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 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-97- 2.38% |
N/A
|
3.98K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-97- 0.34% |
N/A
|
28K
$5.11M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-99- 1.28% |
N/A
|
7.64K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 3.53% |
N/A
|
2.73K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-100- 4.85% |
N/A
|
1.96K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-100- 6.01% |
N/A
|
1.56K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-100- 6.69% |
N/A
|
1.4K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 0.78% |
N/A
|
12.8K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-101- 0.28% |
N/A
|
36.6K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-101- 0.39% |
N/A
|
25.6K
$4.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-102- 5.77% |
N/A
|
1.67K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-103- 4.0% |
N/A
|
2.47K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-103- 0.14% |
N/A
|
73.3K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-104- 0.8% |
N/A
|
12.9K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-105- 0.58% |
N/A
|
18.1K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-106- 3.05% |
N/A
|
3.37K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-106- 5.01% |
N/A
|
2.01K
$366K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-107- 6.5% |
N/A
|
1.54K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-107- 2.24% |
N/A
|
4.68K
$852K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-108- 8.24% |
N/A
|
1.2K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-108- 3.42% |
N/A
|
3.05K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-109- 7.65% |
N/A
|
1.32K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-109- 3.49% |
N/A
|
3.01K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-109- 9.32% |
N/A
|
1.06K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-110- 0.65% |
N/A
|
16.7K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-110- 5.14% |
N/A
|
2.03K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-111- 1.94% |
N/A
|
5.62K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-112- 0.35% |
N/A
|
31.8K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-112- 0.1% |
N/A
|
109K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-115- 1.06% |
N/A
|
10.8K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-115- 0.22% |
N/A
|
51.9K
$9.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-116- 0.29% |
N/A
|
40.4K
$7.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-116- 0.21% |
N/A
|
56.3K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-117- 0.85% |
N/A
|
13.7K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-118- 1.5% |
N/A
|
7.75K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-118- 9.92% |
N/A
|
1.07K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-119- 3.92% |
N/A
|
2.92K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-124- 1.78% |
N/A
|
6.86K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-124- 4.72% |
N/A
|
2.5K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 2.59% |
N/A
|
4.7K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-125- 2.7% |
N/A
|
4.51K
$821K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.52% |
N/A
|
8.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-126- 0.45% |
N/A
|
28.1K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-127- 2.23% |
N/A
|
5.58K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-127- 4.04% |
N/A
|
3.02K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-129- 89.58% |
N/A
|
15
$2.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-129- 3.65% |
N/A
|
3.41K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-130- 1.92% |
N/A
|
6.63K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-131- 1.34% |
N/A
|
9.63K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-132- 1.5% |
N/A
|
8.67K
$1.58M
|