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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
528+ 1.42% |
$91.5K - $97.8K
|
37.7K
$6.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
524+ 17.25% |
$90.8K - $97.1K
|
3.56K
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
523+ 0.49% |
$90.7K - $96.9K
|
108K
$19.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
523+ 34.09% |
$90.7K - $96.9K
|
2.06K
$375K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
520+ 0.44% |
$90.1K - $96.4K
|
118K
$21.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
514+ 4.12% |
$89.1K - $95.2K
|
13K
$2.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
509+ 43.73% |
$88.2K - $94.3K
|
1.67K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
508+ 71.35% |
$88.1K - $94.1K
|
1.22K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
499+ 4.26% |
$86.5K - $92.5K
|
12.2K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
496+ 2.5% |
$86K - $91.9K
|
20.3K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
496+ 1.56% |
$86K - $91.9K
|
32.3K
$5.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
491+ 1.84% |
$85.1K - $91K
|
27.2K
$4.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
488+ 0.97% |
$84.6K - $90.4K
|
51K
$9.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
486New |
$84.2K - $90.1K
|
486
$88.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
483+ 2.49% |
$83.7K - $89.5K
|
19.9K
$3.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
475+ 10.14% |
$82.3K - $88K
|
5.16K
$940K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
474+ 1.59% |
$82.2K - $87.8K
|
30.3K
$5.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
471+ 33.67% |
$81.6K - $87.3K
|
1.87K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
469+ 10.83% |
$81.3K - $86.9K
|
4.8K
$875K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
467+ 0.9% |
$80.9K - $86.5K
|
52.2K
$9.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
460+ 0.53% |
$79.7K - $85.2K
|
86.9K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
459+ 2.54% |
$79.6K - $85K
|
18.5K
$3.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
450+ 19.88% |
$78K - $83.4K
|
2.71K
$494K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
441+ 4.57% |
$76.4K - $81.7K
|
10.1K
$1.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
435+ 1.55% |
$75.4K - $80.6K
|
28.4K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
433+ 16.03% |
$75.1K - $80.2K
|
3.14K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
430+ 8.07% |
$74.5K - $79.7K
|
5.76K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
421+ 24.52% |
$73K - $78K
|
2.14K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
418+ 24.26% |
$72.5K - $77.5K
|
2.14K
$390K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
414+ 6.15% |
$71.8K - $76.7K
|
7.15K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
411+ 4.71% |
$71.2K - $76.2K
|
9.14K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
411+ 1.33% |
$71.2K - $76.2K
|
31.4K
$5.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
400+ 6.18% |
$69.3K - $74.1K
|
6.88K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
398+ 115.36% |
$69K - $73.7K
|
743
$135K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
397+ 1.01% |
$68.8K - $73.6K
|
39.9K
$7.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
395+ 12.45% |
$68.5K - $73.2K
|
3.57K
$650K
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
390+ 29.3% |
$67.6K - $72.3K
|
1.72K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
388+ 4.6% |
$67.3K - $71.9K
|
8.82K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
388+ 10.51% |
$67.3K - $71.9K
|
4.08K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
383+ 0.61% |
$66.4K - $71K
|
63.4K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
382+ 3.19% |
$66.2K - $70.8K
|
12.3K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
378+ 17.07% |
$65.5K - $70K
|
2.59K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
363+ 12.28% |
$62.9K - $67.3K
|
3.32K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
356+ 0.43% |
$61.7K - $66K
|
82.7K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
353+ 29.86% |
$61.2K - $65.4K
|
1.54K
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 1.0% |
$60.5K - $64.7K
|
35.1K
$6.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
348+ 9.4% |
$60.3K - $64.5K
|
4.05K
$738K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
343+ 9.09% |
$59.5K - $63.6K
|
4.12K
$750K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
342New |
$59.3K - $63.4K
|
342
$62.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
339+ 2.73% |
$58.8K - $62.8K
|
12.8K
$2.32M
|