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 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-327- 2.66% |
$56.7K - $60.6K
|
12K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-333- 1.33% |
$57.7K - $61.7K
|
24.6K
$4.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-333- 0.43% |
$57.7K - $61.7K
|
77.7K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-336- 1.16% |
$58.2K - $62.3K
|
28.6K
$5.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-337- 15.6% |
$58.4K - $62.4K
|
1.82K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-338- 8.8% |
$58.6K - $62.6K
|
3.5K
$638K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-338- 0.15% |
$58.6K - $62.6K
|
219K
$39.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-338- 3.45% |
$58.6K - $62.6K
|
9.46K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-340- 1.84% |
$58.9K - $63K
|
18.1K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-342- 4.39% |
$59.3K - $63.4K
|
7.45K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-346- 12.85% |
$60K - $64.1K
|
2.35K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-350- 11.84% |
$60.7K - $64.9K
|
2.61K
$475K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-351- 85.61% |
$60.8K - $65K
|
59
$10.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-355- 1.53% |
$61.5K - $65.8K
|
22.9K
$4.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-356- 11.73% |
$61.7K - $66K
|
2.68K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-360- 6.65% |
$62.4K - $66.7K
|
5.05K
$920K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-362- 2.81% |
$62.7K - $67.1K
|
12.5K
$2.28M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-363- 9.5% |
$62.9K - $67.3K
|
3.46K
$630K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-366- 10.54% |
$63.4K - $67.8K
|
3.11K
$566K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-367- 2.9% |
$63.6K - $68K
|
12.3K
$2.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-370- 2.14% |
$64.1K - $68.6K
|
17K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-371- 1.73% |
$64.3K - $68.7K
|
21K
$3.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-371- 8.94% |
$64.3K - $68.7K
|
3.78K
$688K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-376- 9.18% |
$65.2K - $69.7K
|
3.72K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-378- 0.75% |
$65.5K - $70K
|
49.8K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-378- 0.62% |
$65.5K - $70K
|
60.8K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-379- 15.07% |
$65.7K - $70.2K
|
2.14K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-380- 0.57% |
$65.9K - $70.4K
|
66.5K
$12.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-383- 6.96% |
$66.4K - $71K
|
5.12K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-384- 3.27% |
$66.6K - $71.2K
|
11.3K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-385- 7.19% |
$66.7K - $71.3K
|
4.97K
$905K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-385- 2.41% |
$66.7K - $71.3K
|
15.6K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-386- 0.36% |
$66.9K - $71.5K
|
107K
$19.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-388- 7.35% |
$67.3K - $71.9K
|
4.89K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-388- 3.65% |
$67.3K - $71.9K
|
10.2K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-390- 4.75% |
$67.6K - $72.3K
|
7.83K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-391- 23.5% |
$67.8K - $72.4K
|
1.27K
$232K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-399- 9.96% |
$69.2K - $73.9K
|
3.61K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400- 6.65% |
$69.3K - $74.1K
|
5.61K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-401- 12.09% |
$69.5K - $74.3K
|
2.92K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-403- 4.59% |
$69.9K - $74.7K
|
8.38K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-404- 0.49% |
$70K - $74.9K
|
82.4K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-408- 11.23% |
$70.7K - $75.6K
|
3.23K
$588K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-410- 26.25% |
$71.1K - $76K
|
1.15K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-410- 10.54% |
$71.1K - $76K
|
3.48K
$634K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-415- 2.98% |
$71.9K - $76.9K
|
13.5K
$2.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-419- 0.62% |
$72.6K - $77.6K
|
67.3K
$12.3M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-420- 0.74% |
$72.8K - $77.8K
|
56.3K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-420- 2.46% |
$72.8K - $77.8K
|
16.7K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-422- 1.23% |
$73.1K - $78.2K
|
33.9K
$6.17M
|