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 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
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
58+ 0.32% |
$10.6K - $10.6K
|
18.4K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 1.72% |
$10K - $10K
|
3.25K
$592K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
55+ 2.16% |
$10K - $10K
|
2.61K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
54+ 1.59% |
$9.84K - $9.84K
|
3.44K
$627K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
54+ 0.67% |
$9.84K - $9.84K
|
8.08K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
52+ 0.48% |
$9.47K - $9.47K
|
10.8K
$1.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
51+ 1.48% |
$9.29K - $9.29K
|
3.5K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$9.11K - $9.11K
|
18K
$3.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 0.76% |
$9.11K - $9.11K
|
6.63K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
49+ 0.87% |
$8.93K - $8.93K
|
5.71K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 3.31% |
$8.74K - $8.74K
|
1.5K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.49% |
$8.74K - $8.74K
|
9.87K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
47+ 1.92% |
$8.56K - $8.56K
|
2.5K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.04% |
$8.38K - $8.38K
|
125K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
45+ 3.99% |
$8.2K - $8.2K
|
1.17K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
44+ 0.8% |
$8.01K - $8.01K
|
5.55K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 122.22% |
$8.01K - $8.01K
|
80
$14.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 0.35% |
$7.83K - $7.83K
|
12.3K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42+ 1.55% |
$7.65K - $7.65K
|
2.76K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
40+ 0.34% |
$7.29K - $7.29K
|
11.9K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.2% |
$7.29K - $7.29K
|
20.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
40+ 2.16% |
$7.29K - $7.29K
|
1.9K
$345K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40+ 0.63% |
$7.29K - $7.29K
|
6.39K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
39+ 2.23% |
$7.1K - $7.1K
|
1.79K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
39+ 0.45% |
$7.1K - $7.1K
|
8.66K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
38+ 1.23% |
$6.92K - $6.92K
|
3.13K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37+ 1.17% |
$6.74K - $6.74K
|
3.21K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.39% |
$6.56K - $6.56K
|
2.62K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.72% |
$6.38K - $6.38K
|
4.87K
$886K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
35+ 0.53% |
$6.38K - $6.38K
|
6.61K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.92K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 1.38% |
$6.19K - $6.19K
|
2.51K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.12% |
$6.19K - $6.19K
|
27.5K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.99K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
32+ 0.94% |
$5.83K - $5.83K
|
3.45K
$629K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32+ 133.33% |
$5.83K - $5.83K
|
56
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 5.88% |
$5.83K - $5.83K
|
576
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
32+ 1.53% |
$5.83K - $5.83K
|
2.12K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
30+ 0.34% |
$5.46K - $5.46K
|
8.8K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.21% |
$5.28K - $5.28K
|
14K
$2.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 0.28% |
$5.1K - $5.1K
|
10.2K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.14% |
$4.92K - $4.92K
|
19.5K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.47% |
$4.74K - $4.74K
|
5.6K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.41% |
$4.55K - $4.55K
|
1.79K
$326K
|