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 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.06K- 3.2% |
$516K - $560K
|
92.5K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-3.08K- 6.06% |
$519K - $564K
|
47.8K
$8.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.12K- 40.56% |
$525K - $571K
|
4.57K
$832K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.2K- 11.11% |
$539K - $586K
|
25.6K
$4.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.3K- 9.73% |
$555K - $603K
|
30.6K
$5.57M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.34K- 12.96% |
$563K - $611K
|
22.4K
$4.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-3.35K- 16.21% |
$565K - $613K
|
17.3K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.37K- 3.78% |
$567K - $616K
|
85.6K
$15.6M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.43K- 70.77% |
$578K - $628K
|
1.42K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.48K- 9.45% |
$586K - $636K
|
33.3K
$6.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.53K- 3.65% |
$595K - $646K
|
93.3K
$17M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 39.89% |
$595K - $647K
|
5.33K
$970K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.56K- 10.55% |
$600K - $652K
|
30.2K
$5.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-3.57K- 5.44% |
$601K - $652K
|
62K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.67K- 41.01% |
$618K - $671K
|
5.27K
$961K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-3.67K- 7.85% |
$618K - $671K
|
43.1K
$7.84M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.72K- 33.11% |
$626K - $680K
|
7.51K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.72K- 57.16% |
$627K - $681K
|
2.79K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 6.92% |
$642K - $698K
|
51.3K
$9.34M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-3.81K- 44.51% |
$642K - $698K
|
4.75K
$866K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.82K- 48.43% |
$643K - $698K
|
4.06K
$740K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.85K- 7.08% |
$649K - $705K
|
50.6K
$9.21M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.87K- 1.56% |
$652K - $708K
|
244K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.96K- 2.14% |
$666K - $724K
|
181K
$32.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.97K- 3.59% |
$668K - $726K
|
106K
$19.4M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.02K- 1.37% |
$677K - $735K
|
289K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-4.04K- 28.73% |
$680K - $739K
|
10K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.15K- 20.41% |
$699K - $759K
|
16.2K
$2.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.35K- 7.32% |
$733K - $796K
|
55.1K
$10M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.36K- 9.33% |
$734K - $798K
|
42.3K
$7.71M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.36K- 11.29% |
$735K - $799K
|
34.3K
$6.25M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-4.38K- 4.73% |
$738K - $801K
|
88.2K
$16.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 13.45% |
$740K - $804K
|
28.3K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.44K- 61.72% |
$748K - $812K
|
2.75K
$501K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.53K- 15.18% |
$763K - $828K
|
25.3K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 1.54% |
$771K - $837K
|
292K
$53.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.58K- 2.01% |
$772K - $839K
|
224K
$40.7M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4.59K- 1.95% |
$773K - $840K
|
231K
$42.1M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-4.6K- 7.03% |
$775K - $842K
|
60.8K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.72K- 2.84% |
$795K - $863K
|
161K
$29.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.75K- 0.71% |
$800K - $869K
|
667K
$121M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.84K- 2.12% |
$815K - $885K
|
223K
$40.6M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.84K- 30.8% |
$816K - $886K
|
10.9K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.85K- 14.32% |
$816K - $887K
|
29K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.85K- 6.59% |
$818K - $888K
|
68.9K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.93K- 5.44% |
$830K - $901K
|
85.7K
$15.6M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.12K- 20.28% |
$862K - $936K
|
20.1K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.15K- 1.65% |
$868K - $943K
|
307K
$55.9M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.16K- 29.02% |
$869K - $944K
|
12.6K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.18K- 3.64% |
$873K - $948K
|
137K
$24.9M
|