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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-512- 24.24% |
$93.3K - $93.3K
|
1.6K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-518- 28.43% |
$94.4K - $94.4K
|
1.3K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-519- 2.81% |
$94.5K - $94.5K
|
17.9K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-521- 2.32% |
$94.9K - $94.9K
|
22K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-524- 2.75% |
$95.4K - $95.4K
|
18.5K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-527- 0.68% |
$96K - $96K
|
77K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-528- 0.55% |
$96.2K - $96.2K
|
95.7K
$17.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-532- 1.01% |
$96.9K - $96.9K
|
52.3K
$9.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-536- 3.16% |
$97.6K - $97.6K
|
16.4K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-539- 1.12% |
$98.2K - $98.2K
|
47.7K
$8.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-544- 2.85% |
$99.1K - $99.1K
|
18.5K
$3.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-547- 6.85% |
$99.6K - $99.6K
|
7.44K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-550- 4.18% |
$100K - $100K
|
12.6K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-566- 3.06% |
$103K - $103K
|
18K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-568- 2.73% |
$103K - $103K
|
20.2K
$3.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-570- 3.94% |
$104K - $104K
|
13.9K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-570- 8.24% |
$104K - $104K
|
6.35K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-573- 0.72% |
$104K - $104K
|
79.1K
$14.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-575- 7.62% |
$105K - $105K
|
6.97K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-579- 2.51% |
$105K - $105K
|
22.5K
$4.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-579- 13.52% |
$105K - $105K
|
3.7K
$675K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-582- 1.56% |
$106K - $106K
|
36.7K
$6.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-582- 1.79% |
$106K - $106K
|
31.9K
$5.81M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-583- 3.0% |
$106K - $106K
|
18.9K
$3.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-592- 1.6% |
$108K - $108K
|
36.5K
$6.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-595- 18.99% |
$108K - $108K
|
2.54K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-600- 12.71% |
$109K - $109K
|
4.12K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-600- 25.0% |
$109K - $109K
|
1.8K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-605- 4.72% |
$110K - $110K
|
12.2K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-613- 5.41% |
$112K - $112K
|
10.7K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-620- 4.54% |
$113K - $113K
|
13K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-624- 5.07% |
$114K - $114K
|
11.7K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-627- 36.52% |
$114K - $114K
|
1.09K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-631- 17.08% |
$115K - $115K
|
3.06K
$558K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-633- 3.23% |
$115K - $115K
|
19K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-633- 9.03% |
$115K - $115K
|
6.38K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-634- 1.18% |
$115K - $115K
|
53.2K
$9.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-637- 2.34% |
$116K - $116K
|
26.5K
$4.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-639- 5.33% |
$116K - $116K
|
11.4K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-641- 0.32% |
$117K - $117K
|
202K
$36.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-649- 0.6% |
$118K - $118K
|
108K
$19.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-654- 14.05% |
$119K - $119K
|
4K
$729K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-655- 2.29% |
$119K - $119K
|
27.9K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-657- 1.22% |
$120K - $120K
|
53.4K
$9.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-664- 9.55% |
$121K - $121K
|
6.29K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-670- 0.92% |
$122K - $122K
|
72K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-672- 23.91% |
$122K - $122K
|
2.14K
$389K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-677- 60.72% |
$123K - $123K
|
438
$79.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-678- 0.97% |
$123K - $123K
|
69.2K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-680- 18.26% |
$124K - $124K
|
3.05K
$555K
|