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
|
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
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-681- 2.01% |
$124K - $124K
|
33.2K
$6.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-682- 5.28% |
$124K - $124K
|
12.2K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-691- 0.8% |
$126K - $126K
|
86.2K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-692- 40.37% |
$126K - $126K
|
1.02K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-700- 51.66% |
$128K - $128K
|
655
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-703- 6.12% |
$128K - $128K
|
10.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-704- 1.02% |
$128K - $128K
|
68.2K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-707- 2.99% |
$129K - $129K
|
22.9K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-709- 3.61% |
$129K - $129K
|
18.9K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 2.69% |
$130K - $130K
|
25.9K
$4.72M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-718- 12.33% |
$131K - $131K
|
5.11K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-725- 27.13% |
$132K - $132K
|
1.95K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-731- 6.82% |
$133K - $133K
|
9.98K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-734- 0.94% |
$134K - $134K
|
77.2K
$14.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-739- 1.45% |
$135K - $135K
|
50.4K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-741- 22.23% |
$135K - $135K
|
2.59K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-757- 6.67% |
$138K - $138K
|
10.6K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-758- 11.08% |
$138K - $138K
|
6.08K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-763- 4.14% |
$139K - $139K
|
17.7K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-784- 3.31% |
$143K - $143K
|
22.9K
$4.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-787- 1.68% |
$143K - $143K
|
46.2K
$8.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-797- 41.66% |
$145K - $145K
|
1.12K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-802- 24.62% |
$146K - $146K
|
2.46K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-805- 4.07% |
$147K - $147K
|
19K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-808- 14.12% |
$147K - $147K
|
4.91K
$895K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-813- 2.3% |
$148K - $148K
|
34.5K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-813- 4.04% |
$148K - $148K
|
19.3K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-825- 26.32% |
$150K - $150K
|
2.31K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-841- 7.88% |
$153K - $153K
|
9.83K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-845- 8.81% |
$154K - $154K
|
8.74K
$1.59M
|