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 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-150- 1.33% |
$25.3K - $27.4K
|
11.1K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-151- 8.87% |
$25.4K - $27.6K
|
1.55K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-151- 2.75% |
$25.4K - $27.6K
|
5.33K
$971K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-153- 1.23% |
$25.8K - $28K
|
12.3K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-154- 3.6% |
$25.9K - $28.2K
|
4.12K
$751K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-155- 2.64% |
$26.1K - $28.4K
|
5.72K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-155- 3.14% |
$26.1K - $28.4K
|
4.78K
$871K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-156- 3.72% |
$26.3K - $28.5K
|
4.04K
$736K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-156- 4.28% |
$26.3K - $28.5K
|
3.49K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-157- 0.88% |
$26.4K - $28.7K
|
17.6K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-160- 5.14% |
$27K - $29.3K
|
2.96K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-160- 1.75% |
$27K - $29.3K
|
8.98K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-160- 1.82% |
$27K - $29.3K
|
8.62K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-164- 5.39% |
$27.6K - $30K
|
2.88K
$524K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-165- 6.63% |
$27.8K - $30.2K
|
2.33K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-166- 56.27% |
$28K - $30.4K
|
129
$23.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-167- 16.95% |
$28.1K - $30.6K
|
818
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-170- 12.04% |
$28.6K - $31.1K
|
1.24K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-172- 1.64% |
$29K - $31.5K
|
10.3K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-175- 2.74% |
$29.5K - $32K
|
6.21K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-176- 13.62% |
$29.7K - $32.2K
|
1.12K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-176- 7.22% |
$29.7K - $32.2K
|
2.26K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-179- 1.15% |
$30.2K - $32.8K
|
15.4K
$2.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-180- 2.82% |
$30.3K - $32.9K
|
6.21K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-180- 0.29% |
$30.3K - $32.9K
|
61.2K
$11.1M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-181- 6.58% |
$30.5K - $33.1K
|
2.57K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-181- 1.63% |
$30.5K - $33.1K
|
10.9K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-183- 0.66% |
$30.8K - $33.5K
|
27.4K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-183- 2.49% |
$30.8K - $33.5K
|
7.16K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-184- 1.67% |
$31K - $33.7K
|
10.8K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-184- 0.57% |
$31K - $33.7K
|
31.8K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-184- 10.86% |
$31K - $33.7K
|
1.51K
$275K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-188- 12.69% |
$31.7K - $34.4K
|
1.29K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-189- 2.96% |
$31.8K - $34.6K
|
6.2K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-189- 5.33% |
$31.8K - $34.6K
|
3.36K
$611K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-189- 7.44% |
$31.8K - $34.6K
|
2.35K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-191- 0.47% |
$32.2K - $34.9K
|
40.5K
$7.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-193- 0.73% |
$32.5K - $35.3K
|
26.3K
$4.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-194- 2.97% |
$32.7K - $35.5K
|
6.33K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-194- 2.97% |
$32.7K - $35.5K
|
6.34K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-198- 5.97% |
$33.4K - $36.2K
|
3.12K
$568K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-198- 1.01% |
$33.4K - $36.2K
|
19.4K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-198- 3.19% |
$33.4K - $36.2K
|
6.01K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-199- 7.56% |
$33.5K - $36.4K
|
2.43K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-199- 2.71% |
$33.5K - $36.4K
|
7.16K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-200- 3.06% |
$33.7K - $36.6K
|
6.33K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-200- 8.89% |
$33.7K - $36.6K
|
2.05K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-203- 1.04% |
$34.2K - $37.1K
|
19.3K
$3.51M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-206- 3.76% |
$34.7K - $37.7K
|
5.28K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-208- 4.74% |
$35K - $38.1K
|
4.18K
$761K
|