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 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
339+ 22.19% |
$58.8K - $62.8K
|
1.87K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
331+ 0.35% |
$57.4K - $61.3K
|
96.2K
$17.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
330+ 21.19% |
$57.2K - $61.1K
|
1.89K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
328+ 1.71% |
$56.9K - $60.8K
|
19.5K
$3.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
322+ 15.47% |
$55.8K - $59.7K
|
2.4K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
319+ 1.47% |
$55.3K - $59.1K
|
22K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
316+ 1.14% |
$54.8K - $58.6K
|
28K
$5.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 0.53% |
$54.6K - $58.4K
|
60.3K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
315+ 1.11% |
$54.6K - $58.4K
|
28.6K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
315+ 1.41% |
$54.6K - $58.4K
|
22.7K
$4.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
306+ 11.89% |
$53K - $56.7K
|
2.88K
$525K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
306+ 4.7% |
$53K - $56.7K
|
6.82K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
304+ 8.13% |
$52.7K - $56.3K
|
4.04K
$736K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
299New |
$51.8K - $55.4K
|
299
$54.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
297+ 1.84% |
$51.5K - $55K
|
16.4K
$2.99M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
295+ 13.21% |
$51.1K - $54.7K
|
2.53K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
291+ 1.02% |
$50.4K - $53.9K
|
28.8K
$5.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
283+ 4.12% |
$49.1K - $52.4K
|
7.15K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
274+ 1.73% |
$47.5K - $50.8K
|
16.1K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
273+ 2.46% |
$47.3K - $50.6K
|
11.4K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
266New |
$46.1K - $49.3K
|
266
$48.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
265+ 0.61% |
$45.9K - $49.1K
|
43.8K
$7.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
262+ 0.63% |
$45.4K - $48.5K
|
41.8K
$7.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
261+ 1.61% |
$45.2K - $48.4K
|
16.4K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
260+ 1.95% |
$45.1K - $48.2K
|
13.6K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
259+ 11.54% |
$44.9K - $48K
|
2.5K
$456K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
257+ 1.08% |
$44.5K - $47.6K
|
24.2K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
256+ 3.0% |
$44.4K - $47.4K
|
8.79K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
250+ 8.52% |
$43.3K - $46.3K
|
3.18K
$580K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
250+ 17.08% |
$43.3K - $46.3K
|
1.71K
$312K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
248+ 1.9% |
$43K - $46K
|
13.3K
$2.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
247+ 7.36% |
$42.8K - $45.8K
|
3.6K
$656K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
247+ 7.76% |
$42.8K - $45.8K
|
3.43K
$624K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
239+ 11.53% |
$41.4K - $44.3K
|
2.31K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
233+ 0.54% |
$40.4K - $43.2K
|
43.4K
$7.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
227+ 3.6% |
$39.3K - $42.1K
|
6.53K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
225+ 2.58% |
$39K - $41.7K
|
8.95K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
225+ 7.44% |
$39K - $41.7K
|
3.25K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
223+ 1.97% |
$38.7K - $41.3K
|
11.5K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
223+ 15.72% |
$38.7K - $41.3K
|
1.64K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
221+ 2.89% |
$38.3K - $40.9K
|
7.86K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
220+ 1.53% |
$38.1K - $40.8K
|
14.6K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
220+ 0.49% |
$38.1K - $40.8K
|
44.8K
$8.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
220+ 16.58% |
$38.1K - $40.8K
|
1.55K
$282K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
213+ 0.29% |
$36.9K - $39.5K
|
73.8K
$13.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
211+ 0.71% |
$36.6K - $39.1K
|
29.8K
$5.43M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
210+ 12.77% |
$36.4K - $38.9K
|
1.86K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208+ 4.72% |
$36.1K - $38.5K
|
4.61K
$840K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
208+ 2.66% |
$36.1K - $38.5K
|
8.02K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
206+ 0.97% |
$35.7K - $38.2K
|
21.5K
$3.91M
|