38K
$433K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
314+ 0.18% |
$57.2K - $57.2K
|
175K
$31.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
313+ 19.48% |
$57K - $57K
|
1.92K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
312+ 18.14% |
$56.8K - $56.8K
|
2.03K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
308+ 0.38% |
$56.1K - $56.1K
|
82.1K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307+ 5.22% |
$55.9K - $55.9K
|
6.19K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
300+ 4.47% |
$54.6K - $54.6K
|
7.02K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
300+ 0.64% |
$54.6K - $54.6K
|
47.1K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
296+ 0.69% |
$53.9K - $53.9K
|
43.4K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
296+ 7.83% |
$53.9K - $53.9K
|
4.07K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
294+ 8.67% |
$53.6K - $53.6K
|
3.69K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
293+ 1.33% |
$53.4K - $53.4K
|
22.3K
$4.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
292+ 1.82% |
$53.2K - $53.2K
|
16.4K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
292+ 15.64% |
$53.2K - $53.2K
|
2.16K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 10.46% |
$53K - $53K
|
3.07K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
290+ 0.26% |
$52.8K - $52.8K
|
110K
$20M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
289+ 1.14% |
$52.6K - $52.6K
|
25.6K
$4.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
289+ 2.14% |
$52.6K - $52.6K
|
13.8K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
289+ 7.04% |
$52.6K - $52.6K
|
4.4K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
285+ 22.09% |
$51.9K - $51.9K
|
1.58K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
276+ 4.57% |
$50.3K - $50.3K
|
6.32K
$1.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
273+ 3.03% |
$49.7K - $49.7K
|
9.27K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
273+ 0.31% |
$49.7K - $49.7K
|
89.2K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
272+ 7.55% |
$49.5K - $49.5K
|
3.87K
$706K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270+ 29.35% |
$49.2K - $49.2K
|
1.19K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270New |
$49.2K - $49.2K
|
270
$49.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
267+ 22.44% |
$48.6K - $48.6K
|
1.46K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
265+ 1.36% |
$48.3K - $48.3K
|
19.7K
$3.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
265+ 0.74% |
$48.3K - $48.3K
|
35.9K
$6.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
263+ 2.41% |
$47.9K - $47.9K
|
11.2K
$2.03M
|