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
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-112- 82.35% |
$19.4K - $20.8K
|
24
$4.37K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-113- 0.21% |
$19.6K - $20.9K
|
54.5K
$9.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-117- 1.56% |
$20.3K - $21.7K
|
7.38K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-120- 3.39% |
$20.8K - $22.2K
|
3.42K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-120- 5.77% |
$20.8K - $22.2K
|
1.96K
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-121- 8.66% |
$21K - $22.4K
|
1.28K
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-123- 1.96% |
$21.3K - $22.8K
|
6.14K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-123- 9.04% |
$21.3K - $22.8K
|
1.24K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-124- 2.63% |
$21.5K - $23K
|
4.58K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-126- 0.21% |
$21.8K - $23.3K
|
59.2K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-127- 1.32% |
$22K - $23.5K
|
9.53K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-130- 0.3% |
$22.5K - $24.1K
|
43.8K
$7.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-131- 4.73% |
$22.7K - $24.3K
|
2.64K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-132- 2.48% |
$22.9K - $24.5K
|
5.2K
$947K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-135- 0.94% |
$23.4K - $25K
|
14.3K
$2.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-136- 2.79% |
$23.6K - $25.2K
|
4.74K
$863K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-138- 3.81% |
$23.9K - $25.6K
|
3.48K
$634K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-140- 6.03% |
$24.3K - $25.9K
|
2.18K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-140- 0.76% |
$24.3K - $25.9K
|
18.2K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-141- 1.4% |
$24.4K - $26.1K
|
9.96K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-141- 5.44% |
$24.4K - $26.1K
|
2.45K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-142- 2.74% |
$24.6K - $26.3K
|
5.03K
$917K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-142- 0.37% |
$24.6K - $26.3K
|
38.3K
$6.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-142- 0.67% |
$24.6K - $26.3K
|
21K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-142- 10.35% |
$24.6K - $26.3K
|
1.23K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-143- 4.04% |
$24.8K - $26.5K
|
3.4K
$619K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-145- 0.78% |
$25.1K - $26.9K
|
18.3K
$3.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-146- 0.3% |
$25.3K - $27.1K
|
49.2K
$8.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-147- 4.0% |
$25.5K - $27.2K
|
3.53K
$643K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-150- 1.45% |
$26K - $27.8K
|
10.2K
$1.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-150- 0.77% |
$26K - $27.8K
|
19.3K
$3.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-150- 2.04% |
$26K - $27.8K
|
7.2K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-150- 1.97% |
$26K - $27.8K
|
7.48K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-150- 0.94% |
$26K - $27.8K
|
15.8K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-150- 5.84% |
$26K - $27.8K
|
2.42K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150- 4.02% |
$26K - $27.8K
|
3.58K
$652K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-152- 2.65% |
$26.3K - $28.2K
|
5.58K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-152- 2.18% |
$26.3K - $28.2K
|
6.82K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-154- 5.77% |
$26.7K - $28.5K
|
2.51K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-160- 4.2% |
$27.7K - $29.6K
|
3.65K
$665K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-160- 11.96% |
$27.7K - $29.6K
|
1.18K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-160- 6.33% |
$27.7K - $29.6K
|
2.37K
$432K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-160- 0.33% |
$27.7K - $29.6K
|
48.4K
$8.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-161- 0.27% |
$27.9K - $29.8K
|
60.6K
$11M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-165- 1.86% |
$28.6K - $30.6K
|
8.71K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-165- 0.63% |
$28.6K - $30.6K
|
26.1K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-165- 1.26% |
$28.6K - $30.6K
|
12.9K
$2.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-167- 1.28% |
$28.9K - $30.9K
|
12.9K
$2.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-167- 9.21% |
$28.9K - $30.9K
|
1.65K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-168- 2.85% |
$29.1K - $31.1K
|
5.73K
$1.04M
|