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
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
260+ 17.69% |
$43.8K - $47.6K
|
1.73K
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
254+ 6.39% |
$42.8K - $46.5K
|
4.23K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
249+ 7.23% |
$41.9K - $45.6K
|
3.69K
$672K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
249+ 5.19% |
$41.9K - $45.6K
|
5.05K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
248+ 1.2% |
$41.8K - $45.4K
|
21K
$3.82M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
248+ 23.01% |
$41.8K - $45.4K
|
1.33K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
246+ 3.19% |
$41.4K - $45K
|
7.96K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
244+ 4.73% |
$41.1K - $44.6K
|
5.4K
$983K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
237+ 1.86% |
$39.9K - $43.4K
|
12.9K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
232+ 8.21% |
$39.1K - $42.5K
|
3.06K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
232+ 8.29% |
$39.1K - $42.5K
|
3.03K
$552K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
231+ 3.56% |
$38.9K - $42.3K
|
6.71K
$1.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
229+ 0.68% |
$38.6K - $41.9K
|
33.8K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
229+ 5.01% |
$38.6K - $41.9K
|
4.8K
$874K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
225+ 2.97% |
$37.9K - $41.2K
|
7.79K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
224+ 1.16% |
$37.7K - $41K
|
19.5K
$3.54M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
220+ 0.71% |
$37.1K - $40.3K
|
31.2K
$5.68M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
219+ 3.24% |
$36.9K - $40.1K
|
6.97K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
218+ 0.41% |
$36.7K - $39.9K
|
53.7K
$9.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
216+ 1.88% |
$36.4K - $39.5K
|
11.7K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
214+ 1.39% |
$36.1K - $39.2K
|
15.7K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
214+ 0.49% |
$36.1K - $39.2K
|
44.2K
$8.04M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
213+ 15.56% |
$35.9K - $39K
|
1.58K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210+ 1.33% |
$35.4K - $38.4K
|
16K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
208New |
$35K - $38.1K
|
208
$37.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
204+ 99.51% |
$34.4K - $37.3K
|
409
$74.5K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
202+ 2.65% |
$34K - $37K
|
7.81K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
198+ 0.23% |
$33.4K - $36.2K
|
85.4K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
196+ 0.92% |
$33K - $35.9K
|
21.5K
$3.91M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195+ 165.25% |
$32.9K - $35.7K
|
313
$57K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
193+ 0.69% |
$32.5K - $35.3K
|
28.3K
$5.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
185New |
$31.2K - $33.9K
|
185
$33.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
184+ 1.38% |
$31K - $33.7K
|
13.6K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
183+ 0.27% |
$30.8K - $33.5K
|
66.9K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
182+ 2.18% |
$30.7K - $33.3K
|
8.52K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
177+ 3.61% |
$29.8K - $32.4K
|
5.08K
$925K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
177+ 32.12% |
$29.8K - $32.4K
|
728
$133K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
175+ 0.34% |
$29.5K - $32K
|
51.6K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
174+ 0.03% |
$29.3K - $31.8K
|
642K
$117M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
173+ 9.15% |
$29.1K - $31.7K
|
2.06K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
172New |
$29K - $31.5K
|
172
$31.3K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
171+ 2.44% |
$28.8K - $31.3K
|
7.17K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
170+ 5.64% |
$28.6K - $31.1K
|
3.18K
$580K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
170+ 11.19% |
$28.6K - $31.1K
|
1.69K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
167+ 1.34% |
$28.1K - $30.6K
|
12.6K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
165+ 11.76% |
$27.8K - $30.2K
|
1.57K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$27K - $29.3K
|
160
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
158+ 3.35% |
$26.6K - $28.9K
|
4.87K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
155+ 0.36% |
$26.1K - $28.4K
|
42.6K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 0.19% |
$25.8K - $28K
|
81.1K
$14.8M
|