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 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-975- 1.34% |
$169K - $181K
|
71.8K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-986- 20.12% |
$171K - $183K
|
3.92K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.01K- 1.63% |
$175K - $187K
|
60.8K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.01K- 15.18% |
$175K - $187K
|
5.63K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.01K- 42.92% |
$175K - $187K
|
1.34K
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.03K- 1.21% |
$179K - $191K
|
84.2K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.05K- 3.05% |
$182K - $195K
|
33.5K
$6.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.05K- 4.96% |
$182K - $195K
|
20.1K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 12.21% |
$183K - $195K
|
7.57K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.06K- 10.17% |
$183K - $196K
|
9.33K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.06K- 1.64% |
$184K - $196K
|
63.3K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.06K- 34.81% |
$184K - $196K
|
1.99K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.07K- 17.07% |
$186K - $198K
|
5.21K
$948K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.07K- 1.09% |
$186K - $199K
|
97.5K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.08K- 19.41% |
$186K - $199K
|
4.46K
$813K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.08K- 1.26% |
$187K - $200K
|
84.6K
$15.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 18.85% |
$187K - $200K
|
4.65K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.09K- 2.26% |
$188K - $201K
|
47K
$8.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 18.73% |
$189K - $202K
|
4.72K
$860K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.09K- 26.1% |
$189K - $202K
|
3.09K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.1K- 0.36% |
$190K - $204K
|
301K
$54.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.11K- 8.52% |
$192K - $205K
|
11.9K
$2.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.12K- 0.94% |
$193K - $207K
|
118K
$21.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.12K- 5.71% |
$194K - $207K
|
18.5K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.71% |
$203K - $217K
|
14K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.18K- 3.36% |
$205K - $219K
|
34.1K
$6.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 8.6% |
$207K - $221K
|
12.7K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 36.46% |
$210K - $225K
|
2.11K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.21K- 14.05% |
$210K - $225K
|
7.42K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.23K- 2.24% |
$212K - $227K
|
53.4K
$9.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.23K- 4.41% |
$212K - $227K
|
26.5K
$4.84M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.25K- 5.14% |
$217K - $232K
|
23.1K
$4.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.25K- 16.21% |
$217K - $232K
|
6.48K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 2.63% |
$220K - $236K
|
47.1K
$8.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.28K- 38.75% |
$222K - $237K
|
2.02K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 18.0% |
$223K - $238K
|
5.85K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.29K- 7.88% |
$224K - $239K
|
15.1K
$2.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.31K- 36.43% |
$228K - $243K
|
2.29K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.32K- 2.94% |
$229K - $244K
|
43.6K
$7.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.32K- 16.31% |
$229K - $245K
|
6.77K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.33K- 10.96% |
$230K - $246K
|
10.8K
$1.97M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.33K- 1.51% |
$231K - $247K
|
86.9K
$15.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.35K- 1.27% |
$234K - $250K
|
105K
$19.1M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 2.65% |
$236K - $252K
|
49.9K
$9.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.37K- 2.91% |
$237K - $253K
|
45.6K
$8.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.37K- 0.21% |
$237K - $254K
|
641K
$117M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.38K- 4.5% |
$239K - $255K
|
29.2K
$5.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.39K- 4.43% |
$240K - $257K
|
29.9K
$5.44M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 47.23% |
$242K - $259K
|
1.56K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 1.48% |
$243K - $260K
|
93.4K
$17M
|