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 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 0.37% |
$2.19K - $2.38K
|
3.56K
$648K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.16% |
$2.02K - $2.2K
|
7.62K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.37% |
$1.85K - $2.01K
|
3.01K
$549K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
11+ 0.25% |
$1.85K - $2.01K
|
4.37K
$796K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.36% |
$1.85K - $2.01K
|
3.04K
$553K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
11+ 0.58% |
$1.85K - $2.01K
|
1.9K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.07% |
$1.85K - $2.01K
|
14.8K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.07% |
$1.85K - $2.01K
|
15.1K
$2.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.02% |
$1.68K - $1.83K
|
42.2K
$7.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.68K - $1.83K
|
2.28K
$415K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.41% |
$1.68K - $1.83K
|
2.46K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.3% |
$1.68K - $1.83K
|
3.32K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.96% |
$1.68K - $1.83K
|
1.06K
$192K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
9+ 0.22% |
$1.52K - $1.65K
|
4.15K
$755K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.12% |
$1.52K - $1.65K
|
7.24K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
9+ 0.25% |
$1.52K - $1.65K
|
3.63K
$662K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
9+ 0.4% |
$1.52K - $1.65K
|
2.24K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$1.52K - $1.65K
|
46.3K
$8.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9+ 0.16% |
$1.52K - $1.65K
|
5.56K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9+ 0.23% |
$1.52K - $1.65K
|
3.91K
$713K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$1.52K - $1.65K
|
6.32K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9+ 0.04% |
$1.52K - $1.65K
|
22.6K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9+ 0.31% |
$1.52K - $1.65K
|
2.96K
$539K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
9+ 0.04% |
$1.52K - $1.65K
|
20.2K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.26% |
$1.52K - $1.65K
|
3.42K
$623K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.36% |
$1.35K - $1.46K
|
2.22K
$405K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.16% |
$1.35K - $1.46K
|
5.05K
$919K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
7+ 0.07% |
$1.18K - $1.28K
|
10.5K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7+ 0.19% |
$1.18K - $1.28K
|
3.6K
$656K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.72K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.7K
$310K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.25% |
$1.01K - $1.1K
|
2.42K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.29% |
$1.01K - $1.1K
|
2.08K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.43% |
$1.01K - $1.1K
|
1.41K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6+ 0.05% |
$1.01K - $1.1K
|
13K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.09% |
$1.01K - $1.1K
|
6.75K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6+ 0.23% |
$1.01K - $1.1K
|
2.56K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6+ 0.43% |
$1.01K - $1.1K
|
1.4K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6+ 0.19% |
$1.01K - $1.1K
|
3.17K
$578K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
6+ 0.43% |
$1.01K - $1.1K
|
1.39K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$842 - $915
|
2.59K
$471K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.36% |
$842 - $915
|
1.4K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.31% |
$842 - $915
|
1.6K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.19% |
$842 - $915
|
2.7K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.06% |
$842 - $915
|
8.06K
$1.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5+ 0.4% |
$842 - $915
|
1.25K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$842 - $915
|
2.71K
$494K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.25% |
$842 - $915
|
2.03K
$369K
|