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 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
|
|
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
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.17K- 6.51% |
$214K - $214K
|
16.9K
$3.07M
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 16.59% |
$214K - $214K
|
5.91K
$1.08M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.19K- 18.75% |
$217K - $217K
|
5.16K
$940K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.19K- 4.39% |
$217K - $217K
|
26K
$4.73M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.2K- 30.92% |
$218K - $218K
|
2.67K
$487K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.2K- 24.8% |
$219K - $219K
|
3.65K
$664K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.21K- 2.35% |
$220K - $220K
|
50.2K
$9.14M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.21K- 2.58% |
$221K - $221K
|
45.9K
$8.36M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.22K- 0.59% |
$223K - $223K
|
207K
$37.7M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.23K- 10.16% |
$224K - $224K
|
10.9K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23K- 1.35% |
$224K - $224K
|
89.9K
$16.4M
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.24K- 2.24% |
$225K - $225K
|
54K
$9.84M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.25K- 1.74% |
$228K - $228K
|
70.5K
$12.8M
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.26K- 6.52% |
$229K - $229K
|
18K
$3.29M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.31K- 2.0% |
$239K - $239K
|
64.2K
$11.7M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.32K- 7.28% |
$240K - $240K
|
16.8K
$3.06M
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1.33K- 1.01% |
$241K - $241K
|
130K
$23.7M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.37K- 1.48% |
$249K - $249K
|
91.2K
$16.6M
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.39K- 34.44% |
$254K - $254K
|
2.65K
$483K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.39K- 21.33% |
$254K - $254K
|
5.14K
$936K
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.4K- 2.55% |
$256K - $256K
|
53.6K
$9.76M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.42K- 1.76% |
$258K - $258K
|
78.9K
$14.4M
|