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
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.43K+ 78.2% |
$443K - $443K
|
5.54K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.42K+ 8.08% |
$441K - $441K
|
32.4K
$5.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.42K+ 3.61% |
$441K - $441K
|
69.5K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.41K+ 15.05% |
$438K - $438K
|
18.4K
$3.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.4K+ 1.72% |
$437K - $437K
|
142K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.36K+ 30.12% |
$429K - $429K
|
10.2K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.35K+ 7.95% |
$429K - $429K
|
31.9K
$5.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31K+ 5.82% |
$421K - $421K
|
42K
$7.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.3K+ 63.5% |
$419K - $419K
|
5.93K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.27K+ 12.64% |
$414K - $414K
|
20.3K
$3.69M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.21K+ 4.8% |
$402K - $402K
|
48.1K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.2KNew |
$401K - $401K
|
2.2K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.2K+ 3.3% |
$400K - $400K
|
68.7K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.18K+ 2.48% |
$397K - $397K
|
90.1K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.16K+ 7.73% |
$394K - $394K
|
30.1K
$5.49M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.16K+ 7.26% |
$394K - $394K
|
31.9K
$5.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.16K+ 16.68% |
$393K - $393K
|
15.1K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.14K+ 2094.12% |
$389K - $389K
|
2.24K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.14KNew |
$389K - $389K
|
2.14K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.12KNew |
$387K - $387K
|
2.12K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.11KNew |
$384K - $384K
|
2.11K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.09K+ 0.36% |
$380K - $380K
|
584K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.07KNew |
$377K - $377K
|
2.07K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.04K+ 0.97% |
$371K - $371K
|
212K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.02KNew |
$368K - $368K
|
2.02K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.01K+ 0.79% |
$365K - $365K
|
256K
$46.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2KNew |
$364K - $364K
|
2K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.98KNew |
$360K - $360K
|
1.98K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.97K+ 2.02% |
$359K - $359K
|
99.3K
$18.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.93K+ 2.48% |
$351K - $351K
|
79.5K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.9K+ 0.63% |
$347K - $347K
|
303K
$55.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 1.75% |
$345K - $345K
|
110K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 83.2% |
$345K - $345K
|
4.17K
$759K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.89K+ 14.64% |
$344K - $344K
|
14.8K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.89K+ 2.4% |
$344K - $344K
|
80.7K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$341K - $341K
|
1.87K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.87K+ 30.08% |
$340K - $340K
|
8.07K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.86KNew |
$339K - $339K
|
1.86K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.85KNew |
$338K - $338K
|
1.85K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.85K+ 3.07% |
$337K - $337K
|
62.1K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.84K+ 2.5% |
$335K - $335K
|
75.6K
$13.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.84K+ 0.32% |
$334K - $334K
|
577K
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.83K+ 3.08% |
$334K - $334K
|
61.3K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.83K+ 6.14% |
$333K - $333K
|
31.6K
$5.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.82KNew |
$332K - $332K
|
1.82K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.81K+ 57.66% |
$329K - $329K
|
4.94K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.8K+ 21.1% |
$327K - $327K
|
10.3K
$1.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.79K+ 94.86% |
$326K - $326K
|
3.68K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.76K+ 1.15% |
$320K - $320K
|
155K
$28.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.76K+ 38.07% |
$320K - $320K
|
6.37K
$1.16M
|