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 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
23.1KNew |
$4.01M - $4.29M
|
23.1K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
22.8K+ 8.23% |
$3.95M - $4.22M
|
300K
$54.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 4.4% |
$3.89M - $4.16M
|
533K
$97.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.9K+ 2.33% |
$3.79M - $4.05M
|
959K
$175M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21.5K+ 16.31% |
$3.73M - $3.99M
|
154K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.4K+ 3.04% |
$3.71M - $3.97M
|
725K
$132M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21.3K+ 3.25% |
$3.69M - $3.95M
|
677K
$123M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.9K+ 17.41% |
$3.45M - $3.69M
|
134K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
19.2K+ 2.22% |
$3.33M - $3.56M
|
886K
$161M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7K+ 3.37% |
$3.25M - $3.47M
|
575K
$105M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
18.3K+ 107.56% |
$3.17M - $3.39M
|
35.3K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 0.57% |
$3.12M - $3.34M
|
3.17M
$578M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
17.9K+ 0.28% |
$3.11M - $3.32M
|
6.45M
$1.17B
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.7K+ 508.01% |
$2.89M - $3.09M
|
20K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 10.55% |
$2.87M - $3.06M
|
173K
$31.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 71.26% |
$2.86M - $3.06M
|
39.7K
$7.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.5K+ 133.51% |
$2.86M - $3.06M
|
28.9K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 6.45% |
$2.83M - $3.02M
|
269K
$49.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.2K+ 1199.11% |
$2.81M - $3.01M
|
17.6K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2K+ 250.98% |
$2.8M - $2.99M
|
22.6K
$4.11M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 13.22% |
$2.8M - $2.99M
|
138K
$25.2M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16K+ 7.99% |
$2.77M - $2.96M
|
216K
$39.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
15.8K+ 2.37% |
$2.74M - $2.93M
|
683K
$124M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.5K+ 238.94% |
$2.51M - $2.68M
|
20.5K
$3.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 4.97% |
$2.48M - $2.66M
|
303K
$55.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.4K+ 769.47% |
$2.32M - $2.48M
|
15.1K
$2.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
13.2K+ 27.56% |
$2.28M - $2.44M
|
60.9K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12.7K+ 112.19% |
$2.2M - $2.35M
|
24K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 0.34% |
$2.19M - $2.34M
|
3.75M
$683M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
12.6K+ 29.18% |
$2.18M - $2.33M
|
55.7K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 2.07% |
$2.16M - $2.31M
|
613K
$112M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 90.28% |
$2.12M - $2.27M
|
25.8K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 6.13% |
$2.11M - $2.26M
|
211K
$38.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 13.27% |
$2.08M - $2.22M
|
102K
$18.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 1.46% |
$2.06M - $2.2M
|
825K
$150M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 17.49% |
$2.05M - $2.2M
|
79.6K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.9K+ 14.5% |
$2.05M - $2.2M
|
93.6K
$17M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 25.45% |
$2.04M - $2.18M
|
58.1K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7K+ 24.53% |
$2.03M - $2.17M
|
59.5K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$2.02M - $2.16M
|
11.6K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 4.39% |
$2.01M - $2.15M
|
276K
$50.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
11.5K+ 4.72% |
$2M - $2.14M
|
256K
$46.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5K+ 8.62% |
$2M - $2.13M
|
145K
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 0.92% |
$2M - $2.13M
|
1.26M
$230M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.9K+ 66.87% |
$1.89M - $2.02M
|
27.2K
$4.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 4.63% |
$1.86M - $1.99M
|
243K
$44.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
10.7K+ 24.59% |
$1.86M - $1.99M
|
54.3K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 1.19% |
$1.81M - $1.93M
|
889K
$162M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.1K+ 28.02% |
$1.75M - $1.87M
|
46K
$8.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.82KNew |
$1.7M - $1.82M
|
9.82K
$1.79M
|