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 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
5.34KNew |
N/A
|
5.34K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.29K+ 6.38% |
N/A
|
88.1K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
5.21KNew |
N/A
|
5.21K
$950K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.21K+ 8.89% |
N/A
|
63.9K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.16K+ 302.52% |
N/A
|
6.87K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.12K+ 2.24% |
N/A
|
234K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.12K+ 20.77% |
N/A
|
29.8K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$930K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 5.8% |
N/A
|
93K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.06K+ 10.0% |
N/A
|
55.7K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5K+ 3.0% |
N/A
|
172K
$31.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.99KNew |
N/A
|
4.99K
$909K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.98K+ 3.04% |
N/A
|
169K
$30.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.96KNew |
N/A
|
4.96K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 0.33% |
N/A
|
1.51M
$274M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.94KNew |
N/A
|
4.94K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$893K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.83K+ 7.36% |
N/A
|
70.4K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.83K+ 47.54% |
N/A
|
15K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.82KNew |
N/A
|
4.82K
$877K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.73KNew |
N/A
|
4.73K
$861K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.68KNew |
N/A
|
4.68K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.63K+ 15.25% |
N/A
|
35K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
4.57K+ 22.28% |
N/A
|
25.1K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
4.53KNew |
N/A
|
4.53K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.46KNew |
N/A
|
4.46K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.45K+ 29.04% |
N/A
|
19.8K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.41K+ 4.38% |
N/A
|
105K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
4.39K+ 3.45% |
N/A
|
132K
$24M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.39K+ 11.72% |
N/A
|
41.8K
$7.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
4.36KNew |
N/A
|
4.36K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.32K+ 4.36% |
N/A
|
103K
$18.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.31K+ 4.02% |
N/A
|
112K
$20.4M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.29KNew |
N/A
|
4.29K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.28K+ 1.39% |
N/A
|
313K
$57M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$766K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.16KNew |
N/A
|
4.16K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$747K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4KNew |
N/A
|
4K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.94K+ 2.94% |
N/A
|
138K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.89KNew |
N/A
|
3.89K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.89K+ 10.27% |
N/A
|
41.7K
$7.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.83KNew |
N/A
|
3.83K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.83K+ 16.05% |
N/A
|
27.7K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
3.78K+ 7.64% |
N/A
|
53.2K
$9.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.76K+ 0.57% |
N/A
|
659K
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.75K+ 3.72% |
N/A
|
105K
$19M
|