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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
599+ 0.44% |
$101K - $110K
|
137K
$24.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
587+ 1.12% |
$98.9K - $107K
|
53.2K
$9.69M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
585+ 2.59% |
$98.6K - $107K
|
23.2K
$4.22M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
584+ 16.43% |
$98.4K - $107K
|
4.14K
$754K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
583+ 0.34% |
$98.2K - $107K
|
172K
$31.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
583+ 1.5% |
$98.2K - $107K
|
39.4K
$7.18M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
576New |
$97K - $105K
|
576
$105K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
574+ 2.21% |
$96.7K - $105K
|
26.6K
$4.84M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
571+ 4.8% |
$96.2K - $104K
|
12.5K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
528+ 0.21% |
$89K - $96.6K
|
253K
$46.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
527+ 12.61% |
$88.8K - $96.4K
|
4.71K
$857K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
526+ 1.29% |
$88.6K - $96.2K
|
41.3K
$7.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
525+ 23.52% |
$88.4K - $96.1K
|
2.76K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
521+ 0.85% |
$87.8K - $95.3K
|
62K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
514+ 0.37% |
$86.6K - $94.1K
|
139K
$25.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
512+ 7.19% |
$86.3K - $93.7K
|
7.63K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
509+ 1.19% |
$85.8K - $93.1K
|
43.2K
$7.87M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
507+ 4.1% |
$85.4K - $92.8K
|
12.9K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
504+ 17.56% |
$84.9K - $92.2K
|
3.37K
$615K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
503+ 9.67% |
$84.7K - $92K
|
5.71K
$1.04M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
500+ 5.06% |
$84.2K - $91.5K
|
10.4K
$1.89M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
499+ 14.09% |
$84.1K - $91.3K
|
4.04K
$736K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
499+ 9.03% |
$84.1K - $91.3K
|
6.02K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
488+ 129.79% |
$82.2K - $89.3K
|
864
$157K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
480+ 1.63% |
$80.9K - $87.8K
|
29.9K
$5.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
476+ 77.52% |
$80.2K - $87.1K
|
1.09K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
474+ 2.76% |
$79.9K - $86.7K
|
17.6K
$3.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
467New |
$78.7K - $85.5K
|
467
$85.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
460+ 13.17% |
$77.5K - $84.2K
|
3.95K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
459+ 12.67% |
$77.3K - $84K
|
4.08K
$744K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
459+ 8.07% |
$77.3K - $84K
|
6.15K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
459+ 7.15% |
$77.3K - $84K
|
6.88K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
456New |
$76.8K - $83.4K
|
456
$83.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
454+ 1.55% |
$76.5K - $83.1K
|
29.8K
$5.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
451+ 3.57% |
$76K - $82.5K
|
13.1K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
446+ 5.68% |
$75.1K - $81.6K
|
8.3K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
434+ 16.7% |
$73.1K - $79.4K
|
3.03K
$552K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
430+ 14.24% |
$72.4K - $78.7K
|
3.45K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
430+ 3.18% |
$72.4K - $78.7K
|
14K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
427+ 5.96% |
$71.9K - $78.1K
|
7.59K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
426+ 0.26% |
$71.8K - $77.9K
|
162K
$29.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
413+ 1.09% |
$69.6K - $75.6K
|
38.3K
$6.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
408+ 3.23% |
$68.7K - $74.7K
|
13.1K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
404+ 2.49% |
$68.1K - $73.9K
|
16.6K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
404+ 0.36% |
$68.1K - $73.9K
|
112K
$20.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
398+ 1.07% |
$67.1K - $72.8K
|
37.6K
$6.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
396+ 32.89% |
$66.7K - $72.5K
|
1.6K
$291K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
395+ 1.54% |
$66.5K - $72.3K
|
26.1K
$4.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
383+ 6.51% |
$64.5K - $70.1K
|
6.27K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
383+ 5.24% |
$64.5K - $70.1K
|
7.69K
$1.4M
|