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 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-426- 8.96% |
$73.8K - $78.9K
|
4.33K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-427- 27.96% |
$74K - $79.1K
|
1.1K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-430- 21.18% |
$74.5K - $79.7K
|
1.6K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-430- 8.86% |
$74.5K - $79.7K
|
4.42K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-435- 5.07% |
$75.4K - $80.6K
|
8.15K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-440- 5.85% |
$76.3K - $81.5K
|
7.08K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-444- 6.26% |
$77K - $82.3K
|
6.64K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-444- 0.64% |
$77K - $82.3K
|
68.9K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-449- 0.91% |
$77.8K - $83.2K
|
49.1K
$8.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-449- 1.1% |
$77.8K - $83.2K
|
40.5K
$7.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-449- 3.52% |
$77.8K - $83.2K
|
12.3K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-450- 5.86% |
$78K - $83.4K
|
7.22K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-451- 0.72% |
$78.2K - $83.6K
|
61.9K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-451- 2.25% |
$78.2K - $83.6K
|
19.6K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-452- 20.76% |
$78.3K - $83.8K
|
1.73K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-456- 1.22% |
$79K - $84.5K
|
36.8K
$6.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-459- 11.61% |
$79.6K - $85K
|
3.49K
$636K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-463- 3.94% |
$80.3K - $85.8K
|
11.3K
$2.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-465- 29.1% |
$80.6K - $86.2K
|
1.13K
$206K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-466- 2.51% |
$80.8K - $86.3K
|
18.1K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-468- 10.23% |
$81.1K - $86.7K
|
4.11K
$748K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-469- 16.27% |
$81.3K - $86.9K
|
2.41K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-472- 7.17% |
$81.8K - $87.5K
|
6.12K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-472- 11.29% |
$81.8K - $87.5K
|
3.71K
$675K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-475- 22.65% |
$82.3K - $88K
|
1.62K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-475- 20.1% |
$82.3K - $88K
|
1.89K
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-480- 1.32% |
$83.2K - $88.9K
|
35.8K
$6.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-480- 4.41% |
$83.2K - $88.9K
|
10.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-485- 4.05% |
$84.1K - $89.9K
|
11.5K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-487- 0.62% |
$84.4K - $90.2K
|
77.5K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-487- 7.52% |
$84.4K - $90.2K
|
5.99K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-491- 12.55% |
$85.1K - $91K
|
3.42K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-498- 0.6% |
$86.3K - $92.3K
|
82.4K
$15M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-500- 26.81% |
$86.7K - $92.6K
|
1.37K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-500- 7.54% |
$86.7K - $92.6K
|
6.13K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-505- 2.68% |
$87.5K - $93.6K
|
18.3K
$3.34M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-507- 21.62% |
$87.9K - $93.9K
|
1.84K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-510- 16.67% |
$88.4K - $94.5K
|
2.55K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-512- 5.07% |
$88.7K - $94.9K
|
9.59K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-515- 0.39% |
$89.3K - $95.4K
|
132K
$24M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-517- 28.95% |
$89.6K - $95.8K
|
1.27K
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-521- 6.12% |
$90.3K - $96.5K
|
7.99K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-528- 24.5% |
$91.5K - $97.8K
|
1.63K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-533- 2.66% |
$92.4K - $98.8K
|
19.5K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-533- 8.72% |
$92.4K - $98.8K
|
5.58K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-534- 1.97% |
$92.6K - $98.9K
|
26.6K
$4.85M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-538- 3.22% |
$93.3K - $99.7K
|
16.2K
$2.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-549- 29.85% |
$95.2K - $102K
|
1.29K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-550- 2.75% |
$95.3K - $102K
|
19.5K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-553- 22.27% |
$95.9K - $102K
|
1.93K
$352K
|