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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.8K- 7.89% |
$303K - $329K
|
21K
$3.83M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.85K- 1.08% |
$311K - $338K
|
169K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.86K- 73.25% |
$313K - $340K
|
678
$123K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.86K- 2.78% |
$314K - $341K
|
65.2K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.87K- 37.98% |
$314K - $341K
|
3.05K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.89K- 27.99% |
$318K - $345K
|
4.85K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.9K- 4.32% |
$320K - $348K
|
42.1K
$7.67M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.91K- 0.82% |
$322K - $350K
|
233K
$42.4M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 5.49% |
$324K - $352K
|
33.1K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.93K- 26.0% |
$325K - $354K
|
5.5K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.96K- 10.85% |
$330K - $358K
|
16.1K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.96K- 7.6% |
$330K - $358K
|
23.8K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.98K- 8.55% |
$334K - $362K
|
21.2K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.04K- 4.16% |
$343K - $372K
|
46.8K
$8.53M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.04K- 0.96% |
$343K - $373K
|
210K
$38.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.12K- 14.74% |
$357K - $388K
|
12.3K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 3.38% |
$367K - $399K
|
62.4K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.2K- 1.7% |
$370K - $402K
|
127K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.25K- 3.94% |
$378K - $411K
|
54.8K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 72.57% |
$385K - $419K
|
865
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.32K- 49.46% |
$392K - $425K
|
2.38K
$433K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.34K- 4.12% |
$393K - $427K
|
54.4K
$9.91M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.34K- 3.96% |
$394K - $428K
|
56.7K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.34K- 34.76% |
$395K - $429K
|
4.4K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.35K- 3.77% |
$396K - $430K
|
59.9K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 25.85% |
$397K - $431K
|
6.76K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.37K- 2.82% |
$399K - $433K
|
81.6K
$14.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.38K- 4.94% |
$401K - $435K
|
45.8K
$8.35M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.4K- 5.2% |
$404K - $439K
|
43.8K
$7.97M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.48K- 15.63% |
$417K - $453K
|
13.4K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.5K- 39.86% |
$421K - $457K
|
3.77K
$687K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2.64K- 1.04% |
$444K - $482K
|
250K
$45.5M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.64K- 23.03% |
$445K - $483K
|
8.83K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-2.65K- 1.7% |
$446K - $485K
|
153K
$27.9M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 7.02% |
$447K - $486K
|
35.1K
$6.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.68K- 3.33% |
$452K - $491K
|
77.8K
$14.2M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.69K- 5.24% |
$452K - $491K
|
48.6K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.69K- 5.44% |
$454K - $493K
|
46.8K
$8.53M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.71K- 0.89% |
$456K - $495K
|
302K
$55.1M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2.73K- 10.45% |
$459K - $499K
|
23.4K
$4.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.73K- 1.64% |
$460K - $499K
|
164K
$29.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.79K- 6.34% |
$469K - $510K
|
41.1K
$7.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.84K- 3.61% |
$479K - $520K
|
76K
$13.8M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.86K- 4.39% |
$481K - $523K
|
62.2K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.87K- 61.17% |
$483K - $524K
|
1.82K
$331K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.87K- 7.28% |
$483K - $524K
|
36.5K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.88K- 7.27% |
$486K - $527K
|
36.7K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.93K- 49.41% |
$494K - $536K
|
3K
$547K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 24.82% |
$495K - $537K
|
8.9K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.03K- 13.64% |
$510K - $554K
|
19.2K
$3.49M
|