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 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-851- 4.1% |
$155K - $155K
|
19.9K
$3.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-858- 2.88% |
$156K - $156K
|
28.9K
$5.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-859- 81.81% |
$156K - $156K
|
191
$34.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-862- 9.9% |
$157K - $157K
|
7.85K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-863- 7.01% |
$157K - $157K
|
11.4K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-865- 2.58% |
$158K - $158K
|
32.7K
$5.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-866- 4.04% |
$158K - $158K
|
20.6K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-877- 11.16% |
$160K - $160K
|
6.98K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-885- 10.04% |
$161K - $161K
|
7.93K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-888- 11.04% |
$162K - $162K
|
7.15K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-888- 6.23% |
$162K - $162K
|
13.4K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-889- 7.06% |
$162K - $162K
|
11.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-890- 5.34% |
$162K - $162K
|
15.8K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-902- 0.99% |
$164K - $164K
|
90.5K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-902- 99.23% |
$164K - $164K
|
7
$1.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-922- 16.73% |
$168K - $168K
|
4.59K
$836K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-930- 2.55% |
$169K - $169K
|
35.6K
$6.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-938- 16.36% |
$171K - $171K
|
4.8K
$873K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-955- 22.07% |
$174K - $174K
|
3.37K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-962- 1.63% |
$175K - $175K
|
58.2K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-970- 1.9% |
$177K - $177K
|
50.1K
$9.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-973- 7.54% |
$177K - $177K
|
11.9K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-987- 9.82% |
$180K - $180K
|
9.07K
$1.65M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-988- 3.97% |
$180K - $180K
|
23.9K
$4.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-999- 8.42% |
$182K - $182K
|
10.9K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-999- 2.03% |
$182K - $182K
|
48.1K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.01K- 22.66% |
$183K - $183K
|
3.44K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.02K- 18.35% |
$185K - $185K
|
4.53K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.02K- 1.94% |
$186K - $186K
|
51.5K
$9.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.03K- 0.59% |
$187K - $187K
|
173K
$31.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.03K- 3.05% |
$188K - $188K
|
32.7K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 1.72% |
$189K - $189K
|
59.3K
$10.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.04K- 3.09% |
$189K - $189K
|
32.6K
$5.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.04K- 2.19% |
$190K - $190K
|
46.6K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.06K- 6.82% |
$192K - $192K
|
14.4K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.06K- 6.45% |
$194K - $194K
|
15.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 14.35% |
$196K - $196K
|
6.43K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.08K- 3.51% |
$196K - $196K
|
29.6K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.09K- 0.89% |
$198K - $198K
|
121K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.1K- 34.6% |
$201K - $201K
|
2.08K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.11K- 2.64% |
$201K - $201K
|
40.8K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 40.87% |
$202K - $202K
|
1.6K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.12K- 9.24% |
$204K - $204K
|
11K
$2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.12K- 1.74% |
$204K - $204K
|
63.3K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.12K- 4.12% |
$205K - $205K
|
26.1K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.57% |
$206K - $206K
|
197K
$35.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 8.34% |
$207K - $207K
|
12.5K
$2.28M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.14KClosed |
$208K - $208K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 1.47% |
$209K - $209K
|
76.5K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.15K- 39.99% |
$209K - $209K
|
1.73K
$314K
|