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 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.27KNew |
N/A
|
7.27K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.2K+ 4.19% |
N/A
|
179K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
N/A
|
7.18K
$1.31M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.17KNew |
N/A
|
7.17K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.04K+ 396.34% |
N/A
|
8.82K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.99K+ 10.83% |
N/A
|
71.5K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.98K+ 11.35% |
N/A
|
68.4K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 2.54% |
N/A
|
277K
$50.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.85K+ 4.51% |
N/A
|
159K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.84KNew |
N/A
|
6.84K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.84K+ 151.23% |
N/A
|
11.4K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.73K+ 68.19% |
N/A
|
16.6K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.72K+ 101.85% |
N/A
|
13.3K
$2.43M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
6.61KNew |
N/A
|
6.61K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.58K+ 40.0% |
N/A
|
23K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.47K+ 4.57% |
N/A
|
148K
$27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.38K+ 126.52% |
N/A
|
11.4K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.23K+ 45.66% |
N/A
|
19.9K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.2K+ 4.02% |
N/A
|
160K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.12K+ 17.92% |
N/A
|
40.3K
$7.34M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.07KNew |
N/A
|
6.07K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.02K+ 26.61% |
N/A
|
28.7K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.01K+ 15.36% |
N/A
|
45.2K
$8.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.9KNew |
N/A
|
5.9K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.87K+ 13.5% |
N/A
|
49.3K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.85K+ 32.07% |
N/A
|
24.1K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.83K+ 18.13% |
N/A
|
38K
$6.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.79K+ 3.61% |
N/A
|
166K
$30.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.78K+ 15.75% |
N/A
|
42.5K
$7.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.76K+ 12.33% |
N/A
|
52.5K
$9.56M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 38.26% |
N/A
|
20.5K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.62K+ 8.45% |
N/A
|
72.1K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.56K+ 285.47% |
N/A
|
7.51K
$1.37M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.56K+ 37.12% |
N/A
|
20.5K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.53K+ 8.78% |
N/A
|
68.5K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.51K+ 63.23% |
N/A
|
14.2K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.43K+ 17.14% |
N/A
|
37.1K
$6.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.43K+ 213.86% |
N/A
|
7.97K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
5.42K+ 8.8% |
N/A
|
67.1K
$12.2M
|