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 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.49K+ 6.71% |
$432K - $461K
|
39.6K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.48K+ 2.42% |
$431K - $460K
|
105K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
2.47KNew |
$427K - $457K
|
2.47K
$449K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.46KNew |
$427K - $456K
|
2.46K
$448K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3179.22% |
$424K - $454K
|
2.53K
$460K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44K+ 25.09% |
$422K - $452K
|
12.2K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.42K+ 8.69% |
$419K - $448K
|
30.2K
$5.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 44.62% |
$418K - $446K
|
7.81K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.41K+ 6.11% |
$417K - $446K
|
41.8K
$7.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.39K+ 99.96% |
$414K - $442K
|
4.77K
$869K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
2.36K+ 31.33% |
$410K - $438K
|
9.91K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.35K+ 141.39% |
$407K - $435K
|
4.01K
$730K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.33K+ 1.68% |
$405K - $432K
|
142K
$25.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.29K+ 77.58% |
$396K - $424K
|
5.24K
$954K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.28K+ 3.12% |
$395K - $423K
|
75.3K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$391K - $417K
|
2.25K
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.22K+ 2.96% |
$385K - $411K
|
77.1K
$14M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.21KNew |
$383K - $409K
|
2.21K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 0.1% |
$382K - $408K
|
2.17M
$396M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.2K+ 1.33% |
$381K - $407K
|
167K
$30.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.2KNew |
$381K - $407K
|
2.2K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.19K+ 1.07% |
$379K - $405K
|
207K
$37.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.1KNew |
$364K - $389K
|
2.1K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
2.1K+ 1.39% |
$363K - $388K
|
153K
$27.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.08KNew |
$360K - $385K
|
2.08K
$379K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.07K+ 110.3% |
$358K - $383K
|
3.94K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.06K+ 0.82% |
$357K - $381K
|
254K
$46.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.02K+ 4.11% |
$349K - $373K
|
51.1K
$9.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2K+ 24.81% |
$347K - $371K
|
10.1K
$1.83M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2K+ 24.81% |
$347K - $371K
|
10.1K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.98K+ 6.65% |
$344K - $368K
|
31.8K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.98KNew |
$344K - $367K
|
1.98K
$361K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.98K+ 115.58% |
$343K - $367K
|
3.7K
$673K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.96K+ 0.64% |
$340K - $363K
|
309K
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.95K+ 253.91% |
$338K - $361K
|
2.72K
$495K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.93K+ 8.95% |
$335K - $358K
|
23.5K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.93KNew |
$334K - $357K
|
1.93K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.91K+ 3.08% |
$332K - $354K
|
63.9K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.9K+ 30.01% |
$329K - $352K
|
8.23K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.89KNew |
$328K - $351K
|
1.89K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.89K+ 31.09% |
$328K - $350K
|
7.97K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.88KNew |
$325K - $347K
|
1.88K
$342K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.82KNew |
$316K - $338K
|
1.82K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.8K+ 2.41% |
$313K - $334K
|
76.5K
$13.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.79K+ 3.19% |
$309K - $331K
|
57.8K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.74KNew |
$302K - $323K
|
1.74K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.72K+ 4.5% |
$299K - $319K
|
40K
$7.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.72KNew |
$298K - $318K
|
1.72K
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.72KNew |
$297K - $318K
|
1.72K
$312K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.69K+ 3.46% |
$292K - $313K
|
50.4K
$9.19M
|