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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
30.5K+ 9.65% |
$5.56M - $5.56M
|
347K
$63.2M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.2K+ 46.22% |
$5.31M - $5.31M
|
92.3K
$16.8M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
26.7KNew |
$4.86M - $4.86M
|
26.7K
$4.86M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.5K+ 2.36% |
$4.84M - $4.84M
|
1.15M
$210M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
26K+ 8.67% |
$4.73M - $4.73M
|
326K
$59.3M
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
25.9K+ 29.82% |
$4.72M - $4.72M
|
113K
$20.5M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.3KNew |
$4.61M - $4.61M
|
25.3K
$4.61M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.2K+ 95.3% |
$4.58M - $4.58M
|
51.6K
$9.4M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
24.8K+ 473.64% |
$4.52M - $4.52M
|
30K
$5.47M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
23.5K+ 408.49% |
$4.28M - $4.28M
|
29.2K
$5.33M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 4.47% |
$4.2M - $4.2M
|
539K
$98.2M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.9K+ 3.12% |
$4.18M - $4.18M
|
759K
$138M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.7K+ 253.7% |
$3.96M - $3.96M
|
30.3K
$5.52M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 3.98% |
$3.9M - $3.9M
|
559K
$102M
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
21.3K+ 99.64% |
$3.88M - $3.88M
|
42.7K
$7.78M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
20.9KNew |
$3.81M - $3.81M
|
20.9K
$3.81M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
20.9KNew |
$3.81M - $3.81M
|
20.9K
$3.81M
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$3.72M - $3.72M
|
20.4K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19.8K+ 103.67% |
$3.61M - $3.61M
|
39K
$7.1M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19.5K+ 97.92% |
$3.55M - $3.55M
|
39.4K
$7.17M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.4K+ 9.16% |
$3.53M - $3.53M
|
231K
$42M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.7K+ 1.95% |
$3.41M - $3.41M
|
978K
$178M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
18.3K+ 236.46% |
$3.34M - $3.34M
|
26.1K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
18.2K+ 45.82% |
$3.32M - $3.32M
|
58.1K
$10.6M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.2KNew |
$3.31M - $3.31M
|
18.2K
$3.31M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.6K+ 117.25% |
$3.21M - $3.21M
|
32.7K
$5.95M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
17.6KNew |
$3.2M - $3.2M
|
17.6K
$3.2M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.5K+ 29.27% |
$3.19M - $3.19M
|
77.3K
$14.1M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.2K+ 11.66% |
$3.13M - $3.13M
|
164K
$30M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
16.8K+ 11.73% |
$3.07M - $3.07M
|
160K
$29.2M
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
16.6KNew |
$3.03M - $3.03M
|
16.6K
$3.03M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16.5K+ 6.94% |
$3.01M - $3.01M
|
255K
$46.4M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.5KNew |
$3M - $3M
|
16.5K
$3M
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.2K+ 8.19% |
$2.96M - $2.96M
|
214K
$39.1M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15.7K+ 159.6% |
$2.87M - $2.87M
|
25.6K
$4.66M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 1.24% |
$2.86M - $2.86M
|
1.28M
$233M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.6K+ 23.17% |
$2.84M - $2.84M
|
82.8K
$15.1M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.5K+ 4.24% |
$2.82M - $2.82M
|
381K
$69.4M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.4K+ 808.15% |
$2.8M - $2.8M
|
17.3K
$3.15M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.3K+ 5.9% |
$2.79M - $2.79M
|
275K
$50.1M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
15.3K+ 19.66% |
$2.78M - $2.78M
|
92.9K
$16.9M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15.2K+ 195.39% |
$2.76M - $2.76M
|
22.9K
$4.18M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
14.9K+ 106.51% |
$2.71M - $2.71M
|
28.9K
$5.26M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.9K+ 20.53% |
$2.71M - $2.71M
|
87.2K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 413.39% |
$2.68M - $2.68M
|
18.3K
$3.32M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$2.66M - $2.66M
|
14.6K
$2.66M
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
14.6K+ 16.87% |
$2.65M - $2.65M
|
101K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.5KNew |
$2.65M - $2.65M
|
14.5K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 40.01% |
$2.6M - $2.6M
|
50K
$9.11M
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
14.1K+ 1159.01% |
$2.57M - $2.57M
|
15.3K
$2.79M
|