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 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28.9K+ 1686.74% |
$4.86M - $5.28M
|
30.6K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
28.9K+ 47.53% |
$4.86M - $5.28M
|
89.6K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
28.5KNew |
$4.8M - $5.21M
|
28.5K
$5.18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.8K+ 5.49% |
$4.68M - $5.08M
|
533K
$97.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.1K+ 38.35% |
$4.4M - $4.78M
|
94.2K
$17.2M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26K+ 268.75% |
$4.38M - $4.76M
|
35.7K
$6.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25.6K+ 6.95% |
$4.31M - $4.68M
|
394K
$71.8M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25K+ 75.82% |
$4.21M - $4.57M
|
58K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
24.9K+ 58.23% |
$4.2M - $4.56M
|
67.7K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
23.6K+ 9.32% |
$3.98M - $4.32M
|
277K
$50.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.3K+ 777.62% |
$3.92M - $4.26M
|
26.3K
$4.79M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
22.3KNew |
$3.76M - $4.08M
|
22.3K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
21.4KNew |
$3.6M - $3.91M
|
21.4K
$3.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21.1KNew |
$3.55M - $3.86M
|
21.1K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 1.36% |
$3.48M - $3.78M
|
1.54M
$281M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.3K+ 115.24% |
$3.42M - $3.71M
|
37.9K
$6.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20.2K+ 311.86% |
$3.4M - $3.69M
|
26.7K
$4.86M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.2K+ 6.38% |
$3.4M - $3.69M
|
336K
$61.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.1K+ 98.15% |
$3.39M - $3.69M
|
40.7K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20.1K+ 462.73% |
$3.39M - $3.68M
|
24.4K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19.5KNew |
$3.29M - $3.57M
|
19.5K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 5.69% |
$3.28M - $3.56M
|
361K
$65.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.3K+ 156.38% |
$3.26M - $3.54M
|
31.7K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
17.9K+ 24.74% |
$3.02M - $3.28M
|
90.3K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 0.96% |
$2.99M - $3.25M
|
1.88M
$342M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.7K+ 73.18% |
$2.98M - $3.23M
|
41.8K
$7.61M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17.4K+ 112.14% |
$2.94M - $3.19M
|
33K
$6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 0.33% |
$2.93M - $3.18M
|
5.32M
$968M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.2K+ 22.17% |
$2.9M - $3.15M
|
94.8K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17.1K+ 51.07% |
$2.87M - $3.12M
|
50.5K
$9.19M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
17KNew |
$2.87M - $3.11M
|
17K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
16.9KNew |
$2.85M - $3.1M
|
16.9K
$3.09M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
16.7KNew |
$2.82M - $3.06M
|
16.7K
$3.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16.5K+ 28.74% |
$2.78M - $3.02M
|
73.9K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
16K+ 6.46% |
$2.7M - $2.93M
|
264K
$48.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16K+ 23.93% |
$2.69M - $2.93M
|
82.9K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.7K+ 2.08% |
$2.65M - $2.88M
|
773K
$141M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
15.5K+ 24.52% |
$2.62M - $2.85M
|
79K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
15KNew |
$2.53M - $2.74M
|
15K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.9K+ 1.87% |
$2.51M - $2.73M
|
811K
$148M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 13.19% |
$2.5M - $2.72M
|
127K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 184.71% |
$2.44M - $2.65M
|
22.3K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.4K+ 29.42% |
$2.42M - $2.63M
|
63.3K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14.4K+ 24.93% |
$2.42M - $2.63M
|
72K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 9.17% |
$2.22M - $2.41M
|
157K
$28.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.9K+ 1.49% |
$2.17M - $2.35M
|
879K
$160M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
12.7K+ 4.18% |
$2.13M - $2.32M
|
316K
$57.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.6K+ 2.52% |
$2.12M - $2.3M
|
511K
$93M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
12.6K+ 11.03% |
$2.12M - $2.3M
|
127K
$23M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12.3K+ 31.47% |
$2.07M - $2.25M
|
51.4K
$9.37M
|