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 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-297- 0.41% |
$50K - $54.3K
|
72.2K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 8.52% |
$50.5K - $54.9K
|
3.22K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-300- 18.35% |
$50.5K - $54.9K
|
1.34K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-300- 2.34% |
$50.5K - $54.9K
|
12.5K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-302- 1.99% |
$50.9K - $55.3K
|
14.9K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-310- 1.18% |
$52.2K - $56.7K
|
25.9K
$4.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-320- 0.94% |
$53.9K - $58.6K
|
33.6K
$6.11M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-320- 21.68% |
$53.9K - $58.6K
|
1.16K
$211K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-320- 2.94% |
$53.9K - $58.6K
|
10.6K
$1.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-322- 4.71% |
$54.2K - $58.9K
|
6.52K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-324- 7.65% |
$54.6K - $59.3K
|
3.91K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-326- 8.82% |
$54.9K - $59.7K
|
3.37K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-327- 0.84% |
$55.1K - $59.8K
|
38.5K
$7.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-329- 7.94% |
$55.4K - $60.2K
|
3.81K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-333- 4.37% |
$56.1K - $60.9K
|
7.29K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-338- 12.7% |
$56.9K - $61.8K
|
2.32K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-344- 0.71% |
$58K - $62.9K
|
47.8K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-344- 0.77% |
$58K - $62.9K
|
44.3K
$8.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-348- 12.45% |
$58.6K - $63.7K
|
2.45K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-348- 0.92% |
$58.6K - $63.7K
|
37.4K
$6.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-349- 0.99% |
$58.8K - $63.9K
|
34.8K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-354- 6.03% |
$59.6K - $64.8K
|
5.52K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-355- 5.64% |
$59.8K - $65K
|
5.94K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-356- 9.3% |
$60K - $65.1K
|
3.47K
$632K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-357- 12.57% |
$60.1K - $65.3K
|
2.48K
$452K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-361- 27.18% |
$60.8K - $66.1K
|
967
$176K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-363- 57.53% |
$61.2K - $66.4K
|
268
$48.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-364- 0.66% |
$61.3K - $66.6K
|
54.8K
$9.97M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-364- 23.42% |
$61.3K - $66.6K
|
1.19K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-365- 1.93% |
$61.5K - $66.8K
|
18.6K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-365- 4.99% |
$61.5K - $66.8K
|
6.95K
$1.27M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-366- 4.6% |
$61.7K - $67K
|
7.58K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-367- 4.85% |
$61.8K - $67.2K
|
7.2K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-368- 2.18% |
$62K - $67.3K
|
16.5K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-369- 12.97% |
$62.2K - $67.5K
|
2.48K
$451K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-374- 0.39% |
$63K - $68.4K
|
95.2K
$17.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-376- 5.28% |
$63.3K - $68.8K
|
6.74K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-380- 14.5% |
$64K - $69.5K
|
2.24K
$408K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-383- 2.46% |
$64.5K - $70.1K
|
15.2K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-385- 3.84% |
$64.9K - $70.4K
|
9.65K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-388- 0.55% |
$65.4K - $71K
|
69.6K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-388- 9.72% |
$65.4K - $71K
|
3.6K
$656K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-389- 2.97% |
$65.5K - $71.2K
|
12.7K
$2.31M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-397- 22.49% |
$66.9K - $72.6K
|
1.37K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-407- 11.94% |
$68.6K - $74.5K
|
3K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-407- 1.26% |
$68.6K - $74.5K
|
31.8K
$5.79M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-407- 5.7% |
$68.6K - $74.5K
|
6.73K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-409- 5.43% |
$68.9K - $74.8K
|
7.12K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-411- 2.24% |
$69.2K - $75.2K
|
18K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-413- 14.61% |
$69.6K - $75.6K
|
2.41K
$440K
|