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 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-77- 5.06% |
$14K - $14K
|
1.45K
$263K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-77- 0.78% |
$14K - $14K
|
9.78K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-78- 0.34% |
$14.2K - $14.2K
|
22.7K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 2.19% |
$14.4K - $14.4K
|
3.53K
$643K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-79- 6.91% |
$14.4K - $14.4K
|
1.07K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-79- 1.46% |
$14.4K - $14.4K
|
5.33K
$972K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-80- 4.84% |
$14.6K - $14.6K
|
1.57K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-81- 1.45% |
$14.8K - $14.8K
|
5.5K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-82- 5.84% |
$14.9K - $14.9K
|
1.32K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-83- 0.1% |
$15.1K - $15.1K
|
82.6K
$15M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-85- 5.99% |
$15.5K - $15.5K
|
1.33K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-85- 5.28% |
$15.5K - $15.5K
|
1.53K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-86- 0.85% |
$15.7K - $15.7K
|
10K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 2.24% |
$15.8K - $15.8K
|
3.8K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-89- 2.4% |
$16.2K - $16.2K
|
3.62K
$659K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-89- 4.98% |
$16.2K - $16.2K
|
1.7K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-89- 0.35% |
$16.2K - $16.2K
|
25.2K
$4.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-91- 2.61% |
$16.6K - $16.6K
|
3.39K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 1.48% |
$16.8K - $16.8K
|
6.14K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-92- 1.76% |
$16.8K - $16.8K
|
5.13K
$935K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-94- 0.89% |
$17.1K - $17.1K
|
10.4K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-94- 0.31% |
$17.1K - $17.1K
|
30.2K
$5.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-94- 0.07% |
$17.1K - $17.1K
|
132K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-95- 5.31% |
$17.3K - $17.3K
|
1.7K
$309K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-96- 0.56% |
$17.5K - $17.5K
|
17K
$3.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-97- 1.13% |
$17.7K - $17.7K
|
8.51K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-98- 0.96% |
$17.9K - $17.9K
|
10.1K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-99- 4.0% |
$18K - $18K
|
2.38K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-99- 5.92% |
$18K - $18K
|
1.57K
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-100- 7.52% |
$18.2K - $18.2K
|
1.23K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 2.18% |
$18.2K - $18.2K
|
4.48K
$816K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 8.95% |
$18.2K - $18.2K
|
1.02K
$185K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.39% |
$18.2K - $18.2K
|
7.1K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-101- 0.49% |
$18.4K - $18.4K
|
20.7K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-102- 3.71% |
$18.6K - $18.6K
|
2.64K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-102- 0.45% |
$18.6K - $18.6K
|
22.6K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-103- 7.87% |
$18.8K - $18.8K
|
1.21K
$219K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-104- 6.47% |
$18.9K - $18.9K
|
1.5K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-104- 0.18% |
$18.9K - $18.9K
|
56.2K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-104- 6.98% |
$18.9K - $18.9K
|
1.39K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 25.12% |
$19.1K - $19.1K
|
313
$57K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-105- 3.15% |
$19.1K - $19.1K
|
3.23K
$587K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-106- 0.68% |
$19.3K - $19.3K
|
15.4K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-108- 6.42% |
$19.7K - $19.7K
|
1.57K
$287K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-111- 7.96% |
$20.2K - $20.2K
|
1.28K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-112- 3.88% |
$20.4K - $20.4K
|
2.77K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-114- 4.48% |
$20.8K - $20.8K
|
2.43K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-115- 1.24% |
$20.9K - $20.9K
|
9.12K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-116- 5.8% |
$21.1K - $21.1K
|
1.89K
$343K
|