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 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
100+ 3.53% |
$18.2K - $18.2K
|
2.93K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
100+ 0.1% |
$18.2K - $18.2K
|
97.6K
$17.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
98+ 0.22% |
$17.9K - $17.9K
|
44.7K
$8.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
97+ 1.4% |
$17.7K - $17.7K
|
7.05K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
96+ 0.27% |
$17.5K - $17.5K
|
35.1K
$6.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 1.21% |
$17.5K - $17.5K
|
8.04K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
96+ 0.4% |
$17.5K - $17.5K
|
24.3K
$4.42M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
95+ 2.34% |
$17.3K - $17.3K
|
4.15K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
94+ 0.77% |
$17.1K - $17.1K
|
12.3K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
94+ 2.4% |
$17.1K - $17.1K
|
4.02K
$731K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
94+ 0.3% |
$17.1K - $17.1K
|
31.3K
$5.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 2.55% |
$16.6K - $16.6K
|
3.66K
$667K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
91+ 1.63% |
$16.6K - $16.6K
|
5.68K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
91+ 0.5% |
$16.6K - $16.6K
|
18.2K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.31% |
$16.6K - $16.6K
|
7.04K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
90+ 3.1% |
$16.4K - $16.4K
|
3K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
88+ 0.83% |
$16K - $16K
|
10.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
86+ 3.27% |
$15.7K - $15.7K
|
2.72K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
86+ 3.44% |
$15.7K - $15.7K
|
2.59K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
85+ 2.28% |
$15.5K - $15.5K
|
3.82K
$696K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
82+ 0.11% |
$14.9K - $14.9K
|
77.2K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
82+ 0.11% |
$14.9K - $14.9K
|
75.2K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
80+ 0.92% |
$14.6K - $14.6K
|
8.76K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
79+ 0.18% |
$14.4K - $14.4K
|
43.5K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
79+ 0.64% |
$14.4K - $14.4K
|
12.4K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 0.53% |
$14K - $14K
|
14.7K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77+ 0.05% |
$14K - $14K
|
167K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
75+ 535.71% |
$13.7K - $13.7K
|
89
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
75+ 2.53% |
$13.7K - $13.7K
|
3.04K
$553K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
73+ 1.75% |
$13.3K - $13.3K
|
4.24K
$772K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 1.59% |
$13.3K - $13.3K
|
4.67K
$851K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
73+ 0.23% |
$13.3K - $13.3K
|
32.4K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 0.02% |
$13.3K - $13.3K
|
343K
$62.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71+ 1.82% |
$12.9K - $12.9K
|
3.96K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70+ 1.07% |
$12.8K - $12.8K
|
6.6K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
70+ 0.36% |
$12.8K - $12.8K
|
19.4K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
69+ 3.42% |
$12.6K - $12.6K
|
2.09K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
66+ 0.01% |
$12K - $12K
|
969K
$176M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
66+ 1.07% |
$12K - $12K
|
6.22K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
65+ 2.05% |
$11.8K - $11.8K
|
3.24K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
63+ 0.23% |
$11.5K - $11.5K
|
27.3K
$4.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
62+ 1.8% |
$11.3K - $11.3K
|
3.51K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
62+ 0.73% |
$11.3K - $11.3K
|
8.6K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
61+ 3.75% |
$11.1K - $11.1K
|
1.69K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 4.4% |
$10.9K - $10.9K
|
1.42K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 4.47% |
$10.9K - $10.9K
|
1.4K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
59+ 2.76% |
$10.7K - $10.7K
|
2.2K
$401K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
59+ 0.63% |
$10.7K - $10.7K
|
9.44K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
58+ 2.14% |
$10.6K - $10.6K
|
2.77K
$505K
|