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 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.91K+ 11.11% |
$1.26M - $1.26M
|
69.1K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.9K+ 3.79% |
$1.26M - $1.26M
|
189K
$34.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.81K+ 23.68% |
$1.24M - $1.24M
|
35.6K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.72KNew |
$1.22M - $1.22M
|
6.72K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.67K+ 3.0% |
$1.21M - $1.21M
|
229K
$41.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.6K+ 7.14% |
$1.2M - $1.2M
|
99.1K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
6.58K+ 0.96% |
$1.2M - $1.2M
|
689K
$126M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.5K+ 14.38% |
$1.18M - $1.18M
|
51.7K
$9.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.49K+ 3.71% |
$1.18M - $1.18M
|
182K
$33.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.44K+ 25.04% |
$1.17M - $1.17M
|
32.2K
$5.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
6.42KNew |
$1.17M - $1.17M
|
6.42K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 20.09% |
$1.15M - $1.15M
|
37.8K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.22K+ 6.09% |
$1.13M - $1.13M
|
108K
$19.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.12K+ 15.56% |
$1.12M - $1.12M
|
45.5K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.06K+ 9.78% |
$1.1M - $1.1M
|
68K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.99KNew |
$1.09M - $1.09M
|
5.99K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.96K+ 72.37% |
$1.09M - $1.09M
|
14.2K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.91K+ 8.2% |
$1.08M - $1.08M
|
77.9K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.87KNew |
$1.07M - $1.07M
|
5.87K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.65K+ 22.54% |
$1.03M - $1.03M
|
30.7K
$5.59M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.62KNew |
$1.02M - $1.02M
|
5.62K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.56K+ 222.73% |
$1.01M - $1.01M
|
8.05K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.52KNew |
$1.01M - $1.01M
|
5.52K
$1.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.5K+ 11.04% |
$1M - $1M
|
55.3K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.42K+ 15.69% |
$987K - $987K
|
40K
$7.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.31K+ 68.42% |
$967K - $967K
|
13.1K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.26K+ 8.69% |
$958K - $958K
|
65.7K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.23K+ 106.26% |
$952K - $952K
|
10.2K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.2K+ 13.96% |
$946K - $946K
|
42.4K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.19K+ 5.33% |
$946K - $946K
|
103K
$18.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.15K+ 2.01% |
$937K - $937K
|
261K
$47.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.09K+ 17.88% |
$927K - $927K
|
33.6K
$6.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.97K+ 8.59% |
$905K - $905K
|
62.8K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.94K+ 6.65% |
$900K - $900K
|
79.2K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.8KNew |
$874K - $874K
|
4.8K
$874K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 5.67% |
$860K - $860K
|
87.9K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.69K+ 8.63% |
$854K - $854K
|
59K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.67K+ 26.57% |
$851K - $851K
|
22.3K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.66K+ 1.69% |
$849K - $849K
|
280K
$51.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.6K+ 3.64% |
$838K - $838K
|
131K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.46K+ 13.17% |
$813K - $813K
|
38.3K
$6.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.39K+ 14.54% |
$800K - $800K
|
34.6K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.3K+ 6.78% |
$783K - $783K
|
67.7K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.27KNew |
$777K - $777K
|
4.27K
$777K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.23K+ 20.17% |
$770K - $770K
|
25.2K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.05K+ 10.56% |
$737K - $737K
|
42.4K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.03KNew |
$734K - $734K
|
4.03K
$734K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4.01K+ 5.33% |
$731K - $731K
|
79.3K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.92K+ 2.77% |
$713K - $713K
|
145K
$26.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 2.38% |
$693K - $693K
|
164K
$29.8M
|