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 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.03K+ 8.82% |
$173K - $188K
|
12.7K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.02K+ 59.13% |
$172K - $187K
|
2.75K
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.02K+ 0.8% |
$172K - $186K
|
129K
$23.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.02K+ 3.09% |
$171K - $186K
|
33.9K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.02K+ 0.86% |
$171K - $186K
|
119K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.02K+ 9.27% |
$171K - $186K
|
12K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.01K+ 20.09% |
$171K - $186K
|
6.06K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 11.45% |
$171K - $186K
|
9.87K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.01KNew |
$171K - $185K
|
1.01K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.01K+ 12.97% |
$170K - $184K
|
8.77K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.01K+ 6.74% |
$169K - $184K
|
15.9K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 5.87% |
$169K - $184K
|
18.1K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.01K+ 1.81% |
$169K - $184K
|
56.6K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
995+ 45.75% |
$168K - $182K
|
3.17K
$577K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
994+ 1.31% |
$167K - $182K
|
77.1K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
991+ 6.78% |
$167K - $181K
|
15.6K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
985New |
$166K - $180K
|
985
$179K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
960+ 18.19% |
$162K - $176K
|
6.24K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
957+ 1.16% |
$161K - $175K
|
83.3K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
954+ 567.86% |
$161K - $175K
|
1.12K
$204K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
951+ 2.47% |
$160K - $174K
|
39.5K
$7.19M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
945+ 11.21% |
$159K - $173K
|
9.38K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
926+ 1.34% |
$156K - $169K
|
69.8K
$12.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
924+ 1.83% |
$156K - $169K
|
51.4K
$9.37M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
924+ 61.15% |
$156K - $169K
|
2.44K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
924+ 43.3% |
$156K - $169K
|
3.06K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
921+ 4.11% |
$155K - $169K
|
23.3K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
914+ 2.22% |
$154K - $167K
|
42.1K
$7.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
907+ 5.51% |
$153K - $166K
|
17.4K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
907+ 4.77% |
$153K - $166K
|
19.9K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
906+ 2.93% |
$153K - $166K
|
31.8K
$5.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
904+ 49.43% |
$152K - $165K
|
2.73K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
904+ 0.69% |
$152K - $165K
|
133K
$24.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
902+ 2.68% |
$152K - $165K
|
34.5K
$6.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
899+ 0.35% |
$151K - $164K
|
257K
$46.9M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
899+ 1.33% |
$151K - $164K
|
68.5K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
892+ 4.03% |
$150K - $163K
|
23K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
885+ 2.13% |
$149K - $162K
|
42.4K
$7.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
877+ 7.71% |
$148K - $160K
|
12.2K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
870+ 41.12% |
$147K - $159K
|
2.99K
$544K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
867+ 2.78% |
$146K - $159K
|
32K
$5.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
859+ 20.71% |
$145K - $157K
|
5.01K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
859+ 8.22% |
$145K - $157K
|
11.3K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
851+ 10.53% |
$143K - $156K
|
8.94K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
850+ 0.8% |
$143K - $156K
|
108K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
850+ 2.2% |
$143K - $156K
|
39.4K
$7.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
841+ 43.94% |
$142K - $154K
|
2.76K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
841+ 4.65% |
$142K - $154K
|
18.9K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
838+ 3.12% |
$141K - $153K
|
27.7K
$5.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
831+ 2.89% |
$140K - $152K
|
29.6K
$5.39M
|