Purchases and Sales Made in Q1 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
831+ 2.89% |
$140K - $152K
|
29.6K
$5.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
827+ 3.12% |
$139K - $151K
|
27.3K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
826+ 4.71% |
$139K - $151K
|
18.4K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
822+ 6.91% |
$138K - $150K
|
12.7K
$2.32M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
814+ 3.03% |
$137K - $149K
|
27.7K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
809+ 12.89% |
$136K - $148K
|
7.09K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
802+ 3.94% |
$135K - $147K
|
21.1K
$3.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
799+ 4.2% |
$135K - $146K
|
19.8K
$3.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
796+ 35.52% |
$134K - $146K
|
3.04K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
793+ 2.74% |
$134K - $145K
|
29.7K
$5.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
792+ 6.77% |
$133K - $145K
|
12.5K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
789+ 2.26% |
$133K - $144K
|
35.6K
$6.49M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
775+ 1.29% |
$131K - $142K
|
60.9K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
768+ 2.93% |
$129K - $141K
|
27K
$4.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
764+ 37.82% |
$129K - $140K
|
2.78K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
756+ 1.02% |
$127K - $138K
|
74.7K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
745+ 1.31% |
$126K - $136K
|
57.7K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
745New |
$126K - $136K
|
745
$136K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
741+ 17.9% |
$125K - $136K
|
4.88K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
735+ 1.52% |
$124K - $134K
|
49.1K
$8.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
734+ 11.7% |
$124K - $134K
|
7.01K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
731+ 1.98% |
$123K - $134K
|
37.6K
$6.85M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
721New |
$121K - $132K
|
721
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
718+ 31.69% |
$121K - $131K
|
2.98K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
710+ 10.39% |
$120K - $130K
|
7.55K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
701+ 6.02% |
$118K - $128K
|
12.4K
$2.25M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
699+ 13.53% |
$118K - $128K
|
5.87K
$1.07M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
694+ 1.96% |
$117K - $127K
|
36K
$6.56M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
689+ 275.6% |
$116K - $126K
|
939
$171K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
686+ 0.13% |
$116K - $126K
|
547K
$99.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
682+ 9.81% |
$115K - $125K
|
7.63K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
682+ 23.28% |
$115K - $125K
|
3.61K
$658K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
675+ 2.48% |
$114K - $124K
|
27.9K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
670+ 29.41% |
$113K - $123K
|
2.95K
$537K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
669+ 7.11% |
$113K - $122K
|
10.1K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
662+ 3.13% |
$112K - $121K
|
21.8K
$3.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
660+ 5.63% |
$111K - $121K
|
12.4K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
654+ 1.36% |
$110K - $120K
|
48.7K
$8.88M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
651+ 1.78% |
$110K - $119K
|
37.2K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
648+ 2.38% |
$109K - $119K
|
27.9K
$5.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
644+ 19.71% |
$108K - $118K
|
3.91K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
638+ 2.01% |
$107K - $117K
|
32.4K
$5.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
635New |
$107K - $116K
|
635
$116K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
626+ 50.0% |
$105K - $115K
|
1.88K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
616+ 1.06% |
$104K - $113K
|
58.8K
$10.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
615+ 15.21% |
$104K - $113K
|
4.66K
$849K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
611+ 29.22% |
$103K - $112K
|
2.7K
$492K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
603+ 2.66% |
$102K - $110K
|
23.3K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
603+ 5.1% |
$102K - $110K
|
12.4K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
600+ 2.15% |
$101K - $110K
|
28.6K
$5.2M
|