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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-563- 4.72% |
N/A
|
11.4K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-569- 34.78% |
N/A
|
1.07K
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-571- 8.31% |
N/A
|
6.3K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-573- 1.47% |
N/A
|
38.4K
$6.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-584- 17.24% |
N/A
|
2.8K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-596- 4.9% |
N/A
|
11.6K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-598- 8.31% |
N/A
|
6.6K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-599- 7.0% |
N/A
|
7.96K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-599- 3.13% |
N/A
|
18.5K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-600- 2.52% |
N/A
|
23.2K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-602- 1.89% |
N/A
|
31.3K
$5.69M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-603- 1.42% |
N/A
|
41.9K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-605- 1.39% |
N/A
|
42.9K
$7.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-619- 1.15% |
N/A
|
53K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-625- 0.9% |
N/A
|
68.5K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-632- 1.46% |
N/A
|
42.6K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-636- 3.29% |
N/A
|
18.7K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-637- 7.62% |
N/A
|
7.73K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-639- 9.27% |
N/A
|
6.26K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-645- 2.84% |
N/A
|
22.1K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-646- 17.2% |
N/A
|
3.11K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-646- 3.23% |
N/A
|
19.4K
$3.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-646- 3.88% |
N/A
|
16K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-648- 37.09% |
N/A
|
1.1K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-664- 5.8% |
N/A
|
10.8K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-665- 20.47% |
N/A
|
2.58K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-665- 3.78% |
N/A
|
16.9K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-674- 16.79% |
N/A
|
3.34K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-676- 4.29% |
N/A
|
15.1K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-678- 0.36% |
N/A
|
188K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-678- 32.19% |
N/A
|
1.43K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-688- 2.73% |
N/A
|
24.5K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-689- 3.35% |
N/A
|
19.9K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-696- 0.3% |
N/A
|
230K
$41.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-696- 0.88% |
N/A
|
78.4K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-701- 0.43% |
N/A
|
164K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-703- 1.16% |
N/A
|
59.7K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-704- 2.11% |
N/A
|
32.6K
$5.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-706- 28.0% |
N/A
|
1.82K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-706- 1.14% |
N/A
|
61.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-708- 0.66% |
N/A
|
106K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-710- 2.51% |
N/A
|
27.5K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-719- 18.56% |
N/A
|
3.16K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-723- 8.27% |
N/A
|
8.02K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-740- 5.87% |
N/A
|
11.9K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-743- 14.27% |
N/A
|
4.47K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-744- 34.85% |
N/A
|
1.39K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-748- 8.63% |
N/A
|
7.92K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-750- 7.08% |
N/A
|
9.84K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-751- 1.46% |
N/A
|
50.8K
$9.25M
|