Purchases and Sales Made in Q1 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31M+ 58.78% |
$221M - $240M
|
3.54M
$644M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
718K+ 757.72% |
$121M - $131M
|
813K
$148M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
612K+ 15.91% |
$103M - $112M
|
4.46M
$812M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
466K+ 5.71% |
$78.6M - $85.4M
|
8.64M
$1.57B
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
398K+ 79.52% |
$67.1M - $72.8M
|
899K
$164M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
349K+ 5.29% |
$58.8M - $63.8M
|
6.94M
$1.26B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
283K+ 9.87% |
$47.7M - $51.8M
|
3.15M
$574M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
212K+ 37.89% |
$35.7M - $38.8M
|
771K
$140M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
200KNew |
$33.6M - $36.5M
|
200K
$36.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
174KNew |
$29.3M - $31.9M
|
174K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 1.34% |
$26.3M - $28.6M
|
11.8M
$2.15B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 1.34% |
$26.3M - $28.6M
|
11.8M
$2.15B
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
127K+ 17.21% |
$21.4M - $23.3M
|
867K
$158M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106K+ 17.39% |
$17.8M - $19.4M
|
714K
$130M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
106KNew |
$17.8M - $19.3M
|
106K
$19.3M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
105KNew |
$17.7M - $19.2M
|
105K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
104KNew |
$17.5M - $19M
|
104K
$18.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
87.3KNew |
$14.7M - $16M
|
87.3K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
78K+ 6.54% |
$13.1M - $14.3M
|
1.27M
$231M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
75.4K+ 18.9% |
$12.7M - $13.8M
|
474K
$86.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.8K+ 5.52% |
$12.6M - $13.7M
|
1.43M
$261M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
70.7K+ 187.04% |
$11.9M - $12.9M
|
109K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
67.8KNew |
$11.4M - $12.4M
|
67.8K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.8K+ 30.62% |
$11.1M - $12M
|
281K
$51.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.4K+ 2.38% |
$11M - $12M
|
2.81M
$511M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63.7K+ 28.33% |
$10.7M - $11.7M
|
289K
$52.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.2K+ 1939.27% |
$9.8M - $10.6M
|
61.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.8K+ 15.27% |
$9.23M - $10M
|
414K
$75.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
53.1KNew |
$8.95M - $9.72M
|
53.1K
$9.67M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
51K+ 403.37% |
$8.59M - $9.33M
|
63.6K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.6KNew |
$8.35M - $9.07M
|
49.6K
$9.03M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
44.8K+ 121.08% |
$7.54M - $8.19M
|
81.7K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
44.5KNew |
$7.5M - $8.15M
|
44.5K
$8.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
44.2KNew |
$7.45M - $8.09M
|
44.2K
$8.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.1KNew |
$7.44M - $8.08M
|
44.1K
$8.04M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
42.1KNew |
$7.1M - $7.71M
|
42.1K
$7.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39.9K+ 960.54% |
$6.72M - $7.3M
|
44K
$8.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.7K+ 10.15% |
$6.68M - $7.26M
|
431K
$78.4M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
39.2K+ 203.28% |
$6.61M - $7.18M
|
58.5K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
37.4K+ 3.51% |
$6.3M - $6.84M
|
1.1M
$201M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36.7K+ 42.34% |
$6.19M - $6.72M
|
124K
$22.5M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
35.4K+ 138.03% |
$5.97M - $6.48M
|
61.1K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
35.1K+ 5.65% |
$5.91M - $6.41M
|
655K
$119M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
34.3KNew |
$5.77M - $6.27M
|
34.3K
$6.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
34.3K+ 12.65% |
$5.77M - $6.27M
|
305K
$55.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 1.76% |
$5.63M - $6.12M
|
1.94M
$353M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 1.5% |
$5.41M - $5.88M
|
2.17M
$395M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.8K+ 4.73% |
$5.36M - $5.82M
|
704K
$128M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.4K+ 7.56% |
$4.95M - $5.38M
|
418K
$76.2M
|