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
|
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
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
36+ 0.91% |
$6.06K - $6.59K
|
4.01K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
35+ 2.71% |
$5.9K - $6.4K
|
1.33K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.97% |
$5.73K - $6.22K
|
1.76K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.17% |
$5.73K - $6.22K
|
20K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
33+ 1.8% |
$5.56K - $6.04K
|
1.87K
$340K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.16% |
$5.22K - $5.67K
|
20K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
31+ 0.86% |
$5.22K - $5.67K
|
3.62K
$659K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
30+ 0.15% |
$5.05K - $5.49K
|
20.3K
$3.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 0.19% |
$5.05K - $5.49K
|
15.9K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.43% |
$5.05K - $5.49K
|
6.96K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
29+ 0.83% |
$4.89K - $5.31K
|
3.54K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
29+ 1.59% |
$4.89K - $5.31K
|
1.85K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28+ 1.23% |
$4.72K - $5.12K
|
2.3K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27+ 1.93% |
$4.55K - $4.94K
|
1.43K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 1.8% |
$4.55K - $4.94K
|
1.53K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
27+ 0.15% |
$4.55K - $4.94K
|
18.6K
$3.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.96% |
$4.38K - $4.76K
|
1.35K
$247K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
26+ 1.19% |
$4.38K - $4.76K
|
2.21K
$403K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
25+ 48.08% |
$4.21K - $4.57K
|
77
$14K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
25+ 0.09% |
$4.21K - $4.57K
|
27.9K
$5.07M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
25+ 0.41% |
$4.21K - $4.57K
|
6.11K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.33% |
$4.21K - $4.57K
|
7.67K
$1.4M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 1.54% |
$4.21K - $4.57K
|
1.65K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
24+ 0.3% |
$4.04K - $4.39K
|
8.16K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24+ 0.74% |
$4.04K - $4.39K
|
3.25K
$592K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
24+ 1.0% |
$4.04K - $4.39K
|
2.42K
$440K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24+ 1.07% |
$4.04K - $4.39K
|
2.26K
$412K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
23+ 0.2% |
$3.87K - $4.21K
|
11.8K
$2.14M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23+ 0.47% |
$3.87K - $4.21K
|
4.95K
$901K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
22+ 0.46% |
$3.71K - $4.03K
|
4.83K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 0.35% |
$3.54K - $3.84K
|
5.94K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 1.47% |
$3.37K - $3.66K
|
1.38K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
20+ 1.09% |
$3.37K - $3.66K
|
1.85K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
20+ 0.07% |
$3.37K - $3.66K
|
27.5K
$5M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
19+ 0.4% |
$3.2K - $3.48K
|
4.8K
$875K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.65% |
$3.03K - $3.29K
|
2.78K
$507K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.33% |
$3.03K - $3.29K
|
5.48K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
18+ 0.03% |
$3.03K - $3.29K
|
61.8K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
17+ 0.35% |
$2.86K - $3.11K
|
4.94K
$899K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.43% |
$2.86K - $3.11K
|
3.94K
$717K
|