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 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-169- 9.21% |
$30.8K - $30.8K
|
1.67K
$303K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-170- 1.21% |
$31K - $31K
|
13.8K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-172- 5.13% |
$31.3K - $31.3K
|
3.18K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 0.27% |
$31.3K - $31.3K
|
63.1K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-173- 0.9% |
$31.5K - $31.5K
|
19.1K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-176- 0.07% |
$32.1K - $32.1K
|
252K
$45.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-181- 0.64% |
$33K - $33K
|
28.2K
$5.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-183- 0.41% |
$33.3K - $33.3K
|
44.4K
$8.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-184- 1.96% |
$33.5K - $33.5K
|
9.21K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-185- 2.17% |
$33.7K - $33.7K
|
8.33K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-185- 1.86% |
$33.7K - $33.7K
|
9.77K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 1.31% |
$33.7K - $33.7K
|
13.9K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-187- 12.56% |
$34.1K - $34.1K
|
1.3K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-188- 3.56% |
$34.2K - $34.2K
|
5.09K
$927K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-188- 0.15% |
$34.2K - $34.2K
|
123K
$22.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-189- 1.53% |
$34.4K - $34.4K
|
12.2K
$2.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-190- 0.57% |
$34.6K - $34.6K
|
33.3K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-191- 0.41% |
$34.8K - $34.8K
|
46.8K
$8.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-192- 3.73% |
$35K - $35K
|
4.96K
$904K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-194- 1.46% |
$35.3K - $35.3K
|
13.1K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-195- 4.25% |
$35.5K - $35.5K
|
4.39K
$800K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-195- 7.36% |
$35.5K - $35.5K
|
2.45K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-195- 2.66% |
$35.5K - $35.5K
|
7.12K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-199- 3.49% |
$36.2K - $36.2K
|
5.51K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 9.44% |
$36.4K - $36.4K
|
1.92K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 28.57% |
$36.4K - $36.4K
|
500
$91.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-205- 3.3% |
$37.3K - $37.3K
|
6K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-206- 8.88% |
$37.5K - $37.5K
|
2.11K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-207- 1.07% |
$37.7K - $37.7K
|
19.1K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-210- 14.77% |
$38.3K - $38.3K
|
1.21K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-213- 0.41% |
$38.8K - $38.8K
|
52K
$9.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 6.09% |
$40.1K - $40.1K
|
3.39K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-220- 3.98% |
$40.1K - $40.1K
|
5.3K
$966K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-228- 2.7% |
$41.5K - $41.5K
|
8.23K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-229- 11.49% |
$41.7K - $41.7K
|
1.76K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-230- 3.76% |
$41.9K - $41.9K
|
5.89K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-231- 0.75% |
$42.1K - $42.1K
|
30.5K
$5.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-231- 4.61% |
$42.1K - $42.1K
|
4.78K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 15.56% |
$42.8K - $42.8K
|
1.28K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-241- 4.16% |
$43.9K - $43.9K
|
5.56K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$44.1K - $44.1K
|
57.8K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-242- 1.24% |
$44.1K - $44.1K
|
19.3K
$3.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-244- 8.93% |
$44.4K - $44.4K
|
2.49K
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-244- 1.64% |
$44.4K - $44.4K
|
14.6K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-246- 9.99% |
$44.8K - $44.8K
|
2.22K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-251- 3.51% |
$45.7K - $45.7K
|
6.9K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-254- 0.63% |
$46.3K - $46.3K
|
40.2K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-256- 0.42% |
$46.6K - $46.6K
|
61.1K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-257- 0.98% |
$46.8K - $46.8K
|
25.9K
$4.72M
|