Purchases and Sales Made in Q4 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-67- 1.36% |
N/A
|
4.88K
$888K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-68- 0.87% |
N/A
|
7.72K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-68- 1.76% |
N/A
|
3.8K
$693K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-68- 0.37% |
N/A
|
18.2K
$3.32M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 0.18% |
N/A
|
37.7K
$6.87M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-69- 0.71% |
N/A
|
9.7K
$1.77M
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-70- 0.59% |
N/A
|
11.9K
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-70- 0.24% |
N/A
|
28.9K
$5.26M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-71- 10.5% |
N/A
|
605
$110K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-72- 9.86% |
N/A
|
658
$120K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-72- 1.61% |
N/A
|
4.41K
$803K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-72- 0.73% |
N/A
|
9.78K
$1.78M
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-72- 2.22% |
N/A
|
3.17K
$577K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-73- 0.68% |
N/A
|
10.7K
$1.95M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-74- 4.94% |
N/A
|
1.43K
$260K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-74- 1.01% |
N/A
|
7.26K
$1.32M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-74- 83.15% |
N/A
|
15
$2.73K
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-75- 1.66% |
N/A
|
4.44K
$809K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-75- 1.23% |
N/A
|
6.03K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-75- 1.08% |
N/A
|
6.84K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-75- 0.22% |
N/A
|
34.5K
$6.29M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-75- 2.11% |
N/A
|
3.48K
$634K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-75- 0.97% |
N/A
|
7.69K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-76- 0.39% |
N/A
|
19.5K
$3.55M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-77- 3.95% |
N/A
|
1.87K
$341K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-78- 4.09% |
N/A
|
1.83K
$333K
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-80- 0.41% |
N/A
|
19.5K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-80- 0.44% |
N/A
|
18K
$3.28M
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-81- 3.69% |
N/A
|
2.12K
$386K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-81- 2.23% |
N/A
|
3.55K
$647K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-81- 1.52% |
N/A
|
5.25K
$957K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-82- 3.57% |
N/A
|
2.22K
$404K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-84- 1.85% |
N/A
|
4.46K
$813K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-84- 0.32% |
N/A
|
25.9K
$4.71M
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-88- 0.85% |
N/A
|
10.2K
$1.86M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-89- 0.22% |
N/A
|
40.1K
$7.31M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-89- 2.9% |
N/A
|
2.98K
$544K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-90- 1.58% |
N/A
|
5.6K
$1.02M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-90- 2.93% |
N/A
|
2.98K
$542K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-91- 0.4% |
N/A
|
22.5K
$4.1M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-92- 3.08% |
N/A
|
2.9K
$528K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-94- 2.55% |
N/A
|
3.59K
$655K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-94- 0.11% |
N/A
|
84.6K
$15.4M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-97- 1.09% |
N/A
|
8.79K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-97- 0.23% |
N/A
|
41.2K
$7.51M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-97- 2.38% |
N/A
|
3.98K
$724K
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-97- 0.34% |
N/A
|
28K
$5.11M
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-99- 1.28% |
N/A
|
7.64K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 3.53% |
N/A
|
2.73K
$498K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-100- 4.85% |
N/A
|
1.96K
$358K
|