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 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-16.4K- 18.69% |
$2.84M - $3.04M
|
71.4K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.2K- 0.49% |
$2.98M - $3.19M
|
3.52M
$641M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.5K- 3.28% |
$3.03M - $3.24M
|
516K
$94M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 6.01% |
$3.04M - $3.25M
|
275K
$50M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17.6K- 42.18% |
$3.06M - $3.27M
|
24.2K
$4.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.9K- 27.84% |
$3.11M - $3.32M
|
46.5K
$8.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-18K- 1.4% |
$3.12M - $3.33M
|
1.27M
$231M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.6K- 1.89% |
$3.22M - $3.44M
|
964K
$176M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-18.8K- 15.19% |
$3.25M - $3.48M
|
105K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-21K- 6.64% |
$3.64M - $3.89M
|
295K
$53.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.2K- 78.35% |
$3.86M - $4.12M
|
6.15K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23.7K- 12.85% |
$4.1M - $4.39M
|
160K
$29.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-24.3K- 10.88% |
$4.22M - $4.51M
|
199K
$36.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 3.72% |
$4.24M - $4.53M
|
633K
$115M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-25.8K- 72.38% |
$4.48M - $4.79M
|
9.86K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-28.8K- 4.66% |
$5M - $5.34M
|
589K
$107M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-35K- 3.41% |
$6.07M - $6.48M
|
991K
$180M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.8K- 5.01% |
$6.2M - $6.63M
|
678K
$124M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-37.5K- 20.78% |
$6.5M - $6.95M
|
143K
$26M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-38.9K- 22.03% |
$6.75M - $7.22M
|
138K
$25.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-39.6K- 89.98% |
$6.87M - $7.34M
|
4.41K
$804K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-40.2K- 65.91% |
$6.96M - $7.44M
|
20.8K
$3.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41K- 43.49% |
$7.1M - $7.59M
|
53.3K
$9.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44.7K- 73.09% |
$7.75M - $8.29M
|
16.5K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.6K- 80.48% |
$7.9M - $8.45M
|
11.1K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.3K- 2.48% |
$8.37M - $8.95M
|
1.9M
$345M
|
|
|
Aug 14, 2024
Q2 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-48.3K- 27.18% |
$8.37M - $8.95M
|
129K
$23.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.5K- 3.21% |
$8.58M - $9.17M
|
1.49M
$272M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-50.1K- 15.65% |
$8.69M - $9.29M
|
270K
$49.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-57K- 98.36% |
$9.88M - $10.6M
|
948
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70.6K- 78.23% |
$12.2M - $13.1M
|
19.7K
$3.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-71.4K- 83.62% |
$12.4M - $13.2M
|
14K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-75.5K- 69.55% |
$13.1M - $14M
|
33.1K
$6.02M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-81.3K- 36.34% |
$14.1M - $15.1M
|
143K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-85.5K- 7.18% |
$14.8M - $15.8M
|
1.11M
$201M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-92.5K- 36.53% |
$16M - $17.1M
|
161K
$29.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-124K- 3.75% |
$21.4M - $22.9M
|
3.17M
$578M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-135K- 51.76% |
$23.4M - $25M
|
126K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-169K- 97.05% |
$29.3M - $31.3M
|
5.15K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-203K- 2.93% |
$35.2M - $37.7M
|
6.74M
$1.23B
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-234K- 30.21% |
$40.5M - $43.3M
|
540K
$98.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-379K- 3.59% |
$65.7M - $70.2M
|
10.2M
$1.85B
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-775K- 86.2% |
$134M - $144M
|
124K
$22.6M
|