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 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$2.19K - $2.38K
|
2.97K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-13- 0.08% |
$2.19K - $2.38K
|
15.4K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14- 0.37% |
$2.36K - $2.56K
|
3.82K
$696K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.25% |
$2.53K - $2.74K
|
5.92K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-15- 0.42% |
$2.53K - $2.74K
|
3.58K
$652K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.12% |
$2.53K - $2.74K
|
12.3K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 15.96% |
$2.53K - $2.74K
|
79
$14.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 0.71% |
$2.86K - $3.11K
|
2.36K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-17- 0.21% |
$2.86K - $3.11K
|
8.1K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-18- 0.32% |
$3.03K - $3.29K
|
5.64K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 1.38% |
$3.37K - $3.66K
|
1.43K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 0.54% |
$3.37K - $3.66K
|
3.68K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-20- 0.28% |
$3.37K - $3.66K
|
7.05K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-22- 0.37% |
$3.71K - $4.03K
|
5.95K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-24- 0.64% |
$4.04K - $4.39K
|
3.73K
$680K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.29% |
$4.04K - $4.39K
|
8.35K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-25- 0.22% |
$4.21K - $4.57K
|
11.3K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 4.98% |
$4.38K - $4.76K
|
496
$90.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 1.87% |
$4.38K - $4.76K
|
1.36K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-28- 1.2% |
$4.72K - $5.12K
|
2.3K
$419K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 0.61% |
$4.72K - $5.12K
|
4.55K
$829K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-29- 0.48% |
$4.89K - $5.31K
|
6.02K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30- 0.76% |
$5.05K - $5.49K
|
3.92K
$714K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-30- 0.85% |
$5.05K - $5.49K
|
3.48K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-30- 1.84% |
$5.05K - $5.49K
|
1.6K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-31- 1.97% |
$5.22K - $5.67K
|
1.54K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-31- 0.74% |
$5.22K - $5.67K
|
4.17K
$760K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-33- 0.72% |
$5.56K - $6.04K
|
4.53K
$825K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-33- 2.27% |
$5.56K - $6.04K
|
1.42K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-33- 0.37% |
$5.56K - $6.04K
|
8.8K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-33- 44.59% |
$5.56K - $6.04K
|
41
$7.47K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-34- 1.6% |
$5.73K - $6.22K
|
2.09K
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-35- 0.56% |
$5.9K - $6.4K
|
6.27K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-35- 2.28% |
$5.9K - $6.4K
|
1.5K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-35- 1.26% |
$5.9K - $6.4K
|
2.73K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-38- 1.46% |
$6.4K - $6.95K
|
2.57K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39- 0.3% |
$6.57K - $7.14K
|
12.8K
$2.32M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-40- 0.29% |
$6.74K - $7.32K
|
13.8K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-40- 0.7% |
$6.74K - $7.32K
|
5.65K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-40- 3.22% |
$6.74K - $7.32K
|
1.2K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-40- 1.27% |
$6.74K - $7.32K
|
3.1K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-41- 0.27% |
$6.91K - $7.5K
|
15.4K
$2.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-43- 0.93% |
$7.24K - $7.87K
|
4.59K
$835K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-45- 3.57% |
$7.58K - $8.23K
|
1.21K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45- 0.34% |
$7.58K - $8.23K
|
13.3K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-45- 2.08% |
$7.58K - $8.23K
|
2.12K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 3.72% |
$7.75K - $8.42K
|
1.19K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-47- 0.76% |
$7.92K - $8.6K
|
6.15K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-48- 1.25% |
$8.09K - $8.78K
|
3.8K
$692K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 6.75% |
$8.26K - $8.97K
|
677
$123K
|