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
|
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
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-486K- 3.91% |
$84.2M - $90.1M
|
11.9M
$2.17B
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-775K- 86.2% |
$134M - $144M
|
124K
$22.6M
|