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 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
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-210- 2.74% |
$35.4K - $38.4K
|
7.44K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-210- 0.79% |
$35.4K - $38.4K
|
26.5K
$4.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-210- 1.05% |
$35.4K - $38.4K
|
19.8K
$3.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-211- 1.67% |
$35.5K - $38.6K
|
12.4K
$2.27M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-216- 5.36% |
$36.4K - $39.5K
|
3.81K
$694K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-217- 7.77% |
$36.6K - $39.7K
|
2.57K
$469K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-219- 8.69% |
$36.9K - $40.1K
|
2.3K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-220- 3.83% |
$37.1K - $40.3K
|
5.53K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-221- 1.18% |
$37.2K - $40.4K
|
18.5K
$3.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-221- 8.2% |
$37.2K - $40.4K
|
2.47K
$451K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-222- 2.88% |
$37.4K - $40.6K
|
7.5K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-222- 9.41% |
$37.4K - $40.6K
|
2.14K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-225- 1.72% |
$37.9K - $41.2K
|
12.9K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-226- 6.52% |
$38.1K - $41.4K
|
3.24K
$590K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-227- 5.9% |
$38.2K - $41.5K
|
3.62K
$659K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-227- 2.56% |
$38.2K - $41.5K
|
8.63K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-228- 1.76% |
$38.4K - $41.7K
|
12.7K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-229- 3.07% |
$38.6K - $41.9K
|
7.24K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-230- 5.22% |
$38.7K - $42.1K
|
4.18K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-232- 3.08% |
$39.1K - $42.5K
|
7.31K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-234- 5.79% |
$39.4K - $42.8K
|
3.81K
$694K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-234- 1.04% |
$39.4K - $42.8K
|
22.2K
$4.04M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-237- 1.86% |
$39.9K - $43.4K
|
12.5K
$2.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-240- 1.56% |
$40.4K - $43.9K
|
15.1K
$2.76M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-240- 7.03% |
$40.4K - $43.9K
|
3.18K
$579K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-241- 10.23% |
$40.6K - $44.1K
|
2.12K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-243- 0.45% |
$40.9K - $44.5K
|
53.6K
$9.76M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-244- 5.67% |
$41.1K - $44.6K
|
4.06K
$740K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-245- 53.38% |
$41.3K - $44.8K
|
214
$39K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-248- 3.1% |
$41.8K - $45.4K
|
7.76K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-250- 10.65% |
$42.1K - $45.7K
|
2.1K
$382K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-251- 39.04% |
$42.3K - $45.9K
|
392
$71.4K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-251- 2.01% |
$42.3K - $45.9K
|
12.2K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-251- 1.32% |
$42.3K - $45.9K
|
18.8K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-254- 84.67% |
$42.8K - $46.5K
|
46
$8.38K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-257- 18.02% |
$43.3K - $47K
|
1.17K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-259- 1.58% |
$43.6K - $47.4K
|
16.1K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-259- 1.38% |
$43.6K - $47.4K
|
18.5K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-263- 5.63% |
$44.3K - $48.1K
|
4.41K
$802K
|