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
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.41K+ 6.32% |
$937K - $1M
|
91K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.32K+ 150.79% |
$922K - $985K
|
8.84K
$1.61M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
5.3K+ 22.33% |
$918K - $981K
|
29K
$5.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.27K+ 4.51% |
$914K - $977K
|
122K
$22.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.27KNew |
$913K - $976K
|
5.27K
$960K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.2K+ 3.92% |
$901K - $964K
|
138K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 4.4% |
$899K - $961K
|
123K
$22.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.18K+ 242.65% |
$898K - $960K
|
7.32K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.14K+ 233.55% |
$891K - $952K
|
7.34K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.14K+ 34.07% |
$890K - $952K
|
20.2K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.07K+ 6.11% |
$878K - $939K
|
88K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.05K+ 5.47% |
$875K - $936K
|
97.4K
$17.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.04K+ 35.54% |
$874K - $935K
|
19.2K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.02KNew |
$869K - $929K
|
5.02K
$914K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
5K+ 3.95% |
$866K - $926K
|
132K
$24M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.93K+ 155.08% |
$854K - $913K
|
8.1K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.71K+ 8.06% |
$817K - $873K
|
63.2K
$11.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.56K+ 4.79% |
$790K - $845K
|
99.7K
$18.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
4.49K+ 32.19% |
$779K - $832K
|
18.4K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.4K+ 24.24% |
$762K - $815K
|
22.5K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.37KNew |
$757K - $809K
|
4.37K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.32K+ 7.08% |
$749K - $800K
|
65.4K
$11.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.28K+ 4.1% |
$742K - $793K
|
109K
$19.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.25K+ 24.33% |
$736K - $787K
|
21.7K
$3.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.22K+ 32.75% |
$731K - $781K
|
17.1K
$3.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.21K+ 6.14% |
$729K - $780K
|
72.7K
$13.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.17K+ 5.6% |
$723K - $773K
|
78.6K
$14.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11K+ 3.23% |
$713K - $762K
|
132K
$24M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.06KNew |
$704K - $752K
|
4.06K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.99K+ 13.5% |
$692K - $739K
|
33.5K
$6.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.97K+ 3.69% |
$688K - $735K
|
111K
$20.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.83K+ 4.39% |
$664K - $710K
|
91.1K
$16.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
3.82KNew |
$662K - $708K
|
3.82K
$696K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.82K+ 93.92% |
$661K - $707K
|
7.88K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.8K+ 2.21% |
$658K - $703K
|
176K
$32M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
3.79K+ 4.6% |
$658K - $703K
|
86.3K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.75K+ 8.54% |
$649K - $694K
|
47.6K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.73K+ 15.38% |
$647K - $691K
|
28K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.7K+ 121.12% |
$642K - $686K
|
6.76K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 12.05% |
$638K - $682K
|
34.2K
$6.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.68KNew |
$637K - $681K
|
3.68K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.64K+ 0.5% |
$632K - $675K
|
736K
$134M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3.64K+ 21.03% |
$631K - $674K
|
20.9K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.55KNew |
$615K - $658K
|
3.55K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.55K+ 59150.0% |
$615K - $658K
|
3.56K
$648K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.53KNew |
$611K - $653K
|
3.53K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.5KNew |
$607K - $649K
|
3.5K
$638K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.49K+ 3.89% |
$605K - $646K
|
93.1K
$17M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.48K+ 18.98% |
$604K - $646K
|
21.8K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.45K+ 7.64% |
$599K - $640K
|
48.7K
$8.87M
|