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 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
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-168- 0.83% |
$29.1K - $31.1K
|
20K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-169- 13.22% |
$29.3K - $31.3K
|
1.11K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-170- 0.92% |
$29.5K - $31.5K
|
18.4K
$3.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-171- 5.16% |
$29.6K - $31.7K
|
3.15K
$573K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-171- 1.55% |
$29.6K - $31.7K
|
10.9K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-172- 3.37% |
$29.8K - $31.9K
|
4.93K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-172- 5.55% |
$29.8K - $31.9K
|
2.93K
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-174- 0.86% |
$30.2K - $32.2K
|
20K
$3.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-176- 2.21% |
$30.5K - $32.6K
|
7.79K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-179- 4.91% |
$31K - $33.2K
|
3.46K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-180- 0.69% |
$31.2K - $33.4K
|
25.7K
$4.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-184- 1.96% |
$31.9K - $34.1K
|
9.21K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-185- 0.94% |
$32.1K - $34.3K
|
19.6K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-188- 24.8% |
$32.6K - $34.8K
|
570
$104K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-190- 7.13% |
$32.9K - $35.2K
|
2.48K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 1.0% |
$32.9K - $35.2K
|
18.8K
$3.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-193- 9.52% |
$33.5K - $35.8K
|
1.84K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-194- 9.4% |
$33.6K - $35.9K
|
1.87K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-195- 0.85% |
$33.8K - $36.1K
|
22.7K
$4.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-200- 4.18% |
$34.7K - $37.1K
|
4.59K
$835K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-200- 15.4% |
$34.7K - $37.1K
|
1.1K
$200K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 5.1% |
$34.7K - $37.1K
|
3.73K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 2.74% |
$34.7K - $37.1K
|
7.11K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-200- 4.69% |
$34.7K - $37.1K
|
4.06K
$740K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-201- 1.63% |
$34.8K - $37.2K
|
12.1K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-204- 1.3% |
$35.4K - $37.8K
|
15.5K
$2.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-205- 15.73% |
$35.5K - $38K
|
1.1K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-205- 2.03% |
$35.5K - $38K
|
9.9K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-205- 2.46% |
$35.5K - $38K
|
8.14K
$1.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-206- 0.8% |
$35.7K - $38.2K
|
25.6K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-206- 3.47% |
$35.7K - $38.2K
|
5.73K
$1.04M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-208- 5.16% |
$36.1K - $38.5K
|
3.82K
$696K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-211- 15.61% |
$36.6K - $39.1K
|
1.14K
$208K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-218- 2.08% |
$37.8K - $40.4K
|
10.3K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-220- 5.7% |
$38.1K - $40.8K
|
3.64K
$664K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-222- 5.66% |
$38.5K - $41.1K
|
3.7K
$674K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-223- 9.06% |
$38.7K - $41.3K
|
2.24K
$408K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-224- 16.37% |
$38.8K - $41.5K
|
1.14K
$208K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-225- 2.95% |
$39K - $41.7K
|
7.41K
$1.35M
|