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
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 17.3% |
$8.42K - $9.15K
|
239
$43.5K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-50- 0.61% |
$8.42K - $9.15K
|
8.1K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-51- 60.0% |
$8.59K - $9.33K
|
34
$6.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-52- 1.25% |
$8.76K - $9.51K
|
4.1K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-53- 0.82% |
$8.93K - $9.7K
|
6.4K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-54- 0.97% |
$9.1K - $9.88K
|
5.51K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-54- 2.42% |
$9.1K - $9.88K
|
2.18K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-55- 1.01% |
$9.27K - $10.1K
|
5.4K
$983K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-56- 0.28% |
$9.43K - $10.2K
|
20K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-56- 2.86% |
$9.43K - $10.2K
|
1.9K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 0.18% |
$9.43K - $10.2K
|
31.6K
$5.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-56- 1.73% |
$9.43K - $10.2K
|
3.19K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-57- 0.19% |
$9.6K - $10.4K
|
29.3K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-58- 0.59% |
$9.77K - $10.6K
|
9.71K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-61- 0.56% |
$10.3K - $11.2K
|
10.9K
$1.98M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-61- 0.95% |
$10.3K - $11.2K
|
6.34K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-62- 1.91% |
$10.4K - $11.3K
|
3.18K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-63- 1.45% |
$10.6K - $11.5K
|
4.29K
$782K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-64- 12.19% |
$10.8K - $11.7K
|
461
$84K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-64- 0.35% |
$10.8K - $11.7K
|
18.1K
$3.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-65- 2.87% |
$11K - $11.9K
|
2.2K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-65- 1.61% |
$11K - $11.9K
|
3.98K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-65- 0.9% |
$11K - $11.9K
|
7.13K
$1.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-66- 0.74% |
$11.1K - $12.1K
|
8.87K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 5.41% |
$11.5K - $12.4K
|
1.19K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-69- 0.93% |
$11.6K - $12.6K
|
7.35K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-72- 2.11% |
$12.1K - $13.2K
|
3.34K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-73- 3.42% |
$12.3K - $13.4K
|
2.06K
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-73- 3.89% |
$12.3K - $13.4K
|
1.8K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-73- 3.72% |
$12.3K - $13.4K
|
1.89K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-73- 0.34% |
$12.3K - $13.4K
|
21.3K
$3.88M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-74- 0.45% |
$12.5K - $13.5K
|
16.3K
$2.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-75- 3.88% |
$12.6K - $13.7K
|
1.86K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-76- 0.12% |
$12.8K - $13.9K
|
62.3K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-76- 0.27% |
$12.8K - $13.9K
|
27.8K
$5.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-79- 0.76% |
$13.3K - $14.5K
|
10.3K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-80- 0.4% |
$13.5K - $14.6K
|
19.8K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 3.32% |
$13.6K - $14.8K
|
2.36K
$430K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-82- 2.39% |
$13.8K - $15K
|
3.36K
$611K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-84- 0.85% |
$14.2K - $15.4K
|
9.79K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.32% |
$14.3K - $15.6K
|
26.6K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-85- 2.36% |
$14.3K - $15.6K
|
3.52K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-85- 84.16% |
$14.3K - $15.6K
|
16
$2.91K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-89- 2.65% |
$15K - $16.3K
|
3.26K
$595K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-90- 0.42% |
$15.2K - $16.5K
|
21.2K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-90- 4.92% |
$15.2K - $16.5K
|
1.74K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-91- 7.15% |
$15.3K - $16.7K
|
1.18K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-93- 4.71% |
$15.7K - $17K
|
1.88K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-93- 1.08% |
$15.7K - $17K
|
8.51K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-95- 1.65% |
$16K - $17.4K
|
5.66K
$1.03M
|