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 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
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-753- 5.94% |
$131K - $140K
|
11.9K
$2.17M
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-763- 25.57% |
$132K - $141K
|
2.22K
$405K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-764- 0.72% |
$132K - $142K
|
106K
$19.2M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-770- 2.38% |
$133K - $143K
|
31.6K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-779- 0.84% |
$135K - $144K
|
91.7K
$16.7M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-780- 6.42% |
$135K - $145K
|
11.4K
$2.07M
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-783- 12.23% |
$136K - $145K
|
5.62K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-783- 36.25% |
$136K - $145K
|
1.38K
$251K
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-794- 2.13% |
$138K - $147K
|
36.5K
$6.66M
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-795- 13.37% |
$138K - $147K
|
5.15K
$939K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-796- 4.45% |
$138K - $147K
|
17.1K
$3.12M
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-799- 1.76% |
$138K - $148K
|
44.6K
$8.12M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-800- 21.86% |
$139K - $148K
|
2.86K
$521K
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-800- 8.36% |
$139K - $148K
|
8.77K
$1.6M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-804- 5.23% |
$139K - $149K
|
14.6K
$2.65M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-809- 22.98% |
$140K - $150K
|
2.71K
$494K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-813- 5.25% |
$141K - $151K
|
14.7K
$2.67M
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-816- 2.67% |
$141K - $151K
|
29.8K
$5.42M
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-822- 6.46% |
$142K - $152K
|
11.9K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-839- 33.47% |
$145K - $155K
|
1.67K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-843- 4.98% |
$146K - $156K
|
16.1K
$2.93M
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-847- 6.97% |
$147K - $157K
|
11.3K
$2.06M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-848- 1.77% |
$147K - $157K
|
46.9K
$8.55M
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-852- 28.78% |
$148K - $158K
|
2.11K
$384K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-853- 5.88% |
$148K - $158K
|
13.7K
$2.49M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-865- 4.34% |
$150K - $160K
|
19K
$3.47M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-865- 0.58% |
$150K - $160K
|
148K
$26.9M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-870- 7.46% |
$151K - $161K
|
10.8K
$1.97M
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-872- 3.74% |
$151K - $162K
|
22.4K
$4.08M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-876- 2.95% |
$152K - $162K
|
28.8K
$5.25M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-892- 4.22% |
$155K - $165K
|
20.2K
$3.69M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-895- 3.47% |
$155K - $166K
|
24.9K
$4.53M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-896- 0.55% |
$155K - $166K
|
163K
$29.7M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-896- 10.24% |
$155K - $166K
|
7.86K
$1.43M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-898- 4.41% |
$156K - $166K
|
19.5K
$3.54M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-899- 15.02% |
$156K - $167K
|
5.09K
$927K
|