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 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 0.36% |
$12.6K - $13.7K
|
21.1K
$3.85M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 0.36% |
$12.6K - $13.7K
|
21.1K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
72+ 2.49% |
$12.1K - $13.2K
|
2.96K
$539K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71+ 2.13% |
$12K - $13K
|
3.41K
$620K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
70+ 0.8% |
$11.8K - $12.8K
|
8.82K
$1.61M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
70New |
$11.8K - $12.8K
|
70
$12.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
69+ 0.28% |
$11.6K - $12.6K
|
25.1K
$4.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
68+ 0.45% |
$11.5K - $12.4K
|
15.3K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
67+ 0.66% |
$11.3K - $12.3K
|
10.3K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 5.59% |
$11.1K - $12.1K
|
1.25K
$227K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
65+ 2.51% |
$11K - $11.9K
|
2.65K
$483K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
65+ 4.11% |
$11K - $11.9K
|
1.65K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
65+ 3.22% |
$11K - $11.9K
|
2.08K
$379K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65+ 4.97% |
$11K - $11.9K
|
1.37K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
63+ 0.39% |
$10.6K - $11.5K
|
16.1K
$2.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62+ 1.09% |
$10.4K - $11.3K
|
5.77K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
62+ 1.65% |
$10.4K - $11.3K
|
3.82K
$696K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
62+ 1.27% |
$10.4K - $11.3K
|
4.93K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 0.75% |
$10.1K - $11K
|
8.1K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
58+ 1.25% |
$9.77K - $10.6K
|
4.69K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
58+ 3.73% |
$9.77K - $10.6K
|
1.61K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
57+ 0.41% |
$9.6K - $10.4K
|
14K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 1.68% |
$9.43K - $10.2K
|
3.39K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
56New |
$9.43K - $10.2K
|
56
$10.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
54+ 0.38% |
$9.1K - $9.88K
|
14.4K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54+ 0.07% |
$9.1K - $9.88K
|
81.7K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
53+ 0.31% |
$8.93K - $9.7K
|
17.4K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
53+ 0.6% |
$8.93K - $9.7K
|
8.91K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
53+ 1.99% |
$8.93K - $9.7K
|
2.72K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
52+ 0.92% |
$8.76K - $9.51K
|
5.71K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
52+ 13.9% |
$8.76K - $9.51K
|
426
$77.6K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52+ 17.11% |
$8.76K - $9.51K
|
356
$64.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
51+ 0.62% |
$8.59K - $9.33K
|
8.33K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51+ 0.15% |
$8.59K - $9.33K
|
33.5K
$6.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
49+ 0.99% |
$8.26K - $8.97K
|
4.99K
$910K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
49+ 1.76% |
$8.26K - $8.97K
|
2.83K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
49+ 6.57% |
$8.26K - $8.97K
|
795
$145K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
47New |
$7.92K - $8.6K
|
47
$8.56K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
47+ 0.39% |
$7.92K - $8.6K
|
12K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
47+ 0.68% |
$7.92K - $8.6K
|
7.01K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46New |
$7.75K - $8.42K
|
46
$8.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 2.38% |
$7.58K - $8.23K
|
1.94K
$353K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
44+ 18.18% |
$7.41K - $8.05K
|
286
$52.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
43+ 2.72% |
$7.24K - $7.87K
|
1.62K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
43+ 3.35% |
$7.24K - $7.87K
|
1.33K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
42+ 2.0% |
$7.08K - $7.69K
|
2.15K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41+ 0.47% |
$6.91K - $7.5K
|
8.83K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
39+ 25.49% |
$6.57K - $7.14K
|
192
$35K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.11% |
$6.4K - $6.95K
|
35.1K
$6.39M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37+ 0.3% |
$6.23K - $6.77K
|
12.3K
$2.23M
|