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 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
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$842 - $915
|
4.54K
$828K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.29% |
$842 - $915
|
1.71K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.31% |
$842 - $915
|
1.61K
$293K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.24% |
$842 - $915
|
2.13K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5+ 0.2% |
$842 - $915
|
2.53K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$842 - $915
|
8.2K
$1.49M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$842 - $915
|
24K
$4.38M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.06% |
$842 - $915
|
8.06K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4+ 0.25% |
$674 - $732
|
1.58K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$674 - $732
|
1.56K
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.23% |
$674 - $732
|
1.75K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
4+ 0.06% |
$674 - $732
|
6.43K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.08% |
$674 - $732
|
4.97K
$905K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.06% |
$674 - $732
|
6.69K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.26% |
$674 - $732
|
1.53K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.18% |
$674 - $732
|
2.21K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.27% |
$674 - $732
|
1.47K
$267K
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4+ 0.02% |
$674 - $732
|
17.5K
$3.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.22% |
$505 - $549
|
1.37K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.23% |
$505 - $549
|
1.3K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.06% |
$505 - $549
|
5.41K
$986K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.49% |
$505 - $549
|
616
$112K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3+ 0.06% |
$505 - $549
|
4.92K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.18% |
$505 - $549
|
1.68K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.24% |
$505 - $549
|
1.28K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.4% |
$505 - $549
|
744
$136K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$505 - $549
|
2.59K
$472K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$505 - $549
|
2.07K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 0.17% |
$505 - $549
|
1.74K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3+ 0.12% |
$505 - $549
|
2.55K
$465K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.16% |
$505 - $549
|
1.87K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.68% |
$337 - $366
|
297
$54.1K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.17% |
$337 - $366
|
1.18K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$337 - $366
|
2.73K
$497K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2+ 0.05% |
$337 - $366
|
3.92K
$713K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.1% |
$337 - $366
|
1.97K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.11% |
$337 - $366
|
1.86K
$340K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.15% |
$337 - $366
|
1.32K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$337 - $366
|
3.28K
$597K
|