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 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-829- 21.59% |
$140K - $152K
|
3.01K
$548K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-846- 1.93% |
$143K - $155K
|
43.1K
$7.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-854- 4.55% |
$144K - $156K
|
17.9K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-856- 1.91% |
$144K - $157K
|
43.9K
$7.99M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-860- 12.98% |
$145K - $157K
|
5.77K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-865Closed |
$146K - $158K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-875- 17.98% |
$147K - $160K
|
3.99K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-883- 4.0% |
$149K - $162K
|
21.2K
$3.86M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-893- 3.63% |
$150K - $163K
|
23.7K
$4.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-894- 1.59% |
$151K - $164K
|
55.5K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-903- 0.94% |
$152K - $165K
|
95.4K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-908- 0.97% |
$153K - $166K
|
92.3K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-911- 2.38% |
$153K - $167K
|
37.3K
$6.8M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-913- 8.62% |
$154K - $167K
|
9.68K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-925- 23.83% |
$156K - $169K
|
2.96K
$539K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-926- 44.05% |
$156K - $169K
|
1.18K
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-929- 27.47% |
$157K - $170K
|
2.45K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-932- 5.93% |
$157K - $171K
|
14.8K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-950- 7.21% |
$160K - $174K
|
12.2K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-967- 6.29% |
$163K - $177K
|
14.4K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-975- 2.59% |
$164K - $178K
|
36.6K
$6.67M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-976- 6.3% |
$164K - $179K
|
14.5K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-979- 1.24% |
$165K - $179K
|
78K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-980- 12.48% |
$165K - $179K
|
6.87K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-983- 20.05% |
$166K - $180K
|
3.92K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-986- 4.65% |
$166K - $180K
|
20.2K
$3.68M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-989- 20.18% |
$167K - $181K
|
3.91K
$712K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1K- 9.03% |
$169K - $184K
|
10.1K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.01K- 6.61% |
$169K - $184K
|
14.2K
$2.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.01K- 34.06% |
$170K - $185K
|
1.96K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.01K- 10.62% |
$171K - $186K
|
8.53K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.02K- 21.79% |
$171K - $186K
|
3.65K
$665K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.02K- 8.36% |
$172K - $187K
|
11.2K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.05K- 14.97% |
$178K - $193K
|
5.99K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.08K- 3.56% |
$181K - $197K
|
29.2K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.08K- 1.29% |
$182K - $198K
|
82.5K
$15M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.09K- 2.43% |
$184K - $200K
|
43.9K
$8.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.1K- 0.55% |
$185K - $201K
|
201K
$36.5M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.1K- 31.43% |
$185K - $201K
|
2.4K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 18.54% |
$185K - $201K
|
4.83K
$881K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.12K- 6.42% |
$189K - $205K
|
16.4K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.13K- 18.24% |
$190K - $206K
|
5.05K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.13K- 5.92% |
$191K - $207K
|
18K
$3.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.14K- 5.34% |
$191K - $208K
|
20.1K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.14K- 1.63% |
$192K - $208K
|
68.7K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.14K- 0.21% |
$193K - $209K
|
534K
$97.3M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.15K- 32.64% |
$194K - $210K
|
2.37K
$432K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 21.24% |
$194K - $210K
|
4.27K
$777K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 23.16% |
$195K - $212K
|
3.84K
$700K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.16K- 2.51% |
$195K - $212K
|
44.9K
$8.18M
|