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 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.68K+ 3.14% |
$292K - $312K
|
55.3K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.67K+ 87.63% |
$290K - $310K
|
3.58K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.66K+ 2.61% |
$288K - $308K
|
65.3K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 2.82% |
$288K - $308K
|
60.5K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.66K+ 23.66% |
$287K - $307K
|
8.67K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.65KNew |
$287K - $306K
|
1.65K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.65K+ 23.09% |
$286K - $306K
|
8.81K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.64K+ 3.07% |
$284K - $303K
|
54.8K
$9.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.62K+ 1.92% |
$281K - $301K
|
86K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.61KNew |
$279K - $299K
|
1.61K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.61K+ 9.75% |
$279K - $298K
|
18.1K
$3.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.6K+ 4.19% |
$277K - $296K
|
39.7K
$7.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.59K+ 0.19% |
$276K - $295K
|
832K
$152M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.59K+ 3.02% |
$275K - $294K
|
54.2K
$9.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.59KNew |
$275K - $294K
|
1.59K
$289K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.56KNew |
$270K - $288K
|
1.56K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.55KNew |
$269K - $287K
|
1.55K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.55K+ 4.85% |
$268K - $286K
|
33.4K
$6.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 5.78% |
$266K - $284K
|
28.1K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.52K+ 0.98% |
$263K - $281K
|
157K
$28.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1.29% |
$260K - $278K
|
117K
$21.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.5K+ 5.02% |
$260K - $278K
|
31.4K
$5.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.49KNew |
$258K - $276K
|
1.49K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.48KNew |
$256K - $274K
|
1.48K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$255K - $272K
|
1.47K
$268K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.47K+ 43.1% |
$254K - $272K
|
4.87K
$888K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.46KNew |
$254K - $271K
|
1.46K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.46K+ 41.01% |
$253K - $270K
|
5.01K
$913K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.45K+ 16.19% |
$251K - $268K
|
10.4K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.43K+ 3.29% |
$248K - $266K
|
44.9K
$8.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.42K+ 43.79% |
$246K - $263K
|
4.66K
$848K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.42K+ 5.43% |
$245K - $262K
|
27.5K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 162.89% |
$244K - $261K
|
2.27K
$414K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.41K+ 4.9% |
$244K - $261K
|
30.1K
$5.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.41KNew |
$244K - $260K
|
1.41K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 4.72% |
$242K - $259K
|
31K
$5.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.4KNew |
$242K - $259K
|
1.4K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.39K+ 52.53% |
$241K - $258K
|
4.04K
$736K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
1.39K+ 2.7% |
$241K - $257K
|
52.8K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.38K+ 1.44% |
$240K - $256K
|
97.3K
$17.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
1.38K+ 4.62% |
$239K - $256K
|
31.2K
$5.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.38K+ 2.64% |
$239K - $255K
|
53.6K
$9.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.37K+ 6.79% |
$238K - $254K
|
21.6K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.34K+ 21.41% |
$232K - $248K
|
7.61K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.34KNew |
$232K - $248K
|
1.34K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.33KNew |
$230K - $246K
|
1.33K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
1.33K+ 3.15% |
$230K - $246K
|
43.5K
$7.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.32K+ 2.97% |
$228K - $244K
|
45.6K
$8.31M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.31K+ 50.73% |
$228K - $243K
|
3.9K
$711K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.3K+ 50.39% |
$225K - $240K
|
3.87K
$705K
|