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 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49- 2.6% |
$8.93K - $8.93K
|
1.84K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-49- 0.46% |
$8.93K - $8.93K
|
10.7K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 0.22% |
$8.93K - $8.93K
|
21.8K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-50- 0.73% |
$9.11K - $9.11K
|
6.76K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-50- 0.5% |
$9.11K - $9.11K
|
9.85K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 1.6% |
$9.11K - $9.11K
|
3.07K
$559K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 0.33% |
$9.11K - $9.11K
|
15.3K
$2.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 2.99% |
$9.11K - $9.11K
|
1.62K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-50- 0.61% |
$9.11K - $9.11K
|
8.09K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-50- 2.67% |
$9.11K - $9.11K
|
1.82K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.83% |
$9.11K - $9.11K
|
5.98K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-51- 2.7% |
$9.29K - $9.29K
|
1.84K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-51- 0.49% |
$9.29K - $9.29K
|
10.3K
$1.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 1.11% |
$9.84K - $9.84K
|
4.82K
$878K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55- 1.56% |
$10K - $10K
|
3.47K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-56- 2.96% |
$10.2K - $10.2K
|
1.84K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-57- 0.18% |
$10.4K - $10.4K
|
32.3K
$5.88M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-58- 0.78% |
$10.6K - $10.6K
|
7.36K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-60- 0.1% |
$10.9K - $10.9K
|
60.8K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 28.04% |
$10.9K - $10.9K
|
154
$28.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-60- 2.58% |
$10.9K - $10.9K
|
2.27K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-61- 0.59% |
$11.1K - $11.1K
|
10.3K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-61- 0.17% |
$11.1K - $11.1K
|
35.5K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-63- 5.18% |
$11.5K - $11.5K
|
1.15K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-64- 1.84% |
$11.7K - $11.7K
|
3.42K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-65- 0.42% |
$11.8K - $11.8K
|
15.5K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-65- 0.13% |
$11.8K - $11.8K
|
50K
$9.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$12K - $12K
|
7.93K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-66- 0.49% |
$12K - $12K
|
13.4K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-66- 0.39% |
$12K - $12K
|
16.9K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-67- 0.31% |
$12.2K - $12.2K
|
21.3K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-67- 1.04% |
$12.2K - $12.2K
|
6.38K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-68- 3.95% |
$12.4K - $12.4K
|
1.65K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-68- 3.02% |
$12.4K - $12.4K
|
2.19K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-68- 2.03% |
$12.4K - $12.4K
|
3.28K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-68- 0.64% |
$12.4K - $12.4K
|
10.6K
$1.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-70Closed |
$12.8K - $12.8K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-70- 0.58% |
$12.8K - $12.8K
|
11.9K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-71- 0.39% |
$12.9K - $12.9K
|
18.1K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-72- 2.35% |
$13.1K - $13.1K
|
3K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-74- 0.24% |
$13.5K - $13.5K
|
31.3K
$5.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-74- 1.43% |
$13.5K - $13.5K
|
5.11K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-74- 1.45% |
$13.5K - $13.5K
|
5.04K
$918K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-74- 1.85% |
$13.5K - $13.5K
|
3.93K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74- 2.41% |
$13.5K - $13.5K
|
2.99K
$545K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-75- 0.6% |
$13.7K - $13.7K
|
12.4K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-76- 6.45% |
$13.8K - $13.8K
|
1.1K
$201K
|