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 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
152+ 8.83% |
$25.6K - $27.8K
|
1.87K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
152+ 0.14% |
$25.6K - $27.8K
|
106K
$19.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
151+ 8.65% |
$25.4K - $27.6K
|
1.9K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
151+ 0.71% |
$25.4K - $27.6K
|
21.3K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
150+ 5.22% |
$25.3K - $27.4K
|
3.03K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
150+ 4.5% |
$25.3K - $27.4K
|
3.48K
$634K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
148+ 2.59% |
$24.9K - $27.1K
|
5.87K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
146+ 0.41% |
$24.6K - $26.7K
|
35.6K
$6.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
140+ 3.2% |
$23.6K - $25.6K
|
4.51K
$822K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
140New |
$23.6K - $25.6K
|
140
$25.5K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
136New |
$22.9K - $24.9K
|
136
$24.8K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
134+ 558.33% |
$22.6K - $24.5K
|
158
$28.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
132+ 1.17% |
$22.2K - $24.2K
|
11.4K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
126+ 0.55% |
$21.2K - $23.1K
|
22.9K
$4.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
125+ 0.98% |
$21.1K - $22.9K
|
12.9K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
122+ 3.0% |
$20.6K - $22.3K
|
4.19K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
121+ 1.15% |
$20.4K - $22.1K
|
10.6K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
118+ 6.6% |
$19.9K - $21.6K
|
1.91K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 1.36% |
$19.9K - $21.6K
|
8.78K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
117+ 17.97% |
$19.7K - $21.4K
|
768
$140K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
117+ 0.75% |
$19.7K - $21.4K
|
15.7K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
116+ 5.94% |
$19.5K - $21.2K
|
2.07K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
115New |
$19.4K - $21K
|
115
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
115+ 9.3% |
$19.4K - $21K
|
1.35K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
113+ 3.14% |
$19K - $20.7K
|
3.72K
$677K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
112+ 2.1% |
$18.9K - $20.5K
|
5.46K
$994K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
110+ 6.86% |
$18.5K - $20.1K
|
1.71K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
106+ 1.27% |
$17.9K - $19.4K
|
8.43K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
104+ 3.03% |
$17.5K - $19K
|
3.54K
$645K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
104+ 1.18% |
$17.5K - $19K
|
8.93K
$1.63M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
101+ 2.02% |
$17K - $18.5K
|
5.09K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
100+ 1.16% |
$16.8K - $18.3K
|
8.75K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
95+ 3.23% |
$16K - $17.4K
|
3.03K
$552K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
94+ 1.26% |
$15.8K - $17.2K
|
7.57K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
92+ 3.29% |
$15.5K - $16.8K
|
2.89K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89+ 4.91% |
$15K - $16.3K
|
1.9K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
89+ 0.93% |
$15K - $16.3K
|
9.71K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
88+ 3.48% |
$14.8K - $16.1K
|
2.62K
$477K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
88+ 2.36% |
$14.8K - $16.1K
|
3.82K
$696K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
88New |
$14.8K - $16.1K
|
88
$16K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
87+ 2.83% |
$14.7K - $15.9K
|
3.16K
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
86+ 0.81% |
$14.5K - $15.7K
|
10.7K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
86+ 6.55% |
$14.5K - $15.7K
|
1.4K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
85+ 1.33% |
$14.3K - $15.6K
|
6.48K
$1.18M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
85+ 0.76% |
$14.3K - $15.6K
|
11.3K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
83+ 2.97% |
$14K - $15.2K
|
2.88K
$525K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82New |
$13.8K - $15K
|
82
$14.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
76+ 0.03% |
$12.8K - $13.9K
|
261K
$47.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
76+ 0.72% |
$12.8K - $13.9K
|
10.7K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
75+ 0.34% |
$12.6K - $13.7K
|
22.4K
$4.08M
|