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 14, 2024
Q2 2024
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-5.76K- 5.92% |
$998K - $1.07M
|
91.5K
$16.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.93K- 23.15% |
$1.03M - $1.1M
|
19.7K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-6.01K- 4.02% |
$1.04M - $1.11M
|
143K
$26.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.15K- 10.56% |
$1.07M - $1.14M
|
52.1K
$9.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-6.16K- 11.86% |
$1.07M - $1.14M
|
45.8K
$8.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.27K- 7.01% |
$1.09M - $1.16M
|
83.3K
$15.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-6.46K- 9.41% |
$1.12M - $1.2M
|
62.2K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-6.5K- 3.79% |
$1.13M - $1.2M
|
165K
$30.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.52K- 9.78% |
$1.13M - $1.21M
|
60.2K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.57K- 2.93% |
$1.14M - $1.22M
|
218K
$39.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6.59K- 12.56% |
$1.14M - $1.22M
|
45.9K
$8.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.69K- 2.74% |
$1.16M - $1.24M
|
238K
$43.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.71K- 9.29% |
$1.16M - $1.24M
|
65.5K
$11.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.77K- 5.48% |
$1.17M - $1.25M
|
117K
$21.3M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.44K- 26.17% |
$1.29M - $1.38M
|
21K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.5K- 71.84% |
$1.3M - $1.39M
|
2.94K
$536K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.56K- 3.9% |
$1.31M - $1.4M
|
186K
$34M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.71K- 10.89% |
$1.34M - $1.43M
|
63.1K
$11.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.73K- 2.39% |
$1.34M - $1.43M
|
316K
$57.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.09K- 12.77% |
$1.4M - $1.5M
|
55.2K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.13K- 42.81% |
$1.41M - $1.51M
|
10.9K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.18K- 10.58% |
$1.42M - $1.52M
|
69.1K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.44K- 16.13% |
$1.46M - $1.56M
|
43.9K
$7.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.64K- 27.17% |
$1.5M - $1.6M
|
23.2K
$4.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8.71K- 10.1% |
$1.51M - $1.61M
|
77.6K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.76K- 2.1% |
$1.52M - $1.62M
|
409K
$74.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.15K- 8.43% |
$1.59M - $1.7M
|
99.4K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.36K- 8.93% |
$1.62M - $1.73M
|
95.4K
$17.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-9.46K- 31.29% |
$1.64M - $1.75M
|
20.8K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.53K- 14.5% |
$1.65M - $1.77M
|
56.2K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-9.57K- 26.03% |
$1.66M - $1.77M
|
27.2K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.64K- 23.46% |
$1.67M - $1.79M
|
31.5K
$5.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.77K- 4.75% |
$1.69M - $1.81M
|
196K
$35.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-10.5K- 7.7% |
$1.83M - $1.95M
|
126K
$23M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.7K- 14.85% |
$1.85M - $1.98M
|
61.3K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-11K- 77.93% |
$1.91M - $2.04M
|
3.13K
$569K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-11.2K- 4.12% |
$1.93M - $2.07M
|
260K
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.2K- 1.11% |
$1.94M - $2.07M
|
994K
$181M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-11.9K- 2.18% |
$2.06M - $2.2M
|
532K
$96.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-11.9K- 4.76% |
$2.06M - $2.21M
|
238K
$43.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.9K- 10.87% |
$2.06M - $2.21M
|
97.6K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.1K- 29.92% |
$2.1M - $2.25M
|
28.4K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 38.79% |
$2.22M - $2.37M
|
20.2K
$3.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13K- 1.93% |
$2.25M - $2.41M
|
661K
$120M
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-13.9K- 15.16% |
$2.42M - $2.58M
|
78.1K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14.1K- 11.04% |
$2.44M - $2.6M
|
113K
$20.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-14.2K- 2.65% |
$2.46M - $2.63M
|
520K
$94.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-14.7K- 14.19% |
$2.55M - $2.73M
|
88.9K
$16.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-14.8K- 21.32% |
$2.57M - $2.75M
|
54.8K
$9.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.9K- 47.0% |
$2.76M - $2.95M
|
18K
$3.28M
|