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 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.3K+ 39.16% |
$556K - $604K
|
11.7K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.28K+ 4.05% |
$553K - $601K
|
84.3K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.28KNew |
$553K - $601K
|
3.28K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 5.23% |
$550K - $597K
|
65.6K
$12M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.23K+ 3.19% |
$543K - $590K
|
104K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.18K+ 6.92% |
$535K - $581K
|
49K
$8.93M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$530K - $576K
|
3.15K
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.13KNew |
$526K - $572K
|
3.13K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.11KNew |
$524K - $569K
|
3.11K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
3.09K+ 2.68% |
$521K - $566K
|
119K
$21.6M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.09K+ 11.9% |
$520K - $565K
|
29K
$5.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.06K+ 2.56% |
$516K - $561K
|
123K
$22.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.01K+ 23.19% |
$508K - $552K
|
16K
$2.92M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 2.47% |
$502K - $545K
|
124K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.97K+ 70.99% |
$501K - $544K
|
7.16K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.91K+ 7.01% |
$491K - $533K
|
44.5K
$8.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.91K+ 10.06% |
$490K - $532K
|
31.8K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.84KNew |
$479K - $520K
|
2.84K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.84KNew |
$478K - $519K
|
2.84K
$517K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.83K+ 4.44% |
$476K - $517K
|
66.5K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.8K+ 67.2% |
$472K - $513K
|
6.97K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.78KNew |
$468K - $509K
|
2.78K
$506K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.78KNew |
$468K - $509K
|
2.78K
$506K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.75K+ 5.05% |
$462K - $502K
|
57.1K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.69K+ 24.05% |
$452K - $491K
|
13.9K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.68K+ 10.67% |
$451K - $490K
|
27.8K
$5.06M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 29.53% |
$451K - $489K
|
11.7K
$2.14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 4.71% |
$448K - $486K
|
59.1K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.65K+ 72.91% |
$446K - $484K
|
6.28K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.63K+ 144.71% |
$442K - $480K
|
4.44K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.61K+ 31.02% |
$439K - $477K
|
11K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.55K+ 2.61% |
$429K - $466K
|
100K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.53K+ 58.08% |
$426K - $463K
|
6.89K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.52KNew |
$424K - $460K
|
2.52K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.5KNew |
$421K - $457K
|
2.5K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 6.4% |
$416K - $452K
|
41.1K
$7.49M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.46K+ 8.62% |
$414K - $449K
|
31K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.44K+ 27.38% |
$412K - $447K
|
11.4K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.39KNew |
$402K - $437K
|
2.39K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 16.38% |
$400K - $435K
|
16.9K
$3.07M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.37K+ 4.82% |
$399K - $433K
|
51.6K
$9.39M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.34K+ 13.65% |
$394K - $428K
|
19.5K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.34K+ 8.25% |
$394K - $428K
|
30.7K
$5.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
2.32KNew |
$390K - $424K
|
2.32K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.31KNew |
$389K - $423K
|
2.31K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$387K - $420K
|
2.3K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.27K+ 2.42% |
$382K - $415K
|
95.9K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.26K+ 2.15% |
$381K - $413K
|
107K
$19.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.23K+ 6.88% |
$376K - $408K
|
34.7K
$6.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 4.71% |
$374K - $407K
|
49.4K
$9M
|