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 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
|
|
|
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
|