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 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$520 - $556
|
8.3K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 0.11% |
$520 - $556
|
2.85K
$519K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
3+ 0.02% |
$520 - $556
|
12.6K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3+ 0.27% |
$520 - $556
|
1.12K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.1% |
$347 - $371
|
2.07K
$376K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.03% |
$347 - $371
|
6.27K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$347 - $371
|
27.9K
$5.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.07% |
$173 - $185
|
1.4K
$256K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.33% |
$173 - $185
|
31
$5.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$173 - $185
|
2.97K
$540K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$173 - $185
|
7.35K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1+ 0.04% |
$173 - $185
|
2.49K
$453K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.0% |
$173 - $185
|
25.1K
$4.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.06% |
$173 - $185
|
1.69K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$173 - $185
|
9.26K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.08% |
$173 - $185
|
1.31K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$173 - $185
|
2.59K
$472K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.06% |
$173 - $185
|
1.72K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$173 - $185
|
15.5K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1- 0.04% |
$173 - $185
|
2.34K
$426K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2- 0.11% |
$347 - $371
|
1.86K
$339K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$347 - $371
|
2.22K
$404K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.19% |
$520 - $556
|
1.6K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3- 0.07% |
$520 - $556
|
4.51K
$821K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.01% |
$520 - $556
|
32.3K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$520 - $556
|
2.75K
$501K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-4- 0.1% |
$693 - $741
|
3.81K
$693K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4- 0.11% |
$693 - $741
|
3.8K
$691K
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-5- 0.06% |
$867 - $926
|
8.51K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$867 - $926
|
2.67K
$487K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-5- 0.16% |
$867 - $926
|
3.09K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5- 0.16% |
$867 - $926
|
3.05K
$556K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.06% |
$1.04K - $1.11K
|
10.4K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.64% |
$1.04K - $1.11K
|
936
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7- 0.22% |
$1.21K - $1.3K
|
3.15K
$574K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-7- 0.58% |
$1.21K - $1.3K
|
1.21K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.6% |
$1.21K - $1.3K
|
1.16K
$211K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-7- 1.3% |
$1.21K - $1.3K
|
530
$96.5K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8- 0.11% |
$1.39K - $1.48K
|
6.95K
$1.27M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-9- 0.09% |
$1.56K - $1.67K
|
9.74K
$1.77M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$1.73K - $1.85K
|
10.5K
$1.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 0.7% |
$1.73K - $1.85K
|
1.42K
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-10- 0.19% |
$1.73K - $1.85K
|
5.39K
$982K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.7% |
$1.73K - $1.85K
|
1.41K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.6% |
$1.73K - $1.85K
|
1.65K
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11- 0.33% |
$1.91K - $2.04K
|
3.33K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11- 3.68% |
$1.91K - $2.04K
|
288
$52.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12- 1.65% |
$2.08K - $2.22K
|
716
$130K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-13- 0.13% |
$2.25K - $2.41K
|
10.3K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13- 0.25% |
$2.25K - $2.41K
|
5.12K
$933K
|