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
|
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
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.24K- 99.89% |
$882K - $958K
|
6
$1.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.34K- 21.67% |
$900K - $977K
|
19.3K
$3.52M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.45K- 6.97% |
$918K - $997K
|
72.7K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-5.54K- 5.39% |
$934K - $1.01M
|
97.3K
$17.7M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.56K- 4.03% |
$937K - $1.02M
|
132K
$24.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-5.71K- 2.66% |
$962K - $1.04M
|
209K
$38.1M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.75K- 2.78% |
$969K - $1.05M
|
201K
$36.6M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.82K- 50.25% |
$980K - $1.06M
|
5.76K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.89K- 11.72% |
$991K - $1.08M
|
44.3K
$8.07M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.92K- 16.19% |
$997K - $1.08M
|
30.6K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-5.98K- 3.36% |
$1.01M - $1.09M
|
172K
$31.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.17K- 49.14% |
$1.04M - $1.13M
|
6.39K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.25K- 11.57% |
$1.05M - $1.14M
|
47.8K
$8.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.44K- 88.31% |
$1.08M - $1.18M
|
852
$155K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.61K- 30.24% |
$1.11M - $1.21M
|
15.2K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.79K- 13.05% |
$1.14M - $1.24M
|
45.2K
$8.24M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.81K- 83.9% |
$1.15M - $1.25M
|
1.31K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.88K- 72.19% |
$1.16M - $1.26M
|
2.65K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-6.91K- 49.13% |
$1.16M - $1.27M
|
7.16K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.94K- 7.43% |
$1.17M - $1.27M
|
86.4K
$15.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.08K- 5.14% |
$1.19M - $1.3M
|
131K
$23.8M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.24K- 30.54% |
$1.22M - $1.33M
|
16.5K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.32K- 19.86% |
$1.23M - $1.34M
|
29.6K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.42K- 45.35% |
$1.25M - $1.36M
|
8.94K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-7.43K- 96.13% |
$1.25M - $1.36M
|
299
$54.5K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.44K- 70.39% |
$1.25M - $1.36M
|
3.13K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.44K- 4.77% |
$1.25M - $1.36M
|
149K
$27.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.47K- 4.16% |
$1.26M - $1.37M
|
172K
$31.4M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.64K- 11.6% |
$1.29M - $1.4M
|
58.3K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.99K- 1.45% |
$1.35M - $1.46M
|
544K
$99M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-8.13K- 6.64% |
$1.37M - $1.49M
|
114K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.16K- 86.63% |
$1.38M - $1.49M
|
1.26K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.46K- 1.89% |
$1.43M - $1.55M
|
439K
$80M
|