Purchases and Sales Made in Q2 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.75M+ 33295.62% |
$1.52B - $1.62B
|
8.78M
$1.6B
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
418KNew |
$72.5M - $77.5M
|
418K
$76.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
355K+ 4.11% |
$61.5M - $65.8M
|
8.99M
$1.64B
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
199K+ 4.47% |
$34.6M - $36.9M
|
4.66M
$849M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
196KNew |
$34M - $36.3M
|
196K
$35.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 3.36% |
$31M - $33.1M
|
5.49M
$1B
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
176K+ 48.89% |
$30.6M - $32.7M
|
537K
$97.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
174K+ 0.81% |
$30.2M - $32.2M
|
21.7M
$3.94B
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
166KNew |
$28.7M - $30.7M
|
166K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
148K+ 1.25% |
$25.6M - $27.4M
|
11.9M
$2.17B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
148K+ 1.25% |
$25.6M - $27.4M
|
11.9M
$2.17B
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
132KNew |
$22.9M - $24.5M
|
132K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
131KNew |
$22.7M - $24.3M
|
131K
$23.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129K+ 15.93% |
$22.4M - $24M
|
941K
$171M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
126K+ 29.21% |
$21.8M - $23.3M
|
556K
$101M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 6.46% |
$21.7M - $23.2M
|
2.06M
$376M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
100KNew |
$17.3M - $18.5M
|
100K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94.7K+ 22.89% |
$16.4M - $17.5M
|
508K
$92.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92.3K+ 36.87% |
$16M - $17.1M
|
342K
$62.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86.9K+ 1481.65% |
$15.1M - $16.1M
|
92.8K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.4K+ 5.9% |
$14.6M - $15.6M
|
1.52M
$276M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$13.4M - $14.4M
|
77.5K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
72.3K+ 14.45% |
$12.5M - $13.4M
|
573K
$104M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
68.7K+ 210.82% |
$11.9M - $12.7M
|
101K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64K+ 2.66% |
$11.1M - $11.9M
|
2.47M
$450M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.8K+ 145.82% |
$10.2M - $10.9M
|
99.2K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.9K+ 2.06% |
$10M - $10.7M
|
2.87M
$522M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
55.5K+ 18.18% |
$9.61M - $10.3M
|
360K
$65.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48K+ 87.6% |
$8.32M - $8.9M
|
103K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
47K+ 3408.33% |
$8.15M - $8.72M
|
48.4K
$8.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44.4K+ 506.77% |
$7.7M - $8.23M
|
53.2K
$9.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.3K+ 3.41% |
$7.5M - $8.02M
|
1.31M
$239M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
38.6KNew |
$6.69M - $7.15M
|
38.6K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
37.4K+ 2337.5% |
$6.48M - $6.93M
|
39K
$7.1M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
35.3KNew |
$6.12M - $6.54M
|
35.3K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.8K+ 6.36% |
$6.03M - $6.44M
|
582K
$106M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
33.5KNew |
$5.81M - $6.21M
|
33.5K
$6.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.8K+ 6.5% |
$5.68M - $6.08M
|
537K
$97.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
32.5K+ 78.33% |
$5.63M - $6.02M
|
73.9K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.6K+ 39.91% |
$5.47M - $5.85M
|
111K
$20.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
30.8KNew |
$5.33M - $5.7M
|
30.8K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30.7K+ 6.48% |
$5.33M - $5.69M
|
505K
$92M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
29.8KNew |
$5.16M - $5.51M
|
29.8K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
29.2K+ 8.69% |
$5.07M - $5.42M
|
366K
$66.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
28.4K+ 250.27% |
$4.93M - $5.27M
|
39.8K
$7.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
27.7K+ 11.84% |
$4.81M - $5.14M
|
262K
$47.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.2K+ 1.45% |
$4.71M - $5.03M
|
1.9M
$347M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.9K+ 2.35% |
$4.48M - $4.79M
|
1.13M
$205M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.6K+ 3.32% |
$4.43M - $4.74M
|
796K
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.1KNew |
$4.18M - $4.47M
|
24.1K
$4.4M
|