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 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
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.34K- 17.5% |
$406K - $434K
|
11K
$2.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.36K- 8.59% |
$408K - $437K
|
25.1K
$4.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.38K- 63.74% |
$413K - $441K
|
1.36K
$247K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-2.4K- 19.21% |
$415K - $444K
|
10.1K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.44K- 32.41% |
$422K - $451K
|
5.08K
$925K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.47K- 10.39% |
$429K - $458K
|
21.3K
$3.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.59K- 3.11% |
$449K - $480K
|
80.7K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.64K- 1.31% |
$457K - $488K
|
198K
$36.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 5.61% |
$457K - $489K
|
44.4K
$8.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.64K- 11.78% |
$457K - $489K
|
19.8K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.68K- 13.96% |
$464K - $496K
|
16.5K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.73KClosed |
$474K - $507K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.75K- 0.79% |
$476K - $509K
|
343K
$62.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.77K- 2.91% |
$480K - $513K
|
92.6K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.77K- 4.45% |
$480K - $514K
|
59.5K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-2.79K- 13.14% |
$484K - $517K
|
18.5K
$3.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.81K- 6.0% |
$487K - $520K
|
44K
$8.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.85K- 4.58% |
$494K - $528K
|
59.4K
$10.8M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.92K- 27.87% |
$505K - $540K
|
7.55K
$1.37M
|
|
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.94K- 0.89% |
$510K - $545K
|
329K
$59.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.23K- 7.06% |
$561K - $599K
|
42.6K
$7.76M
|