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 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.08% |
$1.82K - $1.82K
|
12.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.14% |
$1.82K - $1.82K
|
7.23K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.02% |
$1.64K - $1.64K
|
41.9K
$7.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.2% |
$1.64K - $1.64K
|
4.43K
$807K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.18% |
$1.64K - $1.64K
|
4.94K
$900K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.34% |
$1.64K - $1.64K
|
2.69K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.38% |
$1.64K - $1.64K
|
2.37K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9+ 0.3% |
$1.64K - $1.64K
|
2.97K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.52% |
$1.64K - $1.64K
|
1.74K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
8+ 0.09% |
$1.46K - $1.46K
|
8.87K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.66% |
$1.46K - $1.46K
|
1.22K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.21% |
$1.46K - $1.46K
|
3.83K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.33% |
$1.46K - $1.46K
|
2.44K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.47% |
$1.46K - $1.46K
|
1.73K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.17% |
$1.46K - $1.46K
|
4.63K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8+ 0.15% |
$1.46K - $1.46K
|
5.29K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
$1.46K - $1.46K
|
2.22K
$404K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.39K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$1.28K - $1.28K
|
2.72K
$495K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.28K - $1.28K
|
2.6K
$473K
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.42K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.26% |
$1.28K - $1.28K
|
2.71K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.2% |
$1.28K - $1.28K
|
3.42K
$623K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.28K - $1.28K
|
1.88K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.1% |
$1.28K - $1.28K
|
6.76K
$1.23M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.3% |
$1.09K - $1.09K
|
2.03K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 25.0% |
$1.09K - $1.09K
|
30
$5.46K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
6+ 0.1% |
$1.09K - $1.09K
|
5.83K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.34% |
$1.09K - $1.09K
|
1.77K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.42% |
$1.09K - $1.09K
|
1.42K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.09K
|
2.57K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$1.09K - $1.09K
|
8.2K
$1.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5+ 0.28% |
$911 - $911
|
1.81K
$329K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$911 - $911
|
1.16K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.09% |
$911 - $911
|
5.63K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.26% |
$911 - $911
|
1.95K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5+ 0.42% |
$911 - $911
|
1.21K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.07% |
$911 - $911
|
6.7K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$911 - $911
|
3.32K
$605K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.08% |
$911 - $911
|
6.47K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.42% |
$911 - $911
|
1.19K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$911 - $911
|
24K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.08% |
$729 - $729
|
4.84K
$881K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.29% |
$729 - $729
|
1.37K
$250K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.06% |
$729 - $729
|
6.83K
$1.24M
|