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 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.22KNew |
$374K - $407K
|
2.22K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.22KNew |
$373K - $405K
|
2.22K
$403K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 3.86% |
$372K - $404K
|
59.4K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.2KNew |
$371K - $403K
|
2.2K
$401K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.2K+ 207.26% |
$370K - $402K
|
3.26K
$594K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.2K+ 2.97% |
$370K - $402K
|
76K
$13.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.19K+ 5.53% |
$369K - $401K
|
41.8K
$7.61M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.19K+ 2.63% |
$368K - $400K
|
85.3K
$15.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.15K+ 2.21% |
$363K - $394K
|
99.3K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.15K+ 3.13% |
$362K - $393K
|
70.8K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.14K+ 11872.22% |
$360K - $391K
|
2.16K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.13K+ 5.14% |
$359K - $390K
|
43.6K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.08KNew |
$350K - $380K
|
2.08K
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$349K - $379K
|
2.07K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.04KNew |
$344K - $373K
|
2.04K
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 1.25% |
$343K - $373K
|
165K
$30M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.03K+ 13.26% |
$343K - $372K
|
17.4K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.02K+ 18.09% |
$340K - $370K
|
13.2K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2KNew |
$337K - $366K
|
2K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2K+ 2627.63% |
$336K - $365K
|
2.07K
$378K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99K+ 5.03% |
$335K - $363K
|
41.5K
$7.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 158.71% |
$328K - $357K
|
3.18K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.94KNew |
$327K - $356K
|
1.94K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.94K+ 19.02% |
$326K - $354K
|
12.1K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.92K+ 0.79% |
$323K - $351K
|
244K
$44.5M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.89KNew |
$318K - $346K
|
1.89K
$344K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.88K+ 159.76% |
$317K - $344K
|
3.06K
$557K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.88KNew |
$317K - $344K
|
1.88K
$342K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$316K - $343K
|
1.87K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.87K+ 1.77% |
$315K - $342K
|
107K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.86K+ 0.94% |
$313K - $340K
|
199K
$36.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.85K+ 76.53% |
$312K - $339K
|
4.27K
$778K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.82K+ 63.17% |
$306K - $332K
|
4.69K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 7.22% |
$303K - $329K
|
26.7K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.8K+ 20.81% |
$303K - $329K
|
10.4K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.79K+ 1.49% |
$301K - $327K
|
122K
$22.2M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.79KNew |
$301K - $327K
|
1.79K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 15.16% |
$301K - $326K
|
13.6K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.78K+ 11.71% |
$299K - $325K
|
17K
$3.09M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.76K+ 12.68% |
$296K - $322K
|
15.6K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.76K+ 26.62% |
$296K - $321K
|
8.35K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.74KNew |
$294K - $319K
|
1.74K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 5.03% |
$293K - $318K
|
36.3K
$6.62M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.74K+ 3.58% |
$292K - $317K
|
50.2K
$9.14M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 2.56% |
$292K - $317K
|
69.4K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.73K+ 135.87% |
$292K - $317K
|
3.01K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.72K+ 1.31% |
$290K - $315K
|
134K
$24.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.72KNew |
$290K - $315K
|
1.72K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.72K+ 1.49% |
$290K - $315K
|
117K
$21.3M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.7KNew |
$287K - $311K
|
1.7K
$310K
|