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
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64.6K- 6.17% |
$10.9M - $11.8M
|
983K
$179M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-65.5K- 33.05% |
$11M - $12M
|
133K
$24.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-67.9K- 17.32% |
$11.4M - $12.4M
|
324K
$59M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-68.1K- 98.35% |
$11.5M - $12.5M
|
1.14K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-68.5K- 91.41% |
$11.5M - $12.5M
|
6.44K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-77.9K- 30.6% |
$13.1M - $14.3M
|
177K
$32.2M
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-79.6K- 30.93% |
$13.4M - $14.6M
|
178K
$32.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-86.3K- 62.42% |
$14.5M - $15.8M
|
52K
$9.46M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.2K- 0.82% |
$14.7M - $16M
|
10.6M
$1.92B
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91.3K- 8.87% |
$15.4M - $16.7M
|
937K
$171M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-99K- 78.77% |
$16.7M - $18.1M
|
26.7K
$4.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-103K- 90.32% |
$17.3M - $18.8M
|
11K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-123K- 97.35% |
$20.7M - $22.5M
|
3.34K
$608K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142K- 4.3% |
$23.9M - $25.9M
|
3.15M
$574M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-148K- 1.24% |
$24.9M - $27M
|
11.8M
$2.15B
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-185K- 70.58% |
$31.2M - $33.8M
|
77.1K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-195K- 69.34% |
$32.9M - $35.7M
|
86.3K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-202K- 7.74% |
$34M - $37M
|
2.41M
$439M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-224K- 77.64% |
$37.7M - $40.9M
|
64.4K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-305K- 81.16% |
$51.4M - $55.8M
|
70.8K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-531K- 44.69% |
$89.4M - $97.1M
|
657K
$120M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-544K- 34.68% |
$91.7M - $99.6M
|
1.03M
$187M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.87M- 94.27% |
$483M - $524M
|
174K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5M- 18.89% |
$843M - $916M
|
21.5M
$3.91B
|