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 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.24K- 13.4% |
N/A
|
7.99K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.24K- 26.48% |
N/A
|
3.44K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.24K- 0.87% |
N/A
|
141K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.24K- 3.48% |
N/A
|
34.4K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.25K- 5.02% |
N/A
|
23.6K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.25K- 9.0% |
N/A
|
12.6K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.26K- 2.32% |
N/A
|
53.2K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.28K- 4.44% |
N/A
|
27.5K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.29K- 17.34% |
N/A
|
6.15K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.3K- 1.21% |
N/A
|
105K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.3K- 3.35% |
N/A
|
37.4K
$6.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-1.3K- 7.71% |
N/A
|
15.6K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.31K- 5.87% |
N/A
|
21K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.32K- 3.28% |
N/A
|
38.8K
$7.08M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.35K- 31.96% |
N/A
|
2.88K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.42K- 2.11% |
N/A
|
65.7K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.44K- 10.55% |
N/A
|
12.2K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.45K- 6.31% |
N/A
|
21.4K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.45K- 1.41% |
N/A
|
101K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.46K- 7.88% |
N/A
|
17.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.48K- 2.14% |
N/A
|
67.7K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.48K- 0.42% |
N/A
|
352K
$64.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.5K- 7.29% |
N/A
|
19.1K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.53K- 44.48% |
N/A
|
1.91K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.54K- 1.57% |
N/A
|
96.5K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.54K- 1.71% |
N/A
|
88.6K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 37.06% |
N/A
|
2.62K
$478K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.55K- 8.61% |
N/A
|
16.4K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.7% |
N/A
|
56.4K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.61K- 3.45% |
N/A
|
45K
$8.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.65K- 2.6% |
N/A
|
61.7K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.65K- 5.2% |
N/A
|
30.1K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.65K- 37.31% |
N/A
|
2.78K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.66K- 2.91% |
N/A
|
55.4K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 5.08% |
N/A
|
31K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.69K- 12.74% |
N/A
|
11.6K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.69K- 2.95% |
N/A
|
55.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.71K- 33.58% |
N/A
|
3.38K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.71K- 30.82% |
N/A
|
3.85K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.72K- 5.56% |
N/A
|
29.2K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 2.91% |
N/A
|
59.1K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.83K- 3.0% |
N/A
|
59.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.84K- 3.66% |
N/A
|
48.3K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.84K- 34.79% |
N/A
|
3.45K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 3.73% |
N/A
|
47.8K
$8.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.88K- 3.85% |
N/A
|
47K
$8.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 1.01% |
N/A
|
186K
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 46.47% |
N/A
|
2.21K
$402K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.94K- 4.65% |
N/A
|
39.7K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.94K- 22.93% |
N/A
|
6.52K
$1.19M
|