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 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
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-23- 1.09% |
$4.19K - $4.19K
|
2.09K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-24- 13.33% |
$4.37K - $4.37K
|
156
$28.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-24- 0.67% |
$4.37K - $4.37K
|
3.56K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-24- 1.0% |
$4.37K - $4.37K
|
2.37K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24- 1.88% |
$4.37K - $4.37K
|
1.25K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-25- 0.34% |
$4.55K - $4.55K
|
7.33K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-25- 1.33% |
$4.55K - $4.55K
|
1.86K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-25- 0.71% |
$4.55K - $4.55K
|
3.48K
$633K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-26- 1.0% |
$4.74K - $4.74K
|
2.57K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-26- 0.47% |
$4.74K - $4.74K
|
5.56K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-28- 0.8% |
$5.1K - $5.1K
|
3.45K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-29- 0.82% |
$5.28K - $5.28K
|
3.52K
$641K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-29- 0.14% |
$5.28K - $5.28K
|
20K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-30- 1.0% |
$5.46K - $5.46K
|
2.97K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-31- 0.82% |
$5.65K - $5.65K
|
3.77K
$686K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-31- 1.47% |
$5.65K - $5.65K
|
2.07K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-32- 0.7% |
$5.83K - $5.83K
|
4.55K
$828K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32- 0.26% |
$5.83K - $5.83K
|
12.1K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-33- 1.02% |
$6.01K - $6.01K
|
3.19K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-33- 0.98% |
$6.01K - $6.01K
|
3.34K
$608K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-34- 11.45% |
$6.19K - $6.19K
|
263
$47.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-36- 0.14% |
$6.56K - $6.56K
|
25.4K
$4.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-36- 0.04% |
$6.56K - $6.56K
|
95.5K
$17.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-36- 1.26% |
$6.56K - $6.56K
|
2.81K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 14.4% |
$6.56K - $6.56K
|
214
$39K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-37- 0.9% |
$6.74K - $6.74K
|
4.1K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-38- 3.09% |
$6.92K - $6.92K
|
1.19K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 0.51% |
$6.92K - $6.92K
|
7.41K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-40- 2.35% |
$7.29K - $7.29K
|
1.67K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$7.29K - $7.29K
|
10.3K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.56% |
$7.29K - $7.29K
|
1.52K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-40- 1.28% |
$7.29K - $7.29K
|
3.09K
$562K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-40- 0.12% |
$7.29K - $7.29K
|
33.5K
$6.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-40- 0.53% |
$7.29K - $7.29K
|
7.53K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-41- 14.34% |
$7.47K - $7.47K
|
245
$44.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41- 1.76% |
$7.47K - $7.47K
|
2.28K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-42- 1.74% |
$7.65K - $7.65K
|
2.38K
$433K
|