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 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.06K+ 5.41% |
$192K - $192K
|
20.6K
$3.74M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$192K - $192K
|
1.05K
$192K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.05KNew |
$191K - $191K
|
1.05K
$191K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.05KNew |
$191K - $191K
|
1.05K
$191K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.05K+ 157.36% |
$191K - $191K
|
1.71K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.05KNew |
$190K - $190K
|
1.05K
$190K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.04KNew |
$190K - $190K
|
1.04K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.04K+ 4.63% |
$190K - $190K
|
23.6K
$4.3M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 1.14% |
$190K - $190K
|
92K
$16.8M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 10.91% |
$189K - $189K
|
10.6K
$1.92M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.04KNew |
$189K - $189K
|
1.04K
$189K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.03K+ 5.9% |
$188K - $188K
|
18.5K
$3.37M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $185K
|
1.01K
$185K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
1.01KNew |
$184K - $184K
|
1.01K
$184K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1K+ 78.31% |
$182K - $182K
|
2.28K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
998+ 38.28% |
$182K - $182K
|
3.61K
$657K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
983+ 30.69% |
$179K - $179K
|
4.19K
$762K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
957+ 2.5% |
$174K - $174K
|
39.2K
$7.13M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
956+ 15.11% |
$174K - $174K
|
7.28K
$1.33M
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
955+ 11.55% |
$174K - $174K
|
9.22K
$1.68M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
954+ 13.38% |
$174K - $174K
|
8.09K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
939+ 74.7% |
$171K - $171K
|
2.2K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
935+ 1.57% |
$170K - $170K
|
60.4K
$11M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
934New |
$170K - $170K
|
934
$170K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
929+ 4.28% |
$169K - $169K
|
22.6K
$4.12M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
927+ 1.05% |
$169K - $169K
|
89.6K
$16.3M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
925+ 6.42% |
$168K - $168K
|
15.3K
$2.79M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
923+ 0.99% |
$168K - $168K
|
94.1K
$17.1M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
912+ 7.99% |
$166K - $166K
|
12.3K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
896+ 17.64% |
$163K - $163K
|
5.98K
$1.09M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
895+ 2.0% |
$163K - $163K
|
45.7K
$8.33M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
886+ 2.47% |
$161K - $161K
|
36.7K
$6.68M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
874+ 4.38% |
$159K - $159K
|
20.8K
$3.8M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
871+ 7.9% |
$159K - $159K
|
11.9K
$2.17M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
864+ 4.41% |
$157K - $157K
|
20.5K
$3.73M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
861+ 67.42% |
$157K - $157K
|
2.14K
$389K
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
857+ 4.35% |
$156K - $156K
|
20.5K
$3.74M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
857+ 13.94% |
$156K - $156K
|
7K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
853+ 7.15% |
$155K - $155K
|
12.8K
$2.33M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
840+ 15.31% |
$153K - $153K
|
6.33K
$1.15M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
832+ 2.98% |
$152K - $152K
|
28.7K
$5.23M
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
822+ 5.81% |
$150K - $150K
|
15K
$2.73M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
821+ 2.77% |
$150K - $150K
|
30.4K
$5.54M
|