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 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.68K+ 20.8% |
$284K - $308K
|
9.78K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.68K+ 9.03% |
$283K - $307K
|
20.3K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.66K+ 44.91% |
$280K - $304K
|
5.36K
$977K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.66KNew |
$279K - $303K
|
1.66K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.65K+ 3.44% |
$278K - $302K
|
49.6K
$9.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.64KNew |
$276K - $300K
|
1.64K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.63K+ 37.55% |
$274K - $298K
|
5.96K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.63K+ 60.09% |
$274K - $298K
|
4.33K
$789K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.62K+ 3.02% |
$272K - $296K
|
55.1K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.61KNew |
$271K - $294K
|
1.61K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 1.97% |
$270K - $294K
|
83.2K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.59K+ 2.19% |
$268K - $291K
|
74.3K
$13.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 18.92% |
$268K - $291K
|
9.98K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 5.65% |
$267K - $290K
|
29.6K
$5.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.58K+ 7.88% |
$266K - $289K
|
21.6K
$3.94M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.58K+ 114.34% |
$266K - $289K
|
2.96K
$539K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.57K+ 5.56% |
$265K - $288K
|
29.9K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.54KNew |
$259K - $281K
|
1.54K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.5KNew |
$252K - $274K
|
1.5K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 90.69% |
$251K - $273K
|
3.14K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.49KNew |
$251K - $272K
|
1.49K
$271K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.48K+ 0.59% |
$250K - $271K
|
252K
$45.9M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.47K+ 10.47% |
$247K - $269K
|
15.5K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.46KNew |
$247K - $268K
|
1.46K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.46K+ 14.88% |
$246K - $268K
|
11.3K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.46K+ 7.26% |
$246K - $267K
|
21.6K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.46K+ 32.89% |
$245K - $266K
|
5.88K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.45K+ 38.04% |
$245K - $266K
|
5.27K
$960K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.43K+ 1.62% |
$241K - $261K
|
89.7K
$16.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 5.69% |
$240K - $261K
|
26.5K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.34% |
$240K - $261K
|
20.9K
$3.8M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.42KNew |
$239K - $260K
|
1.42K
$258K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.42KNew |
$239K - $259K
|
1.42K
$258K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41KNew |
$238K - $259K
|
1.41K
$258K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.41K+ 5.79% |
$238K - $258K
|
25.8K
$4.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$236K - $256K
|
1.4K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.39K+ 8.73% |
$234K - $254K
|
17.3K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.37K+ 3.83% |
$231K - $251K
|
37.2K
$6.78M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37K+ 33.58% |
$230K - $250K
|
5.43K
$989K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.36K+ 2.7% |
$230K - $250K
|
51.8K
$9.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.36KNew |
$230K - $250K
|
1.36K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.35KNew |
$228K - $248K
|
1.35K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.35KNew |
$228K - $248K
|
1.35K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.35KNew |
$228K - $247K
|
1.35K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$225K - $245K
|
1.34K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.34K+ 3.18% |
$225K - $244K
|
43.3K
$7.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.33KNew |
$224K - $243K
|
1.33K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.32KNew |
$223K - $242K
|
1.32K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.32K+ 105.76% |
$223K - $242K
|
2.57K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 16.13% |
$221K - $240K
|
9.43K
$1.72M
|