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 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
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.17K- 2.37% |
$197K - $214K
|
48.3K
$8.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.17K- 23.55% |
$198K - $215K
|
3.81K
$694K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.2K- 0.89% |
$201K - $219K
|
132K
$24.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.23K- 31.74% |
$208K - $225K
|
2.65K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.24K- 47.5% |
$208K - $226K
|
1.37K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.24K- 14.16% |
$209K - $227K
|
7.52K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.24K- 3.48% |
$209K - $227K
|
34.5K
$6.28M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 1.87% |
$210K - $228K
|
65.4K
$11.9M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.26K- 10.73% |
$212K - $230K
|
10.5K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.28K- 21.45% |
$215K - $233K
|
4.67K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.28K- 5.56% |
$216K - $235K
|
21.8K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.29K- 24.2% |
$217K - $235K
|
4.03K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 4.11% |
$223K - $242K
|
30.9K
$5.62M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 14.3% |
$223K - $242K
|
7.94K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.34K- 2.78% |
$226K - $245K
|
46.9K
$8.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.35K- 2.18% |
$228K - $247K
|
60.7K
$11.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.36K- 6.91% |
$229K - $249K
|
18.3K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36K- 2.6% |
$229K - $249K
|
51K
$9.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.39K- 1.18% |
$234K - $255K
|
117K
$21.3M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.39K- 1.8% |
$235K - $255K
|
76.1K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.4K- 15.29% |
$235K - $255K
|
7.73K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.4K- 1.4% |
$235K - $256K
|
98.6K
$18M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.4K- 18.25% |
$236K - $256K
|
6.26K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.42K- 39.66% |
$239K - $260K
|
2.16K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.45K- 7.93% |
$245K - $266K
|
16.9K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.46K- 11.21% |
$245K - $266K
|
11.5K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.47K- 8.27% |
$247K - $268K
|
16.3K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.47K- 14.65% |
$248K - $270K
|
8.58K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.5K- 27.73% |
$253K - $275K
|
3.92K
$713K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.51K- 0.98% |
$254K - $276K
|
153K
$27.8M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 18.02% |
$254K - $276K
|
6.87K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.54K- 6.92% |
$259K - $281K
|
20.7K
$3.76M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 25.71% |
$259K - $281K
|
4.44K
$809K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 0.97% |
$260K - $282K
|
157K
$28.6M
|