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 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
|
|
|
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
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.23K- 7.06% |
$561K - $599K
|
42.6K
$7.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 11.38% |
$566K - $605K
|
25.4K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 40.63% |
$570K - $610K
|
4.81K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.32K- 17.18% |
$575K - $615K
|
16K
$2.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3.38K- 6.13% |
$585K - $625K
|
51.7K
$9.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-3.41K- 39.49% |
$591K - $632K
|
5.23K
$952K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.43K- 15.94% |
$594K - $635K
|
18.1K
$3.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.49K- 69.94% |
$605K - $647K
|
1.5K
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.53K- 6.33% |
$612K - $654K
|
52.3K
$9.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3.57K- 15.77% |
$619K - $662K
|
19.1K
$3.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3.6K- 1.56% |
$624K - $667K
|
228K
$41.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.66K- 24.83% |
$634K - $678K
|
11.1K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.69K- 1.82% |
$639K - $684K
|
199K
$36.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.7K- 1.04% |
$642K - $686K
|
354K
$64.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.75K- 21.56% |
$651K - $695K
|
13.7K
$2.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.76K- 3.78% |
$651K - $696K
|
95.6K
$17.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.76K- 5.39% |
$652K - $697K
|
66K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.81K- 8.21% |
$661K - $707K
|
42.6K
$7.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.02K- 31.83% |
$696K - $744K
|
8.61K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.16K- 3.68% |
$721K - $771K
|
109K
$19.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.18K- 3.66% |
$725K - $775K
|
110K
$20.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.21K- 5.14% |
$729K - $779K
|
77.7K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.27K- 2.65% |
$740K - $791K
|
157K
$28.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.34K- 19.92% |
$752K - $804K
|
17.4K
$3.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.4K- 28.09% |
$762K - $815K
|
11.3K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.46K- 12.7% |
$774K - $827K
|
30.7K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.48K- 0.51% |
$777K - $830K
|
881K
$160M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.57K- 12.37% |
$793K - $848K
|
32.4K
$5.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-4.81K- 49.55% |
$834K - $891K
|
4.9K
$892K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.85K- 11.2% |
$840K - $898K
|
38.4K
$7M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.44K- 17.75% |
$943K - $1.01M
|
25.2K
$4.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-5.64K- 46.18% |
$978K - $1.05M
|
6.58K
$1.2M
|