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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-125- 2.7% |
N/A
|
4.51K
$821K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.52% |
N/A
|
8.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-126- 0.45% |
N/A
|
28.1K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-127- 2.23% |
N/A
|
5.58K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-127- 4.04% |
N/A
|
3.02K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-129- 89.58% |
N/A
|
15
$2.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-129- 3.65% |
N/A
|
3.41K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-130- 1.92% |
N/A
|
6.63K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-131- 1.34% |
N/A
|
9.63K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-132- 1.5% |
N/A
|
8.67K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-135- 1.18% |
N/A
|
11.3K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-135- 2.68% |
N/A
|
4.91K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-136- 0.47% |
N/A
|
28.7K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-136- 5.36% |
N/A
|
2.4K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-137- 1.5% |
N/A
|
8.99K
$1.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-140- 2.87% |
N/A
|
4.74K
$863K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-140- 1.07% |
N/A
|
13K
$2.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-141- 7.99% |
N/A
|
1.62K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-142- 3.75% |
N/A
|
3.65K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-144- 7.45% |
N/A
|
1.79K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-145- 5.78% |
N/A
|
2.36K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-145- 4.2% |
N/A
|
3.31K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-146- 0.5% |
N/A
|
29.3K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-147- 0.78% |
N/A
|
18.8K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-148- 10.57% |
N/A
|
1.25K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-148- 2.25% |
N/A
|
6.42K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-149- 4.22% |
N/A
|
3.38K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-149- 3.72% |
N/A
|
3.85K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-150- 2.43% |
N/A
|
6.02K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.41% |
N/A
|
36.2K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-151- 4.08% |
N/A
|
3.55K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-154- 1.98% |
N/A
|
7.62K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-154- 2.92% |
N/A
|
5.13K
$934K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-155- 10.64% |
N/A
|
1.3K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-156- 0.81% |
N/A
|
19.2K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-157- 59.47% |
N/A
|
107
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-161- 2.62% |
N/A
|
5.98K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-165- 0.56% |
N/A
|
29.3K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-166- 3.46% |
N/A
|
4.63K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-169- 2.87% |
N/A
|
5.72K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-169- 1.08% |
N/A
|
15.5K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-169- 4.1% |
N/A
|
3.95K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-170- 5.03% |
N/A
|
3.21K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-170- 4.39% |
N/A
|
3.7K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-172- 2.93% |
N/A
|
5.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-172- 1.22% |
N/A
|
14K
$2.54M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-173- 0.88% |
N/A
|
19.5K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-173- 13.05% |
N/A
|
1.15K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-175- 1.36% |
N/A
|
12.7K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-175- 1.27% |
N/A
|
13.6K
$2.48M
|