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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.75KNew |
$1.69M - $1.81M
|
9.75K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.4K+ 9.38% |
$1.63M - $1.74M
|
110K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.2K+ 15.85% |
$1.59M - $1.7M
|
67.3K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.81KNew |
$1.53M - $1.63M
|
8.81K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.79K+ 17.24% |
$1.52M - $1.63M
|
59.8K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.69K+ 136.72% |
$1.51M - $1.61M
|
15K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
8.54KNew |
$1.48M - $1.58M
|
8.54K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.51KNew |
$1.47M - $1.58M
|
8.51K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.5K+ 21.38% |
$1.47M - $1.57M
|
48.3K
$8.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.36KNew |
$1.45M - $1.55M
|
8.36K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.35K+ 9.93% |
$1.45M - $1.55M
|
92.5K
$16.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
8.19K+ 6.9% |
$1.42M - $1.52M
|
127K
$23.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.94K+ 6.3% |
$1.38M - $1.47M
|
134K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
7.93K+ 10.04% |
$1.37M - $1.47M
|
86.9K
$15.8M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.82K+ 91.3% |
$1.36M - $1.45M
|
16.4K
$2.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.76KNew |
$1.35M - $1.44M
|
7.76K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
7.76KNew |
$1.34M - $1.44M
|
7.76K
$1.41M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.66K+ 51.92% |
$1.33M - $1.42M
|
22.4K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
7.33KNew |
$1.27M - $1.36M
|
7.33K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.25K+ 7.51% |
$1.26M - $1.34M
|
104K
$18.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.23K+ 47.42% |
$1.25M - $1.34M
|
22.5K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
7.16K+ 100.0% |
$1.24M - $1.33M
|
14.3K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.07K+ 3.62% |
$1.23M - $1.31M
|
203K
$36.9M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
6.95KNew |
$1.2M - $1.29M
|
6.95K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.93K+ 5.22% |
$1.2M - $1.28M
|
140K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.88K+ 9.92% |
$1.19M - $1.28M
|
76.2K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.87K+ 17.55% |
$1.19M - $1.27M
|
46K
$8.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.8K+ 8.77% |
$1.18M - $1.26M
|
84.4K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
6.75K+ 6.44% |
$1.17M - $1.25M
|
112K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 22.69% |
$1.14M - $1.22M
|
35.7K
$6.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.58KNew |
$1.14M - $1.22M
|
6.58K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.53K+ 8.79% |
$1.13M - $1.21M
|
80.9K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.51KNew |
$1.13M - $1.21M
|
6.51K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.46K+ 28.96% |
$1.12M - $1.2M
|
28.8K
$5.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.37K+ 3.62% |
$1.1M - $1.18M
|
182K
$33.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.31K+ 0.66% |
$1.09M - $1.17M
|
969K
$176M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.24K+ 6.6% |
$1.08M - $1.16M
|
101K
$18.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.18K+ 12.91% |
$1.07M - $1.15M
|
54.1K
$9.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.95K+ 45.13% |
$1.03M - $1.1M
|
19.1K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.88KNew |
$1.02M - $1.09M
|
5.88K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.83K+ 61.71% |
$1.01M - $1.08M
|
15.3K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.78KNew |
$1M - $1.07M
|
5.78K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.75KNew |
$997K - $1.07M
|
5.75K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.72K+ 3.39% |
$991K - $1.06M
|
174K
$31.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.57K+ 10.03% |
$965K - $1.03M
|
61.1K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.53K+ 20.74% |
$959K - $1.03M
|
32.2K
$5.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.52KNew |
$957K - $1.02M
|
5.52K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
5.5K+ 48.65% |
$952K - $1.02M
|
16.8K
$3.06M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.44K+ 8.18% |
$943K - $1.01M
|
72K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.41K+ 25.76% |
$938K - $1M
|
26.4K
$4.81M
|