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 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
30New |
$5.2K - $5.56K
|
30
$5.46K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 0.52% |
$5.2K - $5.56K
|
5.8K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
30+ 1.04% |
$5.2K - $5.56K
|
2.92K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30+ 1.67% |
$5.2K - $5.56K
|
1.83K
$332K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
27+ 0.23% |
$4.68K - $5K
|
11.8K
$2.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.56% |
$4.68K - $5K
|
4.83K
$880K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
26+ 1.27% |
$4.51K - $4.82K
|
2.07K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 1.44% |
$4.33K - $4.63K
|
1.76K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
23+ 14.65% |
$3.99K - $4.26K
|
180
$32.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
23+ 1.17% |
$3.99K - $4.26K
|
1.99K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
21+ 1.9% |
$3.64K - $3.89K
|
1.13K
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21+ 0.54% |
$3.64K - $3.89K
|
3.94K
$717K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.87% |
$3.47K - $3.71K
|
2.32K
$423K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.87% |
$3.47K - $3.71K
|
2.32K
$423K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 2.52% |
$3.47K - $3.71K
|
815
$148K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
20+ 1.46% |
$3.47K - $3.71K
|
1.39K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.29% |
$3.29K - $3.52K
|
6.55K
$1.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.7% |
$3.12K - $3.34K
|
2.6K
$474K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
18+ 1.57% |
$3.12K - $3.34K
|
1.16K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 1.06% |
$3.12K - $3.34K
|
1.72K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.94% |
$2.95K - $3.15K
|
1.82K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 1.35% |
$2.95K - $3.15K
|
1.28K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 0.51% |
$2.95K - $3.15K
|
3.36K
$612K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16+ 0.43% |
$2.77K - $2.96K
|
3.74K
$680K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16+ 0.33% |
$2.77K - $2.96K
|
4.93K
$899K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
16+ 0.44% |
$2.77K - $2.96K
|
3.63K
$661K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 0.21% |
$2.77K - $2.96K
|
7.59K
$1.38M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
16+ 0.16% |
$2.77K - $2.96K
|
9.75K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$2.6K - $2.78K
|
15
$2.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.28% |
$2.6K - $2.78K
|
5.28K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
15+ 0.64% |
$2.6K - $2.78K
|
2.35K
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 150.0% |
$2.6K - $2.78K
|
25
$4.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.22% |
$2.08K - $2.22K
|
5.54K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.04% |
$1.91K - $2.04K
|
26.6K
$4.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10+ 0.58% |
$1.73K - $1.85K
|
1.72K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.06% |
$1.73K - $1.85K
|
16.9K
$3.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 0.16% |
$1.56K - $1.67K
|
5.46K
$995K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.73% |
$1.56K - $1.67K
|
1.24K
$225K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.39K - $1.48K
|
12.7K
$2.32M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
7+ 12.5% |
$1.21K - $1.3K
|
63
$11.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7+ 0.18% |
$1.21K - $1.3K
|
3.92K
$714K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
7+ 0.05% |
$1.21K - $1.3K
|
13.8K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7+ 0.22% |
$1.21K - $1.3K
|
3.13K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.09% |
$1.21K - $1.3K
|
7.76K
$1.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.15% |
$867 - $926
|
3.38K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$867 - $926
|
1.16K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$867 - $926
|
5
$911
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$693 - $741
|
4
$729
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.11% |
$520 - $556
|
2.73K
$498K
|