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
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 10.83% |
$35.5K - $38K
|
2.1K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
204+ 2.02% |
$35.4K - $37.8K
|
10.3K
$1.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
200+ 3.93% |
$34.7K - $37.1K
|
5.29K
$964K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
196+ 15.32% |
$34K - $36.3K
|
1.48K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
195+ 5.1% |
$33.8K - $36.1K
|
4.02K
$731K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195+ 165.25% |
$33.8K - $36.1K
|
313
$57K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
192+ 3.01% |
$33.3K - $35.6K
|
6.58K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
189+ 0.12% |
$32.8K - $35K
|
153K
$27.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
187+ 0.34% |
$32.4K - $34.6K
|
55.3K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
184+ 0.59% |
$31.9K - $34.1K
|
31.4K
$5.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
181+ 0.94% |
$31.4K - $33.5K
|
19.3K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
181New |
$31.4K - $33.5K
|
181
$33K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
177+ 4.52% |
$30.7K - $32.8K
|
4.09K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
177+ 10.97% |
$30.7K - $32.8K
|
1.79K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
176+ 11.99% |
$30.5K - $32.6K
|
1.64K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
176+ 2.0% |
$30.5K - $32.6K
|
8.97K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
176+ 7.14% |
$30.5K - $32.6K
|
2.64K
$481K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
175+ 3.5% |
$30.3K - $32.4K
|
5.18K
$944K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
174+ 2.96% |
$30.2K - $32.2K
|
6.04K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
173+ 4.28% |
$30K - $32.1K
|
4.21K
$767K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
171+ 2.02% |
$29.6K - $31.7K
|
8.65K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
170+ 2.43% |
$29.5K - $31.5K
|
7.17K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
168+ 42.0% |
$29.1K - $31.1K
|
568
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
164+ 2.76% |
$28.4K - $30.4K
|
6.12K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
163+ 1.31% |
$28.3K - $30.2K
|
12.6K
$2.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
162+ 1.43% |
$28.1K - $30K
|
11.5K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161+ 5.08% |
$27.9K - $29.8K
|
3.33K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
161+ 2.67% |
$27.9K - $29.8K
|
6.18K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
160+ 5.28% |
$27.7K - $29.6K
|
3.19K
$582K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
160+ 1.0% |
$27.7K - $29.6K
|
16.1K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
160+ 5.1% |
$27.7K - $29.6K
|
3.3K
$600K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
158+ 1.58% |
$27.4K - $29.3K
|
10.2K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
157+ 146.73% |
$27.2K - $29.1K
|
264
$48.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
155+ 2.07% |
$26.9K - $28.7K
|
7.65K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154+ 84.62% |
$26.7K - $28.5K
|
336
$61.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
151+ 0.41% |
$26.2K - $28K
|
37.3K
$6.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
149+ 1.96% |
$25.8K - $27.6K
|
7.77K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
148+ 2.69% |
$25.7K - $27.4K
|
5.66K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
148+ 0.92% |
$25.7K - $27.4K
|
16.2K
$2.96M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
148+ 1.92% |
$25.7K - $27.4K
|
7.84K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
145+ 371.79% |
$25.1K - $26.9K
|
184
$33.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
145+ 3.29% |
$25.1K - $26.9K
|
4.55K
$829K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$24.3K - $25.9K
|
140
$25.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
139+ 7.47% |
$24.1K - $25.8K
|
2K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
139+ 4.01% |
$24.1K - $25.8K
|
3.61K
$657K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
137+ 4.52% |
$23.7K - $25.4K
|
3.17K
$577K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
137+ 1.44% |
$23.7K - $25.4K
|
9.62K
$1.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
136New |
$23.6K - $25.2K
|
136
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
135+ 41.8% |
$23.4K - $25K
|
458
$83.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
134+ 0.4% |
$23.2K - $24.8K
|
34K
$6.2M
|