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
|
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
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.11K- 20.87% |
$748K - $748K
|
15.6K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.15K- 18.68% |
$756K - $756K
|
18.1K
$3.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.2K- 4.01% |
$764K - $764K
|
101K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.22K- 4.42% |
$768K - $768K
|
91.2K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.41K- 2.54% |
$803K - $803K
|
169K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.58K- 18.2% |
$834K - $834K
|
20.6K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.73K- 4.75% |
$861K - $861K
|
94.7K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.73K- 17.77% |
$862K - $862K
|
21.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 1.75% |
$878K - $878K
|
270K
$49.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.94K- 32.32% |
$899K - $899K
|
10.3K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.1K- 20.09% |
$929K - $929K
|
20.3K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.25K- 18.06% |
$956K - $956K
|
23.8K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.35K- 0.57% |
$975K - $975K
|
935K
$170M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.45K- 2.49% |
$993K - $993K
|
213K
$38.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-5.87K- 12.22% |
$1.07M - $1.07M
|
42.2K
$7.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.98K- 17.05% |
$1.09M - $1.09M
|
29.1K
$5.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6K- 17.2% |
$1.09M - $1.09M
|
28.9K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-6.05K- 3.98% |
$1.1M - $1.1M
|
146K
$26.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.06K- 5.16% |
$1.1M - $1.1M
|
111K
$20.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.55K- 7.02% |
$1.19M - $1.19M
|
86.7K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.57K- 5.8% |
$1.2M - $1.2M
|
107K
$19.4M
|