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
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.29K+ 3.59% |
$217K - $236K
|
37.1K
$6.76M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.28K+ 26.55% |
$215K - $233K
|
6.08K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.28K+ 11.72% |
$215K - $233K
|
12.2K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.27K+ 4.0% |
$214K - $233K
|
33K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.27KNew |
$213K - $232K
|
1.27K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.25K+ 7.72% |
$211K - $229K
|
17.5K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.24K+ 36.48% |
$208K - $226K
|
4.63K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 3.16% |
$208K - $226K
|
40.3K
$7.35M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.23KNew |
$207K - $225K
|
1.23K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.21K+ 10.6% |
$205K - $222K
|
12.7K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.21KNew |
$204K - $222K
|
1.21K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.21K+ 3.37% |
$203K - $221K
|
37.1K
$6.75M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.19K+ 31.72% |
$200K - $217K
|
4.92K
$896K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$199K - $216K
|
1.18K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.18KNew |
$198K - $215K
|
1.18K
$214K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 3.16% |
$197K - $214K
|
38.1K
$6.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.16KNew |
$196K - $213K
|
1.16K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$195K - $212K
|
1.16K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.16KNew |
$195K - $212K
|
1.16K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$194K - $210K
|
1.15K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.15KNew |
$194K - $210K
|
1.15K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 2.15% |
$193K - $210K
|
54.7K
$9.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.14KNew |
$193K - $209K
|
1.14K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
1.14KNew |
$193K - $209K
|
1.14K
$208K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 1.85% |
$191K - $208K
|
62.5K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.13KNew |
$191K - $207K
|
1.13K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.12K+ 15.88% |
$189K - $205K
|
8.2K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12K+ 21.96% |
$188K - $204K
|
6.2K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.12KNew |
$188K - $204K
|
1.12K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$188K - $204K
|
1.11K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.11K+ 29.35% |
$187K - $203K
|
4.9K
$893K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$187K - $203K
|
1.11K
$202K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.11KNew |
$186K - $203K
|
1.11K
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$186K - $202K
|
1.1K
$201K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.09K+ 3.97% |
$184K - $200K
|
28.6K
$5.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.09K+ 5.87% |
$184K - $200K
|
19.7K
$3.59M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.09K+ 15.28% |
$183K - $199K
|
8.22K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.07K+ 20.65% |
$181K - $197K
|
6.28K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 1.14% |
$180K - $195K
|
94.6K
$17.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.06K+ 4.52% |
$179K - $194K
|
24.5K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.06K+ 1.3% |
$179K - $194K
|
82.9K
$15.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.05K+ 75.4% |
$176K - $191K
|
2.43K
$443K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 36.34% |
$176K - $191K
|
3.91K
$712K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.04K+ 8.02% |
$175K - $190K
|
14K
$2.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 1.77% |
$174K - $189K
|
59.3K
$10.8M
|