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 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-237- 7.43% |
$41.1K - $43.9K
|
2.95K
$538K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-240- 5.52% |
$41.6K - $44.5K
|
4.11K
$748K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-242- 9.95% |
$41.9K - $44.8K
|
2.19K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-246- 14.99% |
$42.6K - $45.6K
|
1.4K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-247- 0.59% |
$42.8K - $45.8K
|
41.9K
$7.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-249- 2.78% |
$43.2K - $46.1K
|
8.69K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-250- 5.47% |
$43.3K - $46.3K
|
4.32K
$787K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-250- 1.83% |
$43.3K - $46.3K
|
13.4K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-251- 12.04% |
$43.5K - $46.5K
|
1.83K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-254- 8.37% |
$44K - $47.1K
|
2.78K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-254- 18.77% |
$44K - $47.1K
|
1.1K
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-255- 12.05% |
$44.2K - $47.2K
|
1.86K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-256- 2.09% |
$44.4K - $47.4K
|
12K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-260- 11.23% |
$45.1K - $48.2K
|
2.06K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-261- 5.14% |
$45.2K - $48.4K
|
4.82K
$878K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-265- 0.62% |
$45.9K - $49.1K
|
42.8K
$7.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-271- 2.17% |
$47K - $50.2K
|
12.2K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-273- 2.5% |
$47.3K - $50.6K
|
10.7K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-275- 18.06% |
$47.7K - $51K
|
1.25K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-275- 0.94% |
$47.7K - $51K
|
29.1K
$5.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-277- 9.39% |
$48K - $51.3K
|
2.67K
$487K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-279- 6.96% |
$48.4K - $51.7K
|
3.73K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-280- 12.5% |
$48.5K - $51.9K
|
1.96K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-280- 5.22% |
$48.5K - $51.9K
|
5.08K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-282- 24.52% |
$48.9K - $52.3K
|
868
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-282- 14.92% |
$48.9K - $52.3K
|
1.61K
$293K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-283- 0.67% |
$49.1K - $52.4K
|
41.9K
$7.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-284- 0.46% |
$49.2K - $52.6K
|
62K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-285- 1.22% |
$49.4K - $52.8K
|
23.1K
$4.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-286- 0.37% |
$49.6K - $53K
|
77.5K
$14.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-287- 0.42% |
$49.7K - $53.2K
|
67.6K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-288- 1.29% |
$49.9K - $53.4K
|
22.1K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-293- 5.17% |
$50.8K - $54.3K
|
5.37K
$978K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-293- 1.39% |
$50.8K - $54.3K
|
20.8K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-296- 5.36% |
$51.3K - $54.8K
|
5.23K
$952K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-297- 1.12% |
$51.5K - $55K
|
26.2K
$4.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 46.15% |
$52K - $55.6K
|
350
$63.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-301- 65.29% |
$52.2K - $55.8K
|
160
$29.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-302- 4.77% |
$52.3K - $56K
|
6.03K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-303- 2.18% |
$52.5K - $56.1K
|
13.6K
$2.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-304- 2.46% |
$52.7K - $56.3K
|
12.1K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-309- 13.45% |
$53.6K - $57.3K
|
1.99K
$362K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-313- 4.74% |
$54.3K - $58K
|
6.3K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-313- 4.29% |
$54.3K - $58K
|
6.98K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-315- 16.98% |
$54.6K - $58.4K
|
1.54K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-317- 13.02% |
$54.9K - $58.7K
|
2.12K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-321- 2.17% |
$55.6K - $59.5K
|
14.5K
$2.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-326- 0.87% |
$56.5K - $60.4K
|
37.2K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-326- 9.62% |
$56.5K - $60.4K
|
3.06K
$558K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-326- 9.62% |
$56.5K - $60.4K
|
3.06K
$558K
|