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 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
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.42K- 4.25% |
$258K - $258K
|
32K
$5.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.43K- 2.98% |
$260K - $260K
|
46.5K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.43K- 9.5% |
$261K - $261K
|
13.7K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.44K- 1.31% |
$262K - $262K
|
109K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.45K- 8.01% |
$264K - $264K
|
16.6K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-1.5K- 0.98% |
$272K - $272K
|
152K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.5K- 3.85% |
$273K - $273K
|
37.5K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.5K- 8.29% |
$274K - $274K
|
16.6K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.51K- 3.63% |
$276K - $276K
|
40.2K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.54K- 0.24% |
$281K - $281K
|
639K
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.55K- 15.6% |
$282K - $282K
|
8.36K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.99% |
$287K - $287K
|
51.1K
$9.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.6K- 1.24% |
$291K - $291K
|
127K
$23.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.6K- 5.52% |
$292K - $292K
|
27.4K
$4.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.63K- 0.82% |
$297K - $297K
|
198K
$36.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.65K- 56.24% |
$300K - $300K
|
1.28K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 2.43% |
$302K - $302K
|
66.5K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.66K- 3.0% |
$302K - $302K
|
53.7K
$9.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.7K- 2.3% |
$310K - $310K
|
72.1K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.75K- 3.36% |
$319K - $319K
|
50.4K
$9.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.75K- 2.02% |
$319K - $319K
|
85.1K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.81K- 8.72% |
$330K - $330K
|
19K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.84K- 0.72% |
$336K - $336K
|
253K
$46.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 4.35% |
$352K - $352K
|
42.5K
$7.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.95K- 2.11% |
$356K - $356K
|
90.8K
$16.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.97K- 4.62% |
$358K - $358K
|
40.6K
$7.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2K- 4.55% |
$364K - $364K
|
42K
$7.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.01K- 5.07% |
$366K - $366K
|
37.7K
$6.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.02K- 50.44% |
$368K - $368K
|
1.98K
$361K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$369K - $369K
|
80.4K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.03K- 5.11% |
$369K - $369K
|
37.6K
$6.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.04K- 2.55% |
$371K - $371K
|
77.8K
$14.2M
|