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 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 1.53% |
$2.25K - $2.41K
|
839
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-13- 0.08% |
$2.25K - $2.41K
|
16.9K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13- 0.65% |
$2.25K - $2.41K
|
1.99K
$363K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-14- 0.34% |
$2.43K - $2.59K
|
4.13K
$753K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14- 10.85% |
$2.43K - $2.59K
|
115
$20.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 0.91% |
$2.43K - $2.59K
|
1.52K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14- 0.74% |
$2.43K - $2.59K
|
1.89K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 17.5% |
$2.43K - $2.59K
|
66
$12K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-15- 1.06% |
$2.6K - $2.78K
|
1.4K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15- 0.27% |
$2.6K - $2.78K
|
5.62K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18- 0.09% |
$3.12K - $3.34K
|
19.5K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-18- 0.12% |
$3.12K - $3.34K
|
15.3K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-18- 0.38% |
$3.12K - $3.34K
|
4.7K
$856K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-19- 0.31% |
$3.29K - $3.52K
|
6.18K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-19- 1.0% |
$3.29K - $3.52K
|
1.88K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 1.52% |
$3.29K - $3.52K
|
1.23K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-19- 0.6% |
$3.29K - $3.52K
|
3.16K
$576K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.55% |
$3.47K - $3.71K
|
3.61K
$658K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 1.18% |
$3.47K - $3.71K
|
1.68K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-20- 0.07% |
$3.47K - $3.71K
|
27.9K
$5.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-21- 0.46% |
$3.64K - $3.89K
|
4.53K
$825K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-21- 0.4% |
$3.64K - $3.89K
|
5.25K
$957K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22- 33.33% |
$3.81K - $4.08K
|
44
$8.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-22- 1.55% |
$3.81K - $4.08K
|
1.4K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-22- 0.1% |
$3.81K - $4.08K
|
21.4K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-22- 0.21% |
$3.81K - $4.08K
|
10.2K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-23- 0.15% |
$3.99K - $4.26K
|
15.1K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-24- 0.85% |
$4.16K - $4.45K
|
2.82K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-24- 0.65% |
$4.16K - $4.45K
|
3.69K
$672K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24- 0.47% |
$4.16K - $4.45K
|
5.07K
$924K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-25- 0.75% |
$4.33K - $4.63K
|
3.33K
$607K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 1.14% |
$4.33K - $4.63K
|
2.18K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 17.01% |
$4.33K - $4.63K
|
122
$22.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-26- 0.07% |
$4.51K - $4.82K
|
39K
$7.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 72.22% |
$4.51K - $4.82K
|
10
$1.82K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-27- 2.14% |
$4.68K - $5K
|
1.24K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-29- 0.08% |
$5.03K - $5.37K
|
35.6K
$6.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.74% |
$5.03K - $5.37K
|
3.89K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 1.95% |
$5.03K - $5.37K
|
1.46K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-30- 0.13% |
$5.2K - $5.56K
|
22.6K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30- 37.97% |
$5.2K - $5.56K
|
49
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-30- 1.14% |
$5.2K - $5.56K
|
2.61K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31- 0.15% |
$5.37K - $5.74K
|
20.6K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-32- 0.46% |
$5.55K - $5.93K
|
6.94K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 0.23% |
$5.72K - $6.11K
|
14.4K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-34- 2.86% |
$5.89K - $6.3K
|
1.16K
$211K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.1% |
$6.24K - $6.67K
|
34.6K
$6.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-39- 0.3% |
$6.76K - $7.23K
|
12.9K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-39- 0.32% |
$6.76K - $7.23K
|
12.3K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.5% |
$6.93K - $7.41K
|
1.56K
$284K
|