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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-540- 5.55% |
$91K - $98.8K
|
9.2K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-564- 14.87% |
$95K - $103K
|
3.23K
$588K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-565- 1.95% |
$95.2K - $103K
|
28.4K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-574- 2.07% |
$96.7K - $105K
|
27.2K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-576- 0.39% |
$97K - $105K
|
146K
$26.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-580- 7.77% |
$97.7K - $106K
|
6.88K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-582- 1.18% |
$98K - $106K
|
48.6K
$8.86M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-582- 14.94% |
$98K - $106K
|
3.31K
$604K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-584- 3.41% |
$98.4K - $107K
|
16.6K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-588- 1.24% |
$99.1K - $108K
|
47K
$8.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-589- 11.46% |
$99.2K - $108K
|
4.55K
$829K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-591- 6.06% |
$99.6K - $108K
|
9.16K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-593- 11.13% |
$99.9K - $109K
|
4.74K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-595- 8.23% |
$100K - $109K
|
6.63K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-600- 25.68% |
$101K - $110K
|
1.74K
$316K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-603- 3.27% |
$102K - $110K
|
17.8K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-603- 3.51% |
$102K - $110K
|
16.6K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-605- 1.14% |
$102K - $111K
|
52.3K
$9.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-611- 19.27% |
$103K - $112K
|
2.56K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-622- 6.21% |
$105K - $114K
|
9.4K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-625- 20.9% |
$105K - $114K
|
2.37K
$431K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-628- 0.65% |
$106K - $115K
|
95.9K
$17.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-629- 1.32% |
$106K - $115K
|
47K
$8.55M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-632- 32.75% |
$106K - $116K
|
1.3K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-633- 18.16% |
$107K - $116K
|
2.85K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-634- 0.18% |
$107K - $116K
|
357K
$65.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-639- 34.43% |
$108K - $117K
|
1.22K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-649- 0.49% |
$109K - $119K
|
132K
$24.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-654- 21.66% |
$110K - $120K
|
2.37K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-657- 14.45% |
$111K - $120K
|
3.89K
$709K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-658- 3.07% |
$111K - $120K
|
20.8K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-668- 21.04% |
$113K - $122K
|
2.51K
$457K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-674- 0.19% |
$114K - $123K
|
346K
$63M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-677- 16.65% |
$114K - $124K
|
3.39K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-695- 1.75% |
$117K - $127K
|
39.1K
$7.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-696- 17.65% |
$117K - $127K
|
3.25K
$591K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-705- 26.01% |
$119K - $129K
|
2.01K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-705- 24.61% |
$119K - $129K
|
2.16K
$393K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-713- 28.23% |
$120K - $130K
|
1.81K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-734- 5.02% |
$124K - $134K
|
13.9K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-735- 0.36% |
$124K - $134K
|
203K
$37M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-737- 20.83% |
$124K - $135K
|
2.8K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-747- 5.01% |
$126K - $137K
|
14.2K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-760- 5.08% |
$128K - $139K
|
14.2K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-762- 11.6% |
$128K - $139K
|
5.81K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-766- 0.76% |
$129K - $140K
|
99.6K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-779- 3.37% |
$131K - $143K
|
22.3K
$4.07M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-782- 1.77% |
$132K - $143K
|
43.5K
$7.93M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-799- 7.46% |
$135K - $146K
|
9.91K
$1.8M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-803- 16.99% |
$135K - $147K
|
3.92K
$715K
|