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 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.48K- 19.5% |
$257K - $274K
|
6.11K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.49K- 1.6% |
$258K - $276K
|
91.4K
$16.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.5K- 3.65% |
$260K - $278K
|
39.6K
$7.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.51K- 2.12% |
$261K - $279K
|
69.5K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.51K- 23.85% |
$262K - $280K
|
4.83K
$880K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 9.78% |
$263K - $281K
|
14K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.52K- 9.57% |
$263K - $282K
|
14.4K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.52K- 12.63% |
$263K - $282K
|
10.5K
$1.91M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.55K- 16.05% |
$269K - $288K
|
8.13K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.56K- 2.11% |
$270K - $288K
|
72.3K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 9.81% |
$280K - $299K
|
14.9K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 6.49% |
$284K - $304K
|
23.6K
$4.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.66K- 1.67% |
$288K - $308K
|
97.9K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.69K- 49.88% |
$293K - $314K
|
1.7K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 40.17% |
$297K - $318K
|
2.56K
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.72K- 2.11% |
$298K - $318K
|
79.8K
$14.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.73K- 58.7% |
$299K - $320K
|
1.22K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.75K- 2.8% |
$303K - $324K
|
60.8K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.76K- 30.5% |
$304K - $325K
|
4K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.76K- 2.51% |
$304K - $325K
|
68.2K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.77K- 43.78% |
$307K - $328K
|
2.27K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.81K- 20.32% |
$313K - $335K
|
7.09K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.83K- 60.97% |
$318K - $339K
|
1.17K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.84K- 5.57% |
$320K - $342K
|
31.3K
$5.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.88K- 13.65% |
$326K - $348K
|
11.9K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.9K- 57.02% |
$329K - $352K
|
1.43K
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.91K- 8.97% |
$330K - $353K
|
19.3K
$3.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.91K- 4.61% |
$332K - $355K
|
39.6K
$7.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 13.08% |
$336K - $359K
|
12.9K
$2.35M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.94K- 45.05% |
$337K - $360K
|
2.37K
$432K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.94K- 36.47% |
$337K - $360K
|
3.39K
$617K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.95K- 7.59% |
$337K - $361K
|
23.7K
$4.31M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.96K- 0.93% |
$340K - $363K
|
208K
$38M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 3.73% |
$354K - $378K
|
52.7K
$9.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.08K- 1.59% |
$360K - $385K
|
128K
$23.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.09K- 4.33% |
$363K - $388K
|
46.2K
$8.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.09K- 9.82% |
$363K - $388K
|
19.2K
$3.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.1K- 4.8% |
$364K - $389K
|
41.7K
$7.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11K- 3.22% |
$365K - $390K
|
63.3K
$11.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.12K- 10.48% |
$368K - $393K
|
18.1K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.13K- 0.21% |
$369K - $394K
|
1M
$183M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.14K- 13.7% |
$371K - $397K
|
13.5K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-2.17K- 3.87% |
$376K - $402K
|
53.9K
$9.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.17K- 0.84% |
$376K - $402K
|
255K
$46.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.18K- 16.73% |
$378K - $404K
|
10.9K
$1.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.2K- 2.89% |
$380K - $407K
|
73.8K
$13.4M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.2K- 2.89% |
$380K - $407K
|
73.8K
$13.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.21K- 2.32% |
$383K - $409K
|
92.7K
$16.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.24K- 9.14% |
$387K - $414K
|
22.2K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.29K- 6.88% |
$397K - $425K
|
31K
$5.65M
|