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 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-68- 3.47% |
$11.8K - $12.6K
|
1.89K
$344K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-69- 3.11% |
$12K - $12.8K
|
2.15K
$392K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-69- 4.42% |
$12K - $12.8K
|
1.49K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-70- 1.28% |
$12.1K - $13K
|
5.41K
$986K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-70- 0.92% |
$12.1K - $13K
|
7.56K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-71- 3.7% |
$12.3K - $13.2K
|
1.85K
$336K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-71- 3.82% |
$12.3K - $13.2K
|
1.79K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-71- 0.41% |
$12.3K - $13.2K
|
17.3K
$3.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-72- 0.43% |
$12.5K - $13.3K
|
16.6K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-72- 4.24% |
$12.5K - $13.3K
|
1.63K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-73- 3.2% |
$12.7K - $13.5K
|
2.21K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-76- 0.24% |
$13.2K - $14.1K
|
31.6K
$5.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-77- 0.49% |
$13.3K - $14.3K
|
15.5K
$2.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-78- 2.48% |
$13.5K - $14.5K
|
3.07K
$559K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-79- 4.8% |
$13.7K - $14.6K
|
1.57K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 6.02% |
$13.9K - $14.8K
|
1.25K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-82- 0.37% |
$14.2K - $15.2K
|
22.4K
$4.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-82- 0.49% |
$14.2K - $15.2K
|
16.8K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-83- 3.98% |
$14.4K - $15.4K
|
2K
$364K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-86- 1.59% |
$14.9K - $15.9K
|
5.32K
$969K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-87- 1.38% |
$15.1K - $16.1K
|
6.23K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-87Closed |
$15.1K - $16.1K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-88- 3.44% |
$15.3K - $16.3K
|
2.47K
$450K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-89- 3.36% |
$15.4K - $16.5K
|
2.56K
$466K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 7.25% |
$15.6K - $16.7K
|
1.15K
$210K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-91- 3.48% |
$15.8K - $16.9K
|
2.53K
$460K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-91- 0.47% |
$15.8K - $16.9K
|
19.3K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-93- 2.85% |
$16.1K - $17.2K
|
3.17K
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-95- 0.67% |
$16.5K - $17.6K
|
14.1K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-96- 2.97% |
$16.6K - $17.8K
|
3.13K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-96- 3.04% |
$16.6K - $17.8K
|
3.07K
$558K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-97- 3.17% |
$16.8K - $18K
|
2.96K
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-100- 4.87% |
$17.3K - $18.5K
|
1.95K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 4.65% |
$17.3K - $18.5K
|
2.05K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 5.45% |
$17.3K - $18.5K
|
1.73K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.48% |
$17.3K - $18.5K
|
20.6K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.07% |
$17.3K - $18.5K
|
4.73K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.37% |
$17.3K - $18.5K
|
26.6K
$4.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-101- 1.14% |
$17.5K - $18.7K
|
8.72K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-103- 2.27% |
$17.9K - $19.1K
|
4.43K
$807K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-104- 0.24% |
$18K - $19.3K
|
44.1K
$8.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-106- 3.95% |
$18.4K - $19.6K
|
2.58K
$470K
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-107- 0.53% |
$18.5K - $19.8K
|
20K
$3.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-108- 1.05% |
$18.7K - $20K
|
10.2K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-110- 3.28% |
$19.1K - $20.4K
|
3.25K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-110- 13.73% |
$19.1K - $20.4K
|
691
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-110- 3.68% |
$19.1K - $20.4K
|
2.88K
$524K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-111- 0.84% |
$19.2K - $20.6K
|
13.2K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-111- 0.67% |
$19.2K - $20.6K
|
16.4K
$3M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-112- 0.98% |
$19.4K - $20.8K
|
11.3K
$2.06M
|