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 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.46K- 12.0% |
N/A
|
62K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.96K- 1.66% |
N/A
|
530K
$96.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.22K- 52.16% |
N/A
|
8.45K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-9.23K- 21.62% |
N/A
|
33.5K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.41K- 6.14% |
N/A
|
144K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.61K- 7.24% |
N/A
|
123K
$22.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.65K- 18.73% |
N/A
|
41.9K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-9.83K- 3.55% |
N/A
|
267K
$48.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.3K- 55.92% |
N/A
|
8.12K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 8.44% |
N/A
|
114K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11K- 12.64% |
N/A
|
76.2K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.2K- 1.16% |
N/A
|
956K
$174M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 23.35% |
N/A
|
38.3K
$6.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-12K- 7.29% |
N/A
|
152K
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.7K- 2.23% |
N/A
|
556K
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.1K- 16.53% |
N/A
|
66.1K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14K- 30.57% |
N/A
|
31.7K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14K- 22.27% |
N/A
|
49K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14.3K- 18.9% |
N/A
|
61.3K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15.3K- 19.84% |
N/A
|
61.9K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-15.3K- 14.2% |
N/A
|
92.6K
$16.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 1.1% |
N/A
|
1.43M
$261M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.1K- 30.17% |
N/A
|
37.3K
$6.79M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 0.77% |
N/A
|
2.19M
$400M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.4K- 1.79% |
N/A
|
951K
$173M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.1K- 7.21% |
N/A
|
232K
$42.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-18.2K- 26.27% |
N/A
|
51K
$9.28M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-20.7K- 43.23% |
N/A
|
27.2K
$4.95M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-20.7K- 43.24% |
N/A
|
27.2K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.6K- 6.6% |
N/A
|
320K
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22.6K- 98.73% |
N/A
|
291
$53K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.2K- 2.96% |
N/A
|
924K
$168M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.3K- 7.39% |
N/A
|
354K
$64.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29.6K- 51.77% |
N/A
|
27.6K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.2K- 6.1% |
N/A
|
465K
$84.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-33K- 35.72% |
N/A
|
59.3K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-36.7K- 5.74% |
N/A
|
603K
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.9K- 3.78% |
N/A
|
941K
$171M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-37K- 91.69% |
N/A
|
3.36K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-37.4K- 67.3% |
N/A
|
18.2K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-42.8K- 9.49% |
N/A
|
408K
$74.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43K- 72.4% |
N/A
|
16.4K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-43.9K- 53.8% |
N/A
|
37.7K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-46.5K- 30.0% |
N/A
|
108K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-48.8K- 52.52% |
N/A
|
44.1K
$8.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-49.5K- 5.52% |
N/A
|
848K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.7K- 5.9% |
N/A
|
825K
$150M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-57.9K- 14.68% |
N/A
|
337K
$61.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-75.5K- 45.88% |
N/A
|
89.1K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-76.8K- 59.34% |
N/A
|
52.6K
$9.59M
|