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 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-40- 2.22% |
$6.93K - $7.41K
|
1.76K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-40- 3.5% |
$6.93K - $7.41K
|
1.1K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-40- 0.53% |
$6.93K - $7.41K
|
7.57K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-43- 3.18% |
$7.45K - $7.97K
|
1.31K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-43- 1.44% |
$7.45K - $7.97K
|
2.95K
$538K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-44- 1.36% |
$7.63K - $8.15K
|
3.2K
$583K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-44- 1.95% |
$7.63K - $8.15K
|
2.22K
$404K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-44- 1.26% |
$7.63K - $8.15K
|
3.44K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-44- 0.59% |
$7.63K - $8.15K
|
7.44K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-44- 0.22% |
$7.63K - $8.15K
|
19.8K
$3.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-45- 2.17% |
$7.8K - $8.34K
|
2.03K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-45- 0.48% |
$7.8K - $8.34K
|
9.24K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-47- 2.27% |
$8.15K - $8.71K
|
2.02K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-49- 0.35% |
$8.49K - $9.08K
|
14K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 0.85% |
$8.67K - $9.26K
|
5.87K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-50- 2.36% |
$8.67K - $9.26K
|
2.07K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-50- 1.54% |
$8.67K - $9.26K
|
3.2K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-50- 0.84% |
$8.67K - $9.26K
|
5.89K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-51- 3.08% |
$8.84K - $9.45K
|
1.6K
$292K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-51- 1.22% |
$8.84K - $9.45K
|
4.12K
$751K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-51- 2.76% |
$8.84K - $9.45K
|
1.8K
$328K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-51- 3.93% |
$8.84K - $9.45K
|
1.25K
$227K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-52- 0.48% |
$9.01K - $9.64K
|
10.8K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-52- 3.63% |
$9.01K - $9.64K
|
1.38K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-52- 1.29% |
$9.01K - $9.64K
|
3.98K
$724K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-54- 0.97% |
$9.36K - $10K
|
5.5K
$1M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 4.95% |
$9.36K - $10K
|
1.04K
$189K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-55- 0.44% |
$9.53K - $10.2K
|
12.5K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-55- 2.77% |
$9.53K - $10.2K
|
1.93K
$352K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-55- 0.68% |
$9.53K - $10.2K
|
8.04K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-55- 0.76% |
$9.53K - $10.2K
|
7.15K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55- 5.03% |
$9.53K - $10.2K
|
1.04K
$189K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-56- 0.99% |
$9.71K - $10.4K
|
5.59K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-56- 1.18% |
$9.71K - $10.4K
|
4.68K
$853K
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-58- 1.62% |
$10.1K - $10.7K
|
3.52K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-58- 6.0% |
$10.1K - $10.7K
|
909
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-60- 1.06% |
$10.4K - $11.1K
|
5.59K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 0.63% |
$10.4K - $11.1K
|
9.49K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-60- 4.01% |
$10.4K - $11.1K
|
1.44K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-60- 0.75% |
$10.4K - $11.1K
|
7.98K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-62- 6.07% |
$10.7K - $11.5K
|
960
$175K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-62- 4.59% |
$10.7K - $11.5K
|
1.29K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-62- 0.6% |
$10.7K - $11.5K
|
10.3K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-62- 0.77% |
$10.7K - $11.5K
|
8.04K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-62- 1.26% |
$10.7K - $11.5K
|
4.87K
$887K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-63- 0.32% |
$10.9K - $11.7K
|
19.6K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-64- 1.46% |
$11.1K - $11.9K
|
4.31K
$784K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-65- 0.78% |
$11.3K - $12K
|
8.27K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-66- 2.02% |
$11.4K - $12.2K
|
3.21K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-67- 0.65% |
$11.6K - $12.4K
|
10.2K
$1.86M
|