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 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133New |
$23.1K - $24.6K
|
133
$24.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
132+ 13.4% |
$22.9K - $24.5K
|
1.12K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 0.57% |
$22.7K - $24.3K
|
22.9K
$4.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 0.21% |
$22.5K - $24.1K
|
61.3K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
130+ 2.79% |
$22.5K - $24.1K
|
4.79K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129+ 78.66% |
$22.4K - $23.9K
|
293
$53.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
127+ 0.91% |
$22K - $23.5K
|
14.1K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
125+ 3.63% |
$21.7K - $23.2K
|
3.57K
$650K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
123+ 0.37% |
$21.3K - $22.8K
|
33.7K
$6.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
121+ 4.99% |
$21K - $22.4K
|
2.54K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121+ 3.04% |
$21K - $22.4K
|
4.1K
$747K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
120+ 0.61% |
$20.8K - $22.2K
|
19.9K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
120+ 1.16% |
$20.8K - $22.2K
|
10.5K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 0.24% |
$20.1K - $21.5K
|
49.3K
$8.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
113+ 7.21% |
$19.6K - $20.9K
|
1.68K
$306K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
110+ 0.1% |
$19.1K - $20.4K
|
106K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
109+ 0.5% |
$18.9K - $20.2K
|
21.8K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 7.71% |
$18.9K - $20.2K
|
1.52K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
108+ 0.54% |
$18.7K - $20K
|
20.1K
$3.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 5.07% |
$18.4K - $19.6K
|
2.2K
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
106+ 3.81% |
$18.4K - $19.6K
|
2.89K
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.27% |
$18.4K - $19.6K
|
8.46K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
105+ 33.55% |
$18.2K - $19.5K
|
418
$76.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
102+ 0.52% |
$17.7K - $18.9K
|
19.6K
$3.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
101+ 1.67% |
$17.5K - $18.7K
|
6.16K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
101+ 3.02% |
$17.5K - $18.7K
|
3.44K
$627K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
101+ 1.5% |
$17.5K - $18.7K
|
6.81K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
100+ 1.48% |
$17.3K - $18.5K
|
6.84K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
100+ 0.23% |
$17.3K - $18.5K
|
43.4K
$7.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
100+ 5000.0% |
$17.3K - $18.5K
|
102
$18.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
100+ 1.42% |
$17.3K - $18.5K
|
7.15K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
98+ 8.05% |
$17K - $18.2K
|
1.32K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
96+ 5.53% |
$16.6K - $17.8K
|
1.83K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
95+ 1.08% |
$16.5K - $17.6K
|
8.92K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
93+ 1.98% |
$16.1K - $17.2K
|
4.78K
$871K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
93+ 0.04% |
$16.1K - $17.2K
|
252K
$46M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
92+ 6.03% |
$15.9K - $17K
|
1.62K
$295K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
92+ 7.35% |
$15.9K - $17K
|
1.34K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
89+ 2.46% |
$15.4K - $16.5K
|
3.71K
$675K
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
88+ 1.84% |
$15.3K - $16.3K
|
4.88K
$888K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
85+ 8.33% |
$14.7K - $15.7K
|
1.11K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
83+ 2.6% |
$14.4K - $15.4K
|
3.28K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
82New |
$14.2K - $15.2K
|
82
$14.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
81+ 0.44% |
$14K - $15K
|
18.6K
$3.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 0.57% |
$14K - $15K
|
14.4K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
80+ 4.76% |
$13.9K - $14.8K
|
1.76K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 1.28% |
$13.9K - $14.8K
|
6.35K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
78+ 0.19% |
$13.5K - $14.5K
|
40.7K
$7.42M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
77+ 4.99% |
$13.3K - $14.3K
|
1.62K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
77+ 0.94% |
$13.3K - $14.3K
|
8.27K
$1.51M
|