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
|
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
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-415- 0.37% |
$69.9K - $75.9K
|
113K
$20.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-419- 11.1% |
$70.6K - $76.7K
|
3.36K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-421- 6.11% |
$70.9K - $77K
|
6.47K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-427- 4.32% |
$71.9K - $78.1K
|
9.45K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-428- 0.69% |
$72.1K - $78.3K
|
61.2K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-429- 9.94% |
$72.3K - $78.5K
|
3.89K
$708K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-433- 8.3% |
$72.9K - $79.2K
|
4.79K
$872K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-435- 21.84% |
$73.3K - $79.6K
|
1.56K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-439- 21.72% |
$74K - $80.3K
|
1.58K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-439- 2.19% |
$74K - $80.3K
|
19.6K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-439- 14.47% |
$74K - $80.3K
|
2.59K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-441- 3.1% |
$74.3K - $80.7K
|
13.8K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-441- 5.57% |
$74.3K - $80.7K
|
7.48K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-442- 2.2% |
$74.5K - $80.9K
|
19.7K
$3.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-447- 1.79% |
$75.3K - $81.8K
|
24.5K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-447- 5.45% |
$75.3K - $81.8K
|
7.76K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-447- 17.23% |
$75.3K - $81.8K
|
2.15K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-449- 0.93% |
$75.6K - $82.2K
|
48.1K
$8.76M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-452- 21.4% |
$76.1K - $82.7K
|
1.66K
$302K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-454- 28.01% |
$76.5K - $83.1K
|
1.17K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-459- 21.04% |
$77.3K - $84K
|
1.72K
$314K
|