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 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
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.06K- 12.77% |
$374K - $374K
|
14K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.08K- 19.27% |
$379K - $379K
|
8.71K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.08K- 5.4% |
$379K - $379K
|
36.5K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.1K- 3.49% |
$382K - $382K
|
58K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.16K- 10.95% |
$394K - $394K
|
17.6K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 0.14% |
$396K - $396K
|
1.51M
$276M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18K- 2.38% |
$397K - $397K
|
89.5K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.24K- 7.21% |
$407K - $407K
|
28.8K
$5.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.25K- 5.01% |
$411K - $411K
|
42.7K
$7.78M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.29K- 28.12% |
$416K - $416K
|
5.84K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.32K- 1.63% |
$423K - $423K
|
140K
$25.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.35K- 6.91% |
$428K - $428K
|
31.7K
$5.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.4K- 3.1% |
$438K - $438K
|
75.1K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.41K- 7.69% |
$439K - $439K
|
29K
$5.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.44K- 1.23% |
$445K - $445K
|
197K
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.48K- 37.3% |
$451K - $451K
|
4.17K
$759K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.49K- 18.07% |
$454K - $454K
|
11.3K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.5K- 3.09% |
$455K - $455K
|
78.2K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.54K- 14.56% |
$462K - $462K
|
14.9K
$2.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.58K- 70.69% |
$470K - $470K
|
1.07K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62K- 40.75% |
$478K - $478K
|
3.81K
$694K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.63K- 0.39% |
$479K - $479K
|
674K
$123M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.67K- 2.41% |
$486K - $486K
|
108K
$19.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.72K- 4.91% |
$495K - $495K
|
52.7K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.73K- 34.16% |
$497K - $497K
|
5.26K
$957K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.74K- 15.16% |
$499K - $499K
|
15.3K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.75K- 0.8% |
$501K - $501K
|
340K
$62M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 7.43% |
$520K - $520K
|
35.6K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.86K- 39.0% |
$521K - $521K
|
4.48K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.88K- 4.13% |
$524K - $524K
|
66.7K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.89K- 68.2% |
$527K - $527K
|
1.35K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.95K- 0.23% |
$536K - $536K
|
1.26M
$230M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3K- 5.81% |
$547K - $547K
|
48.7K
$8.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.22K- 5.09% |
$587K - $587K
|
60.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.32K- 56.6% |
$605K - $605K
|
2.55K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 1.46% |
$617K - $617K
|
229K
$41.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.52K- 1.77% |
$641K - $641K
|
196K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.56K- 42.56% |
$648K - $648K
|
4.8K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.6K- 2.21% |
$656K - $656K
|
159K
$29M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.63K- 10.49% |
$662K - $662K
|
31K
$5.65M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.79K- 21.81% |
$690K - $690K
|
13.6K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 5.76% |
$701K - $701K
|
62.9K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.87K- 2.88% |
$704K - $704K
|
130K
$23.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.96K- 6.39% |
$721K - $721K
|
57.9K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.97K- 35.06% |
$722K - $722K
|
7.34K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.02K- 0.46% |
$733K - $733K
|
877K
$160M
|