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 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-258- 3.23% |
N/A
|
7.72K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-260- 1.33% |
N/A
|
19.2K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-262- 0.61% |
N/A
|
43K
$7.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-263- 3.69% |
N/A
|
6.87K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-264- 5.54% |
N/A
|
4.51K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-265- 6.53% |
N/A
|
3.79K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-265- 79.1% |
N/A
|
70
$12.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-267- 0.8% |
N/A
|
33.3K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-267- 4.51% |
N/A
|
5.65K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-268- 3.74% |
N/A
|
6.89K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-269- 1.72% |
N/A
|
15.4K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-272- 0.86% |
N/A
|
31.4K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-273- 5.75% |
N/A
|
4.47K
$815K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-274- 0.34% |
N/A
|
80.4K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-282- 2.66% |
N/A
|
10.3K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-283- 1.51% |
N/A
|
18.4K
$3.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-284- 1.51% |
N/A
|
18.6K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-288- 0.97% |
N/A
|
29.4K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-288- 1.51% |
N/A
|
18.8K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-298- 5.62% |
N/A
|
5K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-300- 4.23% |
N/A
|
6.8K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 2.22% |
N/A
|
13.2K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-300- 4.28% |
N/A
|
6.72K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-305- 3.87% |
N/A
|
7.58K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-307- 16.46% |
N/A
|
1.56K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-310- 2.82% |
N/A
|
10.7K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-314- 5.31% |
N/A
|
5.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-316- 4.42% |
N/A
|
6.84K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-319- 4.55% |
N/A
|
6.69K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-323- 0.63% |
N/A
|
50.8K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-323- 23.46% |
N/A
|
1.05K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-324- 9.75% |
N/A
|
3K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-326- 23.52% |
N/A
|
1.06K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-327- 0.92% |
N/A
|
35.2K
$6.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-343- 1.35% |
N/A
|
25.1K
$4.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-345- 11.51% |
N/A
|
2.65K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-346- 14.61% |
N/A
|
2.02K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-351- 7.99% |
N/A
|
4.04K
$737K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-354- 6.06% |
N/A
|
5.49K
$999K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-358- 0.77% |
N/A
|
46.4K
$8.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-358- 10.1% |
N/A
|
3.19K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-365- 23.47% |
N/A
|
1.19K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 7.09% |
N/A
|
4.8K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-366- 7.61% |
N/A
|
4.44K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-367- 1.1% |
N/A
|
33.1K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-369- 5.24% |
N/A
|
6.67K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-369- 2.56% |
N/A
|
14K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-370- 1.93% |
N/A
|
18.8K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-373- 14.71% |
N/A
|
2.16K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-374- 7.29% |
N/A
|
4.76K
$867K
|