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
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-368- 0.84% |
$67K - $67K
|
43.2K
$7.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-368- 1.44% |
$67K - $67K
|
25.2K
$4.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-376- 5.81% |
$68.5K - $68.5K
|
6.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-377- 39.77% |
$68.7K - $68.7K
|
571
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-383- 0.31% |
$69.8K - $69.8K
|
123K
$22.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-384- 0.84% |
$69.9K - $69.9K
|
45.2K
$8.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-392- 2.01% |
$71.4K - $71.4K
|
19.1K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-394- 11.4% |
$71.8K - $71.8K
|
3.06K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-394- 1.79% |
$71.8K - $71.8K
|
21.7K
$3.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-395- 3.32% |
$71.9K - $71.9K
|
11.5K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-397- 16.22% |
$72.3K - $72.3K
|
2.05K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-403- 0.29% |
$73.4K - $73.4K
|
138K
$25.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-406- 1.55% |
$74K - $74K
|
25.7K
$4.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-411- 0.61% |
$74.9K - $74.9K
|
67.2K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-415- 4.62% |
$75.6K - $75.6K
|
8.56K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-417- 2.24% |
$76K - $76K
|
18.2K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-422- 13.39% |
$76.9K - $76.9K
|
2.73K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-423- 3.53% |
$77K - $77K
|
11.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-428- 4.53% |
$78K - $78K
|
9.03K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-430- 10.81% |
$78.3K - $78.3K
|
3.55K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-432- 3.63% |
$78.7K - $78.7K
|
11.5K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-434- 8.77% |
$79.1K - $79.1K
|
4.52K
$822K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-437- 7.11% |
$79.6K - $79.6K
|
5.71K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-438- 4.61% |
$79.8K - $79.8K
|
9.05K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-450- 13.13% |
$82K - $82K
|
2.98K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-451- 1.95% |
$82.1K - $82.1K
|
22.7K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-457- 5.51% |
$83.2K - $83.2K
|
7.84K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-458- 0.98% |
$83.4K - $83.4K
|
46.3K
$8.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-458- 12.54% |
$83.4K - $83.4K
|
3.19K
$582K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-460- 26.06% |
$83.8K - $83.8K
|
1.31K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-460- 12.43% |
$83.8K - $83.8K
|
3.24K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-461- 4.05% |
$84K - $84K
|
10.9K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-462- 1.47% |
$84.2K - $84.2K
|
30.9K
$5.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-474- 1.21% |
$86.3K - $86.3K
|
38.7K
$7.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-477- 2.87% |
$86.9K - $86.9K
|
16.1K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-478- 0.36% |
$87.1K - $87.1K
|
134K
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-492- 6.64% |
$89.6K - $89.6K
|
6.92K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-492- 1.32% |
$89.6K - $89.6K
|
36.9K
$6.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-493- 3.43% |
$89.8K - $89.8K
|
13.9K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-494- 0.82% |
$90K - $90K
|
59.9K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-494- 1.82% |
$90K - $90K
|
26.7K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-499- 1.03% |
$90.9K - $90.9K
|
47.9K
$8.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-504- 0.76% |
$91.8K - $91.8K
|
65.5K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-505- 1.76% |
$92K - $92K
|
28.1K
$5.13M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-506- 1.03% |
$92.2K - $92.2K
|
48.8K
$8.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-507- 0.97% |
$92.4K - $92.4K
|
51.7K
$9.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-507- 6.22% |
$92.4K - $92.4K
|
7.65K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|