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 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
987+ 20.84% |
$171K - $183K
|
5.72K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
986+ 2.01% |
$171K - $183K
|
50.1K
$9.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
984+ 136.48% |
$171K - $182K
|
1.71K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
971+ 7.77% |
$168K - $180K
|
13.5K
$2.45M
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
969+ 0.6% |
$168K - $180K
|
163K
$29.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
967+ 0.78% |
$168K - $179K
|
125K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
962+ 3.99% |
$167K - $178K
|
25K
$4.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
948+ 19.76% |
$164K - $176K
|
5.75K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
946+ 1.56% |
$164K - $175K
|
61.8K
$11.2M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
944+ 3.25% |
$164K - $175K
|
30K
$5.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
939+ 13.33% |
$163K - $174K
|
7.98K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
936+ 0.73% |
$162K - $173K
|
130K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
932+ 9.44% |
$162K - $173K
|
10.8K
$1.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
929+ 1.47% |
$161K - $172K
|
64.2K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
929+ 23.27% |
$161K - $172K
|
4.92K
$896K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
926+ 6.96% |
$161K - $172K
|
14.2K
$2.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
923+ 4.14% |
$160K - $171K
|
23.2K
$4.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
921+ 1.82% |
$160K - $171K
|
51.4K
$9.36M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
919+ 1.55% |
$159K - $170K
|
60.3K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
900+ 24.62% |
$156K - $167K
|
4.56K
$830K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
896+ 21.55% |
$155K - $166K
|
5.05K
$920K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
866+ 21.21% |
$150K - $160K
|
4.95K
$901K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
861+ 19.61% |
$149K - $160K
|
5.25K
$957K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
849+ 5.11% |
$147K - $157K
|
17.5K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
844+ 50.94% |
$146K - $156K
|
2.5K
$456K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
838+ 6.18% |
$145K - $155K
|
14.4K
$2.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
836+ 29.31% |
$145K - $155K
|
3.69K
$672K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
826+ 1.07% |
$143K - $153K
|
77.9K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
820+ 13.44% |
$142K - $152K
|
6.92K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
793+ 7.99% |
$137K - $147K
|
10.7K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
772+ 28.02% |
$134K - $143K
|
3.53K
$642K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
769+ 2.43% |
$133K - $142K
|
32.5K
$5.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
751New |
$130K - $139K
|
751
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
747+ 1.77% |
$129K - $138K
|
42.9K
$7.81M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
746+ 4.45% |
$129K - $138K
|
17.5K
$3.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
744+ 2.17% |
$129K - $138K
|
35K
$6.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
743+ 1.75% |
$129K - $138K
|
43.1K
$7.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
734+ 2.52% |
$127K - $136K
|
29.9K
$5.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
731New |
$127K - $135K
|
731
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
729+ 9.47% |
$126K - $135K
|
8.42K
$1.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
728+ 9.78% |
$126K - $135K
|
8.17K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
728+ 4.67% |
$126K - $135K
|
16.3K
$2.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
728+ 2.97% |
$126K - $135K
|
25.3K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
722+ 60.62% |
$125K - $134K
|
1.91K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
714+ 18.25% |
$124K - $132K
|
4.63K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
714+ 26.01% |
$124K - $132K
|
3.46K
$630K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
705+ 29.73% |
$122K - $131K
|
3.08K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
700+ 49.12% |
$121K - $130K
|
2.13K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
696+ 3.34% |
$121K - $129K
|
21.6K
$3.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
695+ 1.56% |
$120K - $129K
|
45.2K
$8.23M
|