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
|
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
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.7K- 25.36% |
$1.47M - $1.59M
|
25.6K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-8.97K- 9.66% |
$1.51M - $1.64M
|
83.9K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.08K- 3.46% |
$1.53M - $1.66M
|
253K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.16K- 20.62% |
$1.54M - $1.68M
|
35.2K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.29K- 39.24% |
$1.57M - $1.7M
|
14.4K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.34K- 17.75% |
$1.57M - $1.71M
|
43.3K
$7.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10.2K- 7.6% |
$1.71M - $1.86M
|
123K
$22.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 11.76% |
$1.74M - $1.89M
|
77.3K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.6K- 6.55% |
$1.78M - $1.94M
|
151K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-10.6K- 1.09% |
$1.79M - $1.94M
|
962K
$175M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.6K- 8.9% |
$1.79M - $1.94M
|
109K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 42.85% |
$1.9M - $2.07M
|
15.1K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11.5K- 79.02% |
$1.94M - $2.11M
|
3.06K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.5K- 5.89% |
$1.94M - $2.11M
|
184K
$33.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 0.34% |
$2.13M - $2.31M
|
3.74M
$681M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 1.42% |
$2.14M - $2.33M
|
885K
$161M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-13K- 57.84% |
$2.19M - $2.38M
|
9.49K
$1.73M
|