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 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
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.48% |
$27.5K - $27.5K
|
31.7K
$5.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
151+ 3.32% |
$27.5K - $27.5K
|
4.7K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
151+ 2.76% |
$27.5K - $27.5K
|
5.62K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149+ 24.23% |
$27.1K - $27.1K
|
764
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 2.74% |
$26.8K - $26.8K
|
5.52K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
146+ 2.71% |
$26.6K - $26.6K
|
5.54K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$26.4K - $26.4K
|
145
$26.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
144New |
$26.2K - $26.2K
|
144
$26.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
143+ 0.66% |
$26K - $26K
|
21.7K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
141+ 7.36% |
$25.7K - $25.7K
|
2.06K
$375K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
141+ 4.1% |
$25.7K - $25.7K
|
3.58K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 6.41% |
$25.5K - $25.5K
|
2.32K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
137+ 2.92% |
$25K - $25K
|
4.82K
$878K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
136+ 1.52% |
$24.8K - $24.8K
|
9.06K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
136+ 4.31% |
$24.8K - $24.8K
|
3.29K
$599K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
135+ 2.29% |
$24.6K - $24.6K
|
6.03K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
132+ 0.82% |
$24K - $24K
|
16.3K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
130+ 0.44% |
$23.7K - $23.7K
|
30K
$5.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.13% |
$23.3K - $23.3K
|
97.8K
$17.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
125+ 14.47% |
$22.8K - $22.8K
|
989
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
124+ 4.95% |
$22.6K - $22.6K
|
2.63K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
122+ 3.97% |
$22.2K - $22.2K
|
3.2K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
120+ 1.06% |
$21.9K - $21.9K
|
11.5K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
119+ 2.29% |
$21.7K - $21.7K
|
5.32K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$21.5K - $21.5K
|
118
$21.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
117+ 0.97% |
$21.3K - $21.3K
|
12.2K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
116+ 1.0% |
$21.1K - $21.1K
|
11.7K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
116+ 0.09% |
$21.1K - $21.1K
|
132K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
116+ 2.1% |
$21.1K - $21.1K
|
5.65K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 8.29% |
$21.1K - $21.1K
|
1.52K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
115+ 7.22% |
$20.9K - $20.9K
|
1.71K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
114+ 1.25% |
$20.8K - $20.8K
|
9.21K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
113+ 1.04% |
$20.6K - $20.6K
|
11K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
110New |
$20K - $20K
|
110
$20K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
108+ 8.51% |
$19.7K - $19.7K
|
1.38K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
107+ 2.4% |
$19.5K - $19.5K
|
4.57K
$833K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
107+ 0.53% |
$19.5K - $19.5K
|
20.1K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
107+ 1.38% |
$19.5K - $19.5K
|
7.87K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
105+ 2.25% |
$19.1K - $19.1K
|
4.77K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
105+ 1.71% |
$19.1K - $19.1K
|
6.24K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
105+ 3.4% |
$19.1K - $19.1K
|
3.19K
$581K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
104+ 0.24% |
$18.9K - $18.9K
|
44.2K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102+ 0.23% |
$18.6K - $18.6K
|
44K
$8.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
101+ 1.9% |
$18.4K - $18.4K
|
5.41K
$985K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 1.29% |
$18.4K - $18.4K
|
7.94K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
100+ 6.39% |
$18.2K - $18.2K
|
1.66K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 3.66% |
$18.2K - $18.2K
|
2.83K
$516K
|