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
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-554- 14.13% |
$96K - $103K
|
3.37K
$613K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-559- 2.51% |
$96.9K - $104K
|
21.7K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-559- 3.84% |
$96.9K - $104K
|
14K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-566- 14.86% |
$98.1K - $105K
|
3.24K
$591K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-580- 12.01% |
$101K - $107K
|
4.25K
$774K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-580- 2.11% |
$101K - $107K
|
26.9K
$4.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-587- 12.57% |
$102K - $109K
|
4.08K
$744K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-588- 4.63% |
$102K - $109K
|
12.1K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-595- 1.98% |
$103K - $110K
|
29.4K
$5.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-598- 1.4% |
$104K - $111K
|
42K
$7.66M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-599- 2.99% |
$104K - $111K
|
19.4K
$3.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-600- 25.37% |
$104K - $111K
|
1.77K
$321K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-603- 32.07% |
$105K - $112K
|
1.28K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-608- 12.03% |
$105K - $113K
|
4.44K
$809K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-612- 25.73% |
$106K - $113K
|
1.77K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-612- 0.4% |
$106K - $113K
|
152K
$27.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-615- 11.33% |
$107K - $114K
|
4.82K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-618- 8.87% |
$107K - $115K
|
6.35K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-618- 3.84% |
$107K - $115K
|
15.5K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-620- 6.57% |
$107K - $115K
|
8.81K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-620- 4.95% |
$107K - $115K
|
11.9K
$2.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-624- 5.65% |
$108K - $116K
|
10.4K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-634- 9.21% |
$110K - $117K
|
6.25K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-638- 5.33% |
$111K - $118K
|
11.3K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-641- 2.3% |
$111K - $119K
|
27.3K
$4.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-643- 11.15% |
$111K - $119K
|
5.12K
$933K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-645- 1.15% |
$112K - $120K
|
55.4K
$10.1M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-664- 1.39% |
$115K - $123K
|
47K
$8.55M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-665- 27.57% |
$115K - $123K
|
1.75K
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-667- 5.88% |
$116K - $124K
|
10.7K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-667- 20.11% |
$116K - $124K
|
2.65K
$483K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-674- 52.29% |
$117K - $125K
|
615
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-680- 5.6% |
$118K - $126K
|
11.5K
$2.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-681- 1.12% |
$118K - $126K
|
60.4K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-685- 2.22% |
$119K - $127K
|
30.2K
$5.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-688- 1.33% |
$119K - $127K
|
51.1K
$9.31M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-690- 6.4% |
$120K - $128K
|
10.1K
$1.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-702- 2.19% |
$122K - $130K
|
31.3K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-704- 3.35% |
$122K - $130K
|
20.3K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-707- 2.05% |
$123K - $131K
|
33.7K
$6.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-708- 4.68% |
$123K - $131K
|
14.4K
$2.63M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-713- 6.74% |
$124K - $132K
|
9.86K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-714- 9.98% |
$124K - $132K
|
6.44K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-715- 1.1% |
$124K - $132K
|
64.5K
$11.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-715- 0.32% |
$124K - $132K
|
222K
$40.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-717- 18.76% |
$124K - $133K
|
3.1K
$565K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-722- 0.31% |
$125K - $134K
|
232K
$42.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-729- 0.9% |
$126K - $135K
|
80.4K
$14.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-744- 0.37% |
$129K - $138K
|
200K
$36.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-747- 4.12% |
$129K - $138K
|
17.4K
$3.16M
|