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 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
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-468- 9.28% |
$78.8K - $85.6K
|
4.58K
$834K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-469- 27.82% |
$79K - $85.8K
|
1.22K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-471- 3.19% |
$79.3K - $86.2K
|
14.3K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-472- 7.61% |
$79.5K - $86.4K
|
5.73K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-476- 2.5% |
$80.2K - $87.1K
|
18.5K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-478- 0.51% |
$80.5K - $87.5K
|
92.9K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-484- 19.59% |
$81.5K - $88.6K
|
1.99K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-485- 1.85% |
$81.7K - $88.7K
|
25.8K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-491- 17.37% |
$82.7K - $89.8K
|
2.34K
$425K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-492- 0.19% |
$82.9K - $90K
|
252K
$45.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-495- 5.76% |
$83.4K - $90.6K
|
8.09K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-495- 21.03% |
$83.4K - $90.6K
|
1.86K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-500- 88.34% |
$84.2K - $91.5K
|
66
$12K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-506- 1.66% |
$85.2K - $92.6K
|
30K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-506- 3.32% |
$85.2K - $92.6K
|
14.7K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-507- 4.71% |
$85.4K - $92.8K
|
10.3K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-508- 41.64% |
$85.6K - $93K
|
712
$130K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-512- 25.5% |
$86.3K - $93.7K
|
1.5K
$272K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-521- 3.83% |
$87.8K - $95.3K
|
13.1K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-525- 8.93% |
$88.4K - $96.1K
|
5.35K
$975K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-526- 5.0% |
$88.6K - $96.2K
|
10K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-527- 4.1% |
$88.8K - $96.4K
|
12.3K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-527- 9.76% |
$88.8K - $96.4K
|
4.87K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-528- 24.09% |
$89K - $96.6K
|
1.66K
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-532- 3.84% |
$89.6K - $97.3K
|
13.3K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-535- 10.19% |
$90.1K - $97.9K
|
4.71K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-539- 2.54% |
$90.8K - $98.6K
|
20.7K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-539- 26.08% |
$90.8K - $98.6K
|
1.53K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-540- 1.7% |
$91K - $98.8K
|
31.3K
$5.7M
|