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
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.75K+ 5.41% |
$319K - $319K
|
34.2K
$6.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.75K+ 1.61% |
$318K - $318K
|
110K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.73K+ 52.26% |
$314K - $314K
|
5.03K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.71K+ 123.88% |
$312K - $312K
|
3.09K
$564K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.7K+ 0.97% |
$309K - $309K
|
177K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.66K+ 3.75% |
$302K - $302K
|
45.8K
$8.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$298K - $298K
|
1.64K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.63KNew |
$297K - $297K
|
1.63K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$296K - $296K
|
1.63K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.62K+ 19.85% |
$295K - $295K
|
9.76K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61KNew |
$294K - $294K
|
1.61K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.61K+ 5.35% |
$293K - $293K
|
31.7K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.58KNew |
$288K - $288K
|
1.58K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.57KNew |
$287K - $287K
|
1.57K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 2.87% |
$286K - $286K
|
56.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.56KNew |
$285K - $285K
|
1.56K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56K+ 11.07% |
$284K - $284K
|
15.6K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.53K+ 2.65% |
$279K - $279K
|
59.3K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.52K+ 8.02% |
$277K - $277K
|
20.5K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.52K+ 8.45% |
$277K - $277K
|
19.5K
$3.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.52KNew |
$276K - $276K
|
1.52K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.5K+ 47.78% |
$273K - $273K
|
4.63K
$844K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.5KNew |
$272K - $272K
|
1.5K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49KNew |
$272K - $272K
|
1.49K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.49K+ 7.63% |
$272K - $272K
|
21.1K
$3.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.47K+ 34.17% |
$268K - $268K
|
5.78K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46KNew |
$266K - $266K
|
1.46K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 12.32% |
$261K - $261K
|
13.1K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 12.72% |
$261K - $261K
|
12.7K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.42K+ 3.37% |
$258K - $258K
|
43.5K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.41K+ 12.75% |
$257K - $257K
|
12.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.41K+ 63.73% |
$257K - $257K
|
3.62K
$659K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4K+ 3.81% |
$255K - $255K
|
38.2K
$6.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.4KNew |
$255K - $255K
|
1.4K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.4K+ 89.49% |
$254K - $254K
|
2.96K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.4K+ 2.87% |
$254K - $254K
|
50.1K
$9.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.39K+ 34.1% |
$254K - $254K
|
5.47K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$253K - $253K
|
1.39K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.39K+ 1.07% |
$253K - $253K
|
131K
$23.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$250K - $250K
|
1.38K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 4.87% |
$249K - $249K
|
29.4K
$5.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.34K+ 1.37% |
$244K - $244K
|
99.3K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.33K+ 5.8% |
$242K - $242K
|
24.2K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 106.44% |
$241K - $241K
|
2.57K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.32KNew |
$240K - $240K
|
1.32K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.32K+ 1.05% |
$240K - $240K
|
127K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 0.99% |
$237K - $237K
|
133K
$24.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.29K+ 22.0% |
$234K - $234K
|
7.14K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 39.93% |
$233K - $233K
|
4.49K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
1.28K+ 3.67% |
$233K - $233K
|
36.2K
$6.59M
|