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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.47K- 8.27% |
$247K - $268K
|
16.3K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.47K- 14.65% |
$248K - $270K
|
8.58K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.5K- 27.73% |
$253K - $275K
|
3.92K
$713K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.51K- 0.98% |
$254K - $276K
|
153K
$27.8M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 18.02% |
$254K - $276K
|
6.87K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.54K- 6.92% |
$259K - $281K
|
20.7K
$3.76M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 25.71% |
$259K - $281K
|
4.44K
$809K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 0.97% |
$260K - $282K
|
157K
$28.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.56K- 5.88% |
$263K - $285K
|
25K
$4.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.56K- 10.53% |
$263K - $286K
|
13.3K
$2.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.56K- 15.33% |
$263K - $286K
|
8.63K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.57K- 47.79% |
$264K - $286K
|
1.71K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.57K- 46.58% |
$265K - $288K
|
1.81K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.59K- 3.32% |
$269K - $292K
|
46.4K
$8.46M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.61K- 7.63% |
$271K - $294K
|
19.5K
$3.55M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.65K- 2.32% |
$277K - $301K
|
69.3K
$12.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.67K- 1.73% |
$281K - $306K
|
94.9K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.69K- 21.21% |
$284K - $308K
|
6.26K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.69K- 14.3% |
$284K - $308K
|
10.1K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.69K- 13.97% |
$284K - $309K
|
10.4K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.7K- 2.94% |
$286K - $310K
|
56.1K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75K- 20.69% |
$295K - $320K
|
6.7K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.77K- 12.69% |
$297K - $323K
|
12.1K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.78K- 16.94% |
$300K - $326K
|
8.73K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.8K- 10.89% |
$303K - $329K
|
14.7K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.8K- 7.89% |
$303K - $329K
|
21K
$3.83M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.85K- 1.08% |
$311K - $338K
|
169K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.86K- 73.25% |
$313K - $340K
|
678
$123K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.86K- 2.78% |
$314K - $341K
|
65.2K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.87K- 37.98% |
$314K - $341K
|
3.05K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.89K- 27.99% |
$318K - $345K
|
4.85K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.9K- 4.32% |
$320K - $348K
|
42.1K
$7.67M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.91K- 0.82% |
$322K - $350K
|
233K
$42.4M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 5.49% |
$324K - $352K
|
33.1K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.93K- 26.0% |
$325K - $354K
|
5.5K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.96K- 10.85% |
$330K - $358K
|
16.1K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.96K- 7.6% |
$330K - $358K
|
23.8K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.98K- 8.55% |
$334K - $362K
|
21.2K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.04K- 4.16% |
$343K - $372K
|
46.8K
$8.53M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.04K- 0.96% |
$343K - $373K
|
210K
$38.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.12K- 14.74% |
$357K - $388K
|
12.3K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 3.38% |
$367K - $399K
|
62.4K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.2K- 1.7% |
$370K - $402K
|
127K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.25K- 3.94% |
$378K - $411K
|
54.8K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 72.57% |
$385K - $419K
|
865
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.32K- 49.46% |
$392K - $425K
|
2.38K
$433K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.34K- 4.12% |
$393K - $427K
|
54.4K
$9.91M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.34K- 3.96% |
$394K - $428K
|
56.7K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.34K- 34.76% |
$395K - $429K
|
4.4K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.35K- 3.77% |
$396K - $430K
|
59.9K
$10.9M
|