Purchases and Sales Made in Q3 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.2M+ 11084.42% |
$218M - $218M
|
1.21M
$220M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
485KNew |
$88.3M - $88.3M
|
485K
$88.3M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
457KNew |
$83.2M - $83.2M
|
457K
$83.2M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
451KNew |
$82.1M - $82.1M
|
451K
$82.1M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417K+ 4.64% |
$76M - $76M
|
9.41M
$1.71B
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
326K+ 11102.83% |
$59.4M - $59.4M
|
329K
$59.9M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 5.73% |
$57.4M - $57.4M
|
5.81M
$1.06B
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284K+ 286.42% |
$51.7M - $51.7M
|
383K
$69.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 1.74% |
$37.8M - $37.8M
|
12.1M
$2.21B
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
179K+ 108.22% |
$32.7M - $32.7M
|
345K
$62.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
178K+ 5.07% |
$32.5M - $32.5M
|
3.7M
$674M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
159K+ 3096.6% |
$29M - $29M
|
164K
$30M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 7.46% |
$28M - $28M
|
2.22M
$404M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
143K+ 25.7% |
$26M - $26M
|
699K
$127M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
128K+ 2.75% |
$23.4M - $23.4M
|
4.79M
$872M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 3.9% |
$22.5M - $22.5M
|
3.3M
$600M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 3.9% |
$22.5M - $22.5M
|
3.3M
$600M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
82.9K+ 1.23% |
$15.1M - $15.1M
|
6.82M
$1.24B
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
76.1KNew |
$13.9M - $13.9M
|
76.1K
$13.9M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
74.9K+ 314.91% |
$13.7M - $13.7M
|
98.7K
$18M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.7K+ 72.79% |
$13.4M - $13.4M
|
175K
$31.9M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71.7K+ 23.67% |
$13.1M - $13.1M
|
375K
$68.3M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
67.8K+ 779.28% |
$12.3M - $12.3M
|
76.4K
$13.9M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$11.8M - $11.8M
|
65K
$11.8M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61.7K+ 1220.42% |
$11.2M - $11.2M
|
66.7K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
61.5KNew |
$11.2M - $11.2M
|
61.5K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.1K+ 4.57% |
$10.9M - $10.9M
|
1.37M
$250M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.3K+ 45.27% |
$10.8M - $10.8M
|
190K
$34.7M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58K+ 6.97% |
$10.6M - $10.6M
|
890K
$162M
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
54.3KNew |
$9.89M - $9.89M
|
54.3K
$9.89M
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
53K+ 47.52% |
$9.66M - $9.66M
|
165K
$30M
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
52.6K+ 159.17% |
$9.58M - $9.58M
|
85.7K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 8.85% |
$9.23M - $9.23M
|
623K
$114M
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
47.9KNew |
$8.72M - $8.72M
|
47.9K
$8.72M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
46K+ 272.44% |
$8.38M - $8.38M
|
62.9K
$11.5M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44.1K+ 423.92% |
$8.03M - $8.03M
|
54.5K
$9.92M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.2K+ 266.24% |
$7.87M - $7.87M
|
59.4K
$10.8M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
43K+ 8.51% |
$7.83M - $7.83M
|
548K
$99.8M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 6.87% |
$7.68M - $7.68M
|
655K
$119M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.4KNew |
$7.36M - $7.36M
|
40.4K
$7.36M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.4KNew |
$7.36M - $7.36M
|
40.4K
$7.36M
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
39.7KNew |
$7.23M - $7.23M
|
39.7K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 1.82% |
$7.21M - $7.21M
|
2.21M
$403M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35.1K+ 449.88% |
$6.4M - $6.4M
|
42.9K
$7.82M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.9KNew |
$6.36M - $6.36M
|
34.9K
$6.36M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34.2K+ 24.45% |
$6.22M - $6.22M
|
174K
$31.7M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34.1K+ 9.46% |
$6.21M - $6.21M
|
395K
$71.9M
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
33.1KNew |
$6.02M - $6.02M
|
33.1K
$6.02M
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
31.9KNew |
$5.81M - $5.81M
|
31.9K
$5.81M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.1K+ 3.12% |
$5.66M - $5.66M
|
1.03M
$187M
|