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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
693+ 19.53% |
$120K - $128K
|
4.24K
$773K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
692+ 2.61% |
$120K - $128K
|
27.3K
$4.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
689+ 1.63% |
$119K - $128K
|
43K
$7.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
687+ 1.16% |
$119K - $127K
|
60K
$10.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
686+ 51.97% |
$119K - $127K
|
2.01K
$365K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
684+ 1.54% |
$119K - $127K
|
45.2K
$8.23M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
675+ 1.54% |
$117K - $125K
|
44.5K
$8.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
666New |
$115K - $123K
|
666
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
665+ 31.0% |
$115K - $123K
|
2.81K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
663+ 1.94% |
$115K - $123K
|
34.9K
$6.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
653+ 3.76% |
$113K - $121K
|
18K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
649+ 0.31% |
$112K - $120K
|
210K
$38.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
649+ 11.03% |
$112K - $120K
|
6.53K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
648+ 21.58% |
$112K - $120K
|
3.65K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
647+ 2.1% |
$112K - $120K
|
31.5K
$5.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
643+ 9.03% |
$111K - $119K
|
7.77K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
642+ 6.56% |
$111K - $119K
|
10.4K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
640+ 14.42% |
$111K - $119K
|
5.08K
$925K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
640+ 14.42% |
$111K - $119K
|
5.08K
$925K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
637+ 9.25% |
$110K - $118K
|
7.52K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
632+ 53.79% |
$110K - $117K
|
1.81K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
624+ 0.85% |
$108K - $116K
|
74.3K
$13.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
623+ 20.68% |
$108K - $115K
|
3.64K
$662K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
619+ 124.8% |
$107K - $115K
|
1.12K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
619+ 0.75% |
$107K - $115K
|
83.2K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
617+ 2.91% |
$107K - $114K
|
21.8K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
616+ 12.65% |
$107K - $114K
|
5.49K
$999K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
613+ 2.11% |
$106K - $114K
|
29.6K
$5.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
610+ 0.55% |
$106K - $113K
|
111K
$20.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
605New |
$105K - $112K
|
605
$110K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
600+ 34.56% |
$104K - $111K
|
2.34K
$426K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
589+ 25.43% |
$102K - $109K
|
2.91K
$529K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
585+ 1.54% |
$101K - $108K
|
38.5K
$7.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
582+ 5.88% |
$101K - $108K
|
10.5K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
581+ 1.07% |
$101K - $108K
|
55K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
577+ 2.08% |
$100K - $107K
|
28.3K
$5.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
577+ 2.11% |
$100K - $107K
|
27.9K
$5.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
575+ 14.07% |
$99.7K - $107K
|
4.66K
$849K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
571+ 3.17% |
$99K - $106K
|
18.6K
$3.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
570+ 4.65% |
$98.8K - $106K
|
12.8K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
560+ 23.58% |
$97.1K - $104K
|
2.94K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
551+ 4.26% |
$95.5K - $102K
|
13.5K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
544New |
$94.3K - $101K
|
544
$99.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
541+ 28.81% |
$93.8K - $100K
|
2.42K
$441K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
540New |
$93.6K - $100K
|
540
$98.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
539+ 10.79% |
$93.4K - $99.9K
|
5.53K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
536+ 14.76% |
$92.9K - $99.3K
|
4.17K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
536+ 23.33% |
$92.9K - $99.3K
|
2.83K
$516K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
535+ 11.56% |
$92.7K - $99.1K
|
5.16K
$940K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
531+ 0.9% |
$92K - $98.4K
|
59.6K
$10.9M
|