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 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
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-116- 0.89% |
$21.1K - $21.1K
|
12.9K
$2.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-116- 5.45% |
$21.1K - $21.1K
|
2.01K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-117- 9.69% |
$21.3K - $21.3K
|
1.09K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-118- 3.64% |
$21.5K - $21.5K
|
3.13K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-119- 2.37% |
$21.7K - $21.7K
|
4.9K
$892K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-120- 2.85% |
$21.9K - $21.9K
|
4.09K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 1.69% |
$21.9K - $21.9K
|
6.96K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-123- 0.73% |
$22.4K - $22.4K
|
16.7K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-124- 1.36% |
$22.6K - $22.6K
|
9.02K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 0.2% |
$22.8K - $22.8K
|
61.2K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-127- 8.84% |
$23.1K - $23.1K
|
1.31K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-128- 0.04% |
$23.3K - $23.3K
|
309K
$56.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-130- 0.21% |
$23.7K - $23.7K
|
61.7K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-130- 0.9% |
$23.7K - $23.7K
|
14.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-131- 98.5% |
$23.9K - $23.9K
|
2
$364
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-132- 1.43% |
$24K - $24K
|
9.08K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-133- 1.07% |
$24.2K - $24.2K
|
12.3K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-135- 0.51% |
$24.6K - $24.6K
|
26.4K
$4.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-136- 1.21% |
$24.8K - $24.8K
|
11.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-136- 8.15% |
$24.8K - $24.8K
|
1.53K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 1.12% |
$25.1K - $25.1K
|
12.2K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 0.88% |
$25.3K - $25.3K
|
15.6K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-141- 4.47% |
$25.7K - $25.7K
|
3.02K
$549K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-141- 3.58% |
$25.7K - $25.7K
|
3.8K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-142- 1.8% |
$25.9K - $25.9K
|
7.74K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-143- 3.56% |
$26K - $26K
|
3.87K
$705K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-144- 3.85% |
$26.2K - $26.2K
|
3.59K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-144- 5.97% |
$26.2K - $26.2K
|
2.27K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-146- 4.09% |
$26.6K - $26.6K
|
3.42K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-146- 0.31% |
$26.6K - $26.6K
|
46.8K
$8.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-149- 7.67% |
$27.1K - $27.1K
|
1.79K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-149- 3.82% |
$27.1K - $27.1K
|
3.76K
$684K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-149- 0.48% |
$27.1K - $27.1K
|
31K
$5.65M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-149- 0.48% |
$27.1K - $27.1K
|
31K
$5.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 30.86% |
$27.3K - $27.3K
|
336
$61.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-150- 8.3% |
$27.3K - $27.3K
|
1.66K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-150- 1.05% |
$27.3K - $27.3K
|
14.1K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-151- 8.28% |
$27.5K - $27.5K
|
1.67K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-151- 2.89% |
$27.5K - $27.5K
|
5.08K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-153- 9.51% |
$27.9K - $27.9K
|
1.46K
$265K
|