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 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
378+ 4.66% |
$63.7K - $69.2K
|
8.48K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
378+ 3.13% |
$63.7K - $69.2K
|
12.5K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
373+ 19.39% |
$62.8K - $68.3K
|
2.3K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
370+ 7.84% |
$62.3K - $67.7K
|
5.09K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
367+ 1.72% |
$61.8K - $67.2K
|
21.7K
$3.96M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
364+ 9.78% |
$61.3K - $66.6K
|
4.09K
$744K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
362+ 17.25% |
$61K - $66.2K
|
2.46K
$448K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
362+ 45.94% |
$61K - $66.2K
|
1.15K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
360+ 0.33% |
$60.6K - $65.9K
|
110K
$20M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
355+ 1.64% |
$59.8K - $65K
|
22K
$4.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
354New |
$59.6K - $64.8K
|
354
$64.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
352+ 2.93% |
$59.3K - $64.4K
|
12.4K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
352+ 2.29% |
$59.3K - $64.4K
|
15.7K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
351+ 2.84% |
$59.1K - $64.2K
|
12.7K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
348+ 3.78% |
$58.6K - $63.7K
|
9.55K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
341+ 1.81% |
$57.4K - $62.4K
|
19.2K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
337+ 3.14% |
$56.8K - $61.7K
|
11.1K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
334+ 3.33% |
$56.3K - $61.1K
|
10.4K
$1.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
334+ 16.56% |
$56.3K - $61.1K
|
2.35K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
327+ 13.82% |
$55.1K - $59.8K
|
2.69K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
326+ 25.27% |
$54.9K - $59.7K
|
1.62K
$294K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
325+ 11.02% |
$54.8K - $59.5K
|
3.27K
$596K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
323+ 1.78% |
$54.4K - $59.1K
|
18.5K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
320+ 0.68% |
$53.9K - $58.6K
|
47.6K
$8.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
318+ 0.71% |
$53.6K - $58.2K
|
45.4K
$8.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
318New |
$53.6K - $58.2K
|
318
$57.9K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
316+ 2.03% |
$53.2K - $57.8K
|
15.9K
$2.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
311+ 3.69% |
$52.4K - $56.9K
|
8.73K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
309+ 12.59% |
$52.1K - $56.5K
|
2.76K
$503K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
295+ 8.57% |
$49.7K - $54K
|
3.74K
$681K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
288+ 0.13% |
$48.5K - $52.7K
|
219K
$39.9M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
288+ 13.24% |
$48.5K - $52.7K
|
2.46K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
287+ 2.73% |
$48.4K - $52.5K
|
10.8K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
287+ 0.55% |
$48.4K - $52.5K
|
52.6K
$9.59M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
286+ 0.38% |
$48.2K - $52.3K
|
75.1K
$13.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
284+ 7.94% |
$47.8K - $52K
|
3.86K
$704K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
283+ 5.38% |
$47.7K - $51.8K
|
5.54K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
277+ 22.04% |
$46.7K - $50.7K
|
1.53K
$279K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
275+ 15.49% |
$46.3K - $50.3K
|
2.05K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
272+ 1.5% |
$45.8K - $49.8K
|
18.5K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270+ 7.36% |
$45.5K - $49.4K
|
3.94K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
268+ 2.29% |
$45.1K - $49K
|
12K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
267+ 9.31% |
$45K - $48.9K
|
3.14K
$571K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
267+ 14.92% |
$45K - $48.9K
|
2.06K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
265+ 0.87% |
$44.6K - $48.5K
|
30.8K
$5.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
264+ 1.55% |
$44.5K - $48.3K
|
17.3K
$3.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
261+ 1.59% |
$44K - $47.8K
|
16.6K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
261New |
$44K - $47.8K
|
261
$47.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
260+ 1.55% |
$43.8K - $47.6K
|
17.1K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
260+ 1.15% |
$43.8K - $47.6K
|
22.8K
$4.15M
|