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 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6- 0.38% |
$1.09K - $1.09K
|
1.56K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6- 0.14% |
$1.09K - $1.09K
|
4.25K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.29% |
$1.09K - $1.09K
|
2.06K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.08% |
$1.09K - $1.09K
|
7.16K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.28K - $1.28K
|
2.58K
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 50.0% |
$1.28K - $1.28K
|
7
$1.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 70.0% |
$1.28K - $1.28K
|
3
$546
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-7- 0.07% |
$1.28K - $1.28K
|
9.74K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-8- 0.43% |
$1.46K - $1.46K
|
1.87K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8- 0.25% |
$1.46K - $1.46K
|
3.15K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.26% |
$1.64K - $1.64K
|
3.5K
$637K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-9- 0.27% |
$1.64K - $1.64K
|
3.39K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-10- 0.04% |
$1.82K - $1.82K
|
27K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 0.16% |
$1.82K - $1.82K
|
6.24K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-10- 0.22% |
$1.82K - $1.82K
|
4.52K
$824K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.53% |
$1.82K - $1.82K
|
1.88K
$342K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 0.1% |
$1.82K - $1.82K
|
9.99K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 20.41% |
$1.82K - $1.82K
|
39
$7.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-10- 0.03% |
$1.82K - $1.82K
|
29.7K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-10- 0.15% |
$1.82K - $1.82K
|
6.87K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10- 0.43% |
$1.82K - $1.82K
|
2.33K
$423K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-11- 0.53% |
$2K - $2K
|
2.06K
$375K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-11- 0.17% |
$2K - $2K
|
6.28K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11- 0.71% |
$2K - $2K
|
1.54K
$280K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-12- 0.25% |
$2.19K - $2.19K
|
4.88K
$889K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13- 0.76% |
$2.37K - $2.37K
|
1.7K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13- 14.29% |
$2.37K - $2.37K
|
78
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.79% |
$2.37K - $2.37K
|
1.64K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13- 0.03% |
$2.37K - $2.37K
|
42.9K
$7.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-13- 0.55% |
$2.37K - $2.37K
|
2.34K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14- 0.71% |
$2.55K - $2.55K
|
1.97K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-14- 0.33% |
$2.55K - $2.55K
|
4.19K
$764K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-14- 1.06% |
$2.55K - $2.55K
|
1.31K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14- 0.29% |
$2.55K - $2.55K
|
4.85K
$884K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14- 0.38% |
$2.55K - $2.55K
|
3.69K
$673K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-15- 0.58% |
$2.73K - $2.73K
|
2.57K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15- 0.53% |
$2.73K - $2.73K
|
2.79K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15- 0.49% |
$2.73K - $2.73K
|
3.04K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 0.8% |
$2.91K - $2.91K
|
1.97K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17- 0.99% |
$3.1K - $3.1K
|
1.71K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-18- 0.29% |
$3.28K - $3.28K
|
6.14K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.23% |
$3.28K - $3.28K
|
7.74K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-18- 0.49% |
$3.28K - $3.28K
|
3.67K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-18- 0.54% |
$3.28K - $3.28K
|
3.32K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-20- 0.79% |
$3.64K - $3.64K
|
2.51K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-20- 0.9% |
$3.64K - $3.64K
|
2.2K
$400K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.86% |
$4.01K - $4.01K
|
2.54K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22- 18.03% |
$4.01K - $4.01K
|
100
$18.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-23- 0.13% |
$4.19K - $4.19K
|
18.3K
$3.34M
|