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 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-95- 6.13% |
$16K - $17.4K
|
1.46K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 2.88% |
$16.3K - $17.7K
|
3.27K
$596K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-98- 0.54% |
$16.5K - $17.9K
|
18.1K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-99- 0.22% |
$16.7K - $18.1K
|
45.2K
$8.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-100- 1.62% |
$16.8K - $18.3K
|
6.06K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 4.44% |
$16.8K - $18.3K
|
2.15K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-100- 2.92% |
$16.8K - $18.3K
|
3.33K
$606K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 12.5% |
$16.8K - $18.3K
|
700
$128K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-100- 1.03% |
$16.8K - $18.3K
|
9.57K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-102- 0.4% |
$17.2K - $18.7K
|
25.4K
$4.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-105- 7.5% |
$17.7K - $19.2K
|
1.3K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-106- 2.71% |
$17.9K - $19.4K
|
3.81K
$694K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-107- 7.1% |
$18K - $19.6K
|
1.4K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-110- 0.9% |
$18.5K - $20.1K
|
12.2K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-111- 0.39% |
$18.7K - $20.3K
|
28.7K
$5.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-111- 0.9% |
$18.7K - $20.3K
|
12.2K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-112- 0.71% |
$18.9K - $20.5K
|
15.6K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-113- 9.36% |
$19K - $20.7K
|
1.09K
$199K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-114- 0.22% |
$19.2K - $20.9K
|
52.2K
$9.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-114- 2.06% |
$19.2K - $20.9K
|
5.41K
$985K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-115- 1.81% |
$19.4K - $21K
|
6.24K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-116- 0.54% |
$19.5K - $21.2K
|
21.4K
$3.9M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-117- 0.21% |
$19.7K - $21.4K
|
56.7K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-120- 1.14% |
$20.2K - $22K
|
10.4K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-121- 0.92% |
$20.4K - $22.1K
|
13K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122- 1.06% |
$20.6K - $22.3K
|
11.3K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-124- 3.25% |
$20.9K - $22.7K
|
3.69K
$672K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-125- 49.21% |
$21.1K - $22.9K
|
129
$23.5K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-125- 8.1% |
$21.1K - $22.9K
|
1.42K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-126- 3.44% |
$21.2K - $23.1K
|
3.54K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-127- 0.56% |
$21.4K - $23.2K
|
22.4K
$4.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-129- 0.77% |
$21.7K - $23.6K
|
16.7K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-129- 0.36% |
$21.7K - $23.6K
|
35.3K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-133- 4.05% |
$22.4K - $24.3K
|
3.15K
$575K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-133- 2.73% |
$22.4K - $24.3K
|
4.74K
$863K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-135- 2.97% |
$22.7K - $24.7K
|
4.41K
$802K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-139- 1.63% |
$23.4K - $25.4K
|
8.38K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-140- 0.82% |
$23.6K - $25.6K
|
16.9K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-140- 10.41% |
$23.6K - $25.6K
|
1.21K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-144- 24.04% |
$24.3K - $26.3K
|
455
$82.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-144- 3.71% |
$24.3K - $26.3K
|
3.74K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-146- 0.75% |
$24.6K - $26.7K
|
19.2K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-147- 1.05% |
$24.8K - $26.9K
|
13.9K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-148- 50.0% |
$24.9K - $27.1K
|
148
$27K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-148- 1.22% |
$24.9K - $27.1K
|
12K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-149- 0.24% |
$25.1K - $27.3K
|
62.3K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-149- 5.89% |
$25.1K - $27.3K
|
2.38K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-149- 0.75% |
$25.1K - $27.3K
|
19.8K
$3.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 0.46% |
$25.3K - $27.4K
|
32.3K
$5.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 0.4% |
$25.3K - $27.4K
|
37.1K
$6.76M
|