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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.63K+ 7.28% |
$948K - $1.03M
|
82.9K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.38K+ 7.3% |
$906K - $984K
|
79.1K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.33KNew |
$898K - $975K
|
5.33K
$971K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.25K+ 13.69% |
$884K - $960K
|
43.6K
$7.94M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.2K+ 11.19% |
$877K - $952K
|
51.7K
$9.42M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.13KNew |
$865K - $939K
|
5.13K
$935K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.11K+ 8.77% |
$860K - $934K
|
63.3K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.04K+ 2.95% |
$850K - $923K
|
176K
$32M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.02K+ 7.31% |
$846K - $918K
|
73.7K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.99KNew |
$841K - $914K
|
4.99K
$909K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.92K+ 104.19% |
$830K - $901K
|
9.65K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.88K+ 9959.18% |
$822K - $893K
|
4.93K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.75K+ 296.75% |
$801K - $870K
|
6.36K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.73K+ 8.21% |
$796K - $865K
|
62.3K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.7K+ 4.81% |
$792K - $860K
|
102K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4.53K+ 12.21% |
$762K - $828K
|
41.6K
$7.57M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.44K+ 9.92% |
$748K - $813K
|
49.2K
$8.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.4K+ 6.28% |
$742K - $806K
|
74.5K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
4.33K+ 200.0% |
$729K - $792K
|
6.49K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.32K+ 2.85% |
$727K - $790K
|
156K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.31KNew |
$727K - $789K
|
4.31K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.25K+ 3.26% |
$717K - $778K
|
135K
$24.5M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
4.23K+ 96.16% |
$713K - $775K
|
8.64K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 0.85% |
$712K - $773K
|
500K
$91.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.2K+ 13.83% |
$707K - $768K
|
34.5K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.15KNew |
$699K - $759K
|
4.15K
$756K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4.14K+ 6.01% |
$698K - $758K
|
73K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.11K+ 3.9% |
$692K - $752K
|
110K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1K+ 10.77% |
$691K - $751K
|
42.2K
$7.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.98K+ 6.66% |
$670K - $728K
|
63.7K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.96K+ 23.21% |
$667K - $725K
|
21K
$3.83M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.81K+ 15.74% |
$641K - $697K
|
28K
$5.1M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 134.04% |
$630K - $685K
|
6.53K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.73KNew |
$628K - $682K
|
3.73K
$679K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.72KNew |
$627K - $681K
|
3.72K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
3.7KNew |
$624K - $678K
|
3.7K
$675K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.67K+ 53.75% |
$619K - $672K
|
10.5K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 17.03% |
$618K - $672K
|
25.2K
$4.59M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.63KNew |
$612K - $665K
|
3.63K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.61K+ 11.79% |
$609K - $661K
|
34.3K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 10.72% |
$603K - $655K
|
37K
$6.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.48K+ 6.24% |
$587K - $637K
|
59.3K
$10.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 176.49% |
$582K - $632K
|
5.41K
$986K
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.44KNew |
$580K - $630K
|
3.44K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 8.3% |
$574K - $624K
|
44.5K
$8.11M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.4K+ 6.11% |
$573K - $622K
|
59.1K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.39KNew |
$571K - $620K
|
3.39K
$617K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.35KNew |
$565K - $613K
|
3.35K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.34K+ 22.7% |
$562K - $611K
|
18K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.34K+ 22.53% |
$562K - $610K
|
18.1K
$3.3M
|