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 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
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.57K- 0.48% |
$287K - $287K
|
327K
$59.6M
|
|
|
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
|
|
|
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
|