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
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.12% |
$4.37K - $4.37K
|
20.3K
$3.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.9% |
$4.19K - $4.19K
|
2.59K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
23+ 0.68% |
$4.19K - $4.19K
|
3.42K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23+ 1.15% |
$4.19K - $4.19K
|
2.03K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23+ 0.49% |
$4.19K - $4.19K
|
4.73K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
23+ 0.34% |
$4.19K - $4.19K
|
6.81K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 0.55% |
$4.01K - $4.01K
|
4K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.75% |
$4.01K - $4.01K
|
2.98K
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.46% |
$3.83K - $3.83K
|
4.57K
$833K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
20+ 0.95% |
$3.64K - $3.64K
|
2.14K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.23% |
$3.64K - $3.64K
|
8.67K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.26% |
$3.64K - $3.64K
|
7.59K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
20+ 0.41% |
$3.64K - $3.64K
|
4.96K
$903K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.28% |
$3.64K - $3.64K
|
7.26K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
18+ 0.32% |
$3.28K - $3.28K
|
5.64K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 0.49% |
$3.28K - $3.28K
|
3.7K
$675K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.54K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.57K
$650K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
17+ 0.29% |
$3.1K - $3.1K
|
5.84K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
16+ 0.43% |
$2.91K - $2.91K
|
3.74K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.03% |
$2.91K - $2.91K
|
60.9K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.24% |
$2.91K - $2.91K
|
6.57K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.47% |
$2.91K - $2.91K
|
3.44K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.08% |
$2.73K - $2.73K
|
19.7K
$3.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15+ 1.36% |
$2.73K - $2.73K
|
1.12K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.89% |
$2.73K - $2.73K
|
1.7K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.39% |
$2.55K - $2.55K
|
3.65K
$665K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.14% |
$2.55K - $2.55K
|
10.1K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 1.96% |
$2.55K - $2.55K
|
730
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.1% |
$2.55K - $2.55K
|
14.4K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
14+ 0.6% |
$2.55K - $2.55K
|
2.35K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14+ 0.97% |
$2.55K - $2.55K
|
1.46K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
13+ 0.45% |
$2.37K - $2.37K
|
2.89K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$2.19K - $2.19K
|
2.33K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.92% |
$2.19K - $2.19K
|
1.32K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 0.49% |
$2.19K - $2.19K
|
2.47K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12+ 0.06% |
$2.19K - $2.19K
|
20.6K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.36% |
$2.19K - $2.19K
|
3.38K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.51% |
$2.19K - $2.19K
|
2.35K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.07% |
$2.19K - $2.19K
|
16.5K
$3M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.49% |
$2K - $2K
|
2.25K
$409K
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.15% |
$2K - $2K
|
7.25K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.26% |
$2K - $2K
|
4.24K
$772K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
$2K - $2K
|
2.29K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
11+ 0.05% |
$2K - $2K
|
22.6K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.5% |
$2K - $2K
|
2.23K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
10+ 0.73% |
$1.82K - $1.82K
|
1.38K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.26% |
$1.82K - $1.82K
|
3.92K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.45% |
$1.82K - $1.82K
|
2.22K
$405K
|