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 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
246+ 1.21% |
$44.8K - $44.8K
|
20.5K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
245+ 0.88% |
$44.6K - $44.6K
|
28.2K
$5.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
244+ 2.33% |
$44.4K - $44.4K
|
10.7K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
244+ 0.53% |
$44.4K - $44.4K
|
46.5K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 0.29% |
$44.4K - $44.4K
|
84.7K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
241+ 0.4% |
$43.9K - $43.9K
|
60.2K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
236+ 9.53% |
$43K - $43K
|
2.71K
$494K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
232+ 1.26% |
$42.3K - $42.3K
|
18.7K
$3.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
228+ 0.59% |
$41.5K - $41.5K
|
38.7K
$7.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226+ 0.96% |
$41.2K - $41.2K
|
23.8K
$4.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
226+ 2.2% |
$41.2K - $41.2K
|
10.5K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
225+ 661.76% |
$41K - $41K
|
259
$47.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
224+ 9.75% |
$40.8K - $40.8K
|
2.52K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
222+ 17.54% |
$40.4K - $40.4K
|
1.49K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
222+ 4.64% |
$40.4K - $40.4K
|
5.01K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
220+ 0.45% |
$40.1K - $40.1K
|
49.5K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
220+ 5.42% |
$40.1K - $40.1K
|
4.28K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
217+ 3.51% |
$39.5K - $39.5K
|
6.4K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
215+ 18.66% |
$39.2K - $39.2K
|
1.37K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
215+ 4.17% |
$39.2K - $39.2K
|
5.38K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
210+ 5.86% |
$38.3K - $38.3K
|
3.79K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
206+ 2.49% |
$37.5K - $37.5K
|
8.48K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
206+ 2.72% |
$37.5K - $37.5K
|
7.77K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
202+ 4.08% |
$36.8K - $36.8K
|
5.15K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
197+ 4.8% |
$35.9K - $35.9K
|
4.3K
$783K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
195+ 5.63% |
$35.5K - $35.5K
|
3.66K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
195+ 17.43% |
$35.5K - $35.5K
|
1.31K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
194+ 0.89% |
$35.3K - $35.3K
|
22K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
193+ 1.0% |
$35.2K - $35.2K
|
19.5K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
191+ 6.74% |
$34.8K - $34.8K
|
3.02K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
191+ 6.95% |
$34.8K - $34.8K
|
2.94K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
190New |
$34.6K - $34.6K
|
190
$34.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
190+ 3.96% |
$34.6K - $34.6K
|
4.99K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
187+ 0.4% |
$34.1K - $34.1K
|
46.4K
$8.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
185+ 5.55% |
$33.7K - $33.7K
|
3.52K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
181+ 6.55% |
$33K - $33K
|
2.94K
$536K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
179+ 0.6% |
$32.6K - $32.6K
|
30K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
176+ 2.09% |
$32.1K - $32.1K
|
8.6K
$1.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
173+ 169.61% |
$31.5K - $31.5K
|
275
$50.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
170+ 5.03% |
$31K - $31K
|
3.55K
$646K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
167+ 2.91% |
$30.4K - $30.4K
|
5.91K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
166+ 9.05% |
$30.2K - $30.2K
|
2K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
165+ 0.82% |
$30.1K - $30.1K
|
20.3K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
165+ 11.31% |
$30.1K - $30.1K
|
1.62K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
162+ 0.72% |
$29.5K - $29.5K
|
22.6K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
161+ 6.35% |
$29.3K - $29.3K
|
2.7K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
160+ 66.95% |
$29.1K - $29.1K
|
399
$72.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
154+ 8.47% |
$28.1K - $28.1K
|
1.97K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.51% |
$27.9K - $27.9K
|
30.3K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
153+ 133.04% |
$27.9K - $27.9K
|
268
$48.8K
|