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
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.72K- 1.02% |
$1.22M - $1.22M
|
654K
$119M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.8K- 26.38% |
$1.24M - $1.24M
|
19K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.81K- 7.92% |
$1.24M - $1.24M
|
79.2K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.85K- 31.87% |
$1.25M - $1.25M
|
14.6K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.23K- 4.51% |
$1.32M - $1.32M
|
153K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.33K- 32.7% |
$1.33M - $1.33M
|
15.1K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.34K- 1.01% |
$1.34M - $1.34M
|
718K
$131M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 3.91% |
$1.39M - $1.39M
|
188K
$34.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-7.77K- 7.35% |
$1.42M - $1.42M
|
98K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.94K- 12.16% |
$1.45M - $1.45M
|
57.3K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-7.98K- 52.76% |
$1.45M - $1.45M
|
7.14K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.22K- 5.23% |
$1.5M - $1.5M
|
149K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.23K- 36.43% |
$1.5M - $1.5M
|
14.4K
$2.62M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.42K- 4.51% |
$1.53M - $1.53M
|
178K
$32.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-8.45K- 52.55% |
$1.54M - $1.54M
|
7.63K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.02K- 15.13% |
$1.64M - $1.64M
|
50.6K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.46K- 75.78% |
$1.72M - $1.72M
|
3.02K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.84K- 8.39% |
$1.79M - $1.79M
|
107K
$19.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.1K- 8.16% |
$1.84M - $1.84M
|
114K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.5K- 18.65% |
$1.91M - $1.91M
|
45.7K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.6K- 64.24% |
$1.93M - $1.93M
|
5.89K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-10.6K- 9.52% |
$1.93M - $1.93M
|
101K
$18.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.8K- 12.84% |
$1.97M - $1.97M
|
73.4K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11K- 8.0% |
$2.01M - $2.01M
|
127K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-11.5K- 18.86% |
$2.09M - $2.09M
|
49.4K
$9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-11.9K- 2.29% |
$2.17M - $2.17M
|
508K
$92.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.2K- 5.12% |
$2.21M - $2.21M
|
225K
$41.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.2K- 15.7% |
$2.22M - $2.22M
|
65.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 2.54% |
$2.35M - $2.35M
|
495K
$90.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-13.5K- 56.53% |
$2.47M - $2.47M
|
10.4K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.3K- 30.82% |
$2.61M - $2.61M
|
32.2K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-14.5K- 70.68% |
$2.64M - $2.64M
|
6.02K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-14.9K- 5.12% |
$2.72M - $2.72M
|
277K
$50.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17K- 1.76% |
$3.1M - $3.1M
|
947K
$173M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 25.47% |
$3.21M - $3.21M
|
51.5K
$9.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19.6K- 7.26% |
$3.57M - $3.57M
|
251K
$45.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20.5K- 3.49% |
$3.74M - $3.74M
|
569K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.97% |
$3.88M - $3.88M
|
516K
$94M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.7K- 49.75% |
$4.13M - $4.13M
|
22.9K
$4.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.8K- 20.64% |
$4.16M - $4.16M
|
87.8K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.8K- 49.91% |
$4.33M - $4.33M
|
23.9K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1K- 90.4% |
$4.4M - $4.4M
|
2.56K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-24.7K- 82.41% |
$4.51M - $4.51M
|
5.28K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26.9K- 18.21% |
$4.9M - $4.9M
|
121K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 6.6% |
$4.92M - $4.92M
|
382K
$69.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28.1K- 30.28% |
$5.12M - $5.12M
|
64.7K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.9K- 3.93% |
$7.08M - $7.08M
|
952K
$173M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42.6K- 93.1% |
$7.77M - $7.77M
|
3.16K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.6K- 44.31% |
$8.3M - $8.3M
|
57.3K
$10.4M
|