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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
78+ 0.19% |
$13.5K - $14.5K
|
40.7K
$7.42M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
77+ 4.99% |
$13.3K - $14.3K
|
1.62K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
77+ 0.94% |
$13.3K - $14.3K
|
8.27K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
72+ 2.4% |
$12.5K - $13.3K
|
3.07K
$560K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
72+ 0.43% |
$12.5K - $13.3K
|
16.7K
$3.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
70+ 2.14% |
$12.1K - $13K
|
3.35K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
70+ 2.1% |
$12.1K - $13K
|
3.4K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
70+ 1.69% |
$12.1K - $13K
|
4.21K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70+ 0.94% |
$12.1K - $13K
|
7.5K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69+ 0.44% |
$12K - $12.8K
|
15.8K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
68+ 1.09% |
$11.8K - $12.6K
|
6.33K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
67+ 2.05% |
$11.6K - $12.4K
|
3.34K
$609K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
63+ 0.71% |
$10.9K - $11.7K
|
9K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
61+ 2.37% |
$10.6K - $11.3K
|
2.63K
$480K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.07% |
$10.2K - $10.9K
|
83.2K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
57+ 0.07% |
$9.88K - $10.6K
|
81.8K
$14.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
57+ 6.2% |
$9.88K - $10.6K
|
977
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
57+ 3.06% |
$9.88K - $10.6K
|
1.92K
$349K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
54+ 0.42% |
$9.36K - $10K
|
12.9K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
53+ 1.71% |
$9.19K - $9.82K
|
3.15K
$575K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
52+ 0.77% |
$9.01K - $9.64K
|
6.79K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
50+ 0.17% |
$8.67K - $9.26K
|
29.8K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49+ 0.58% |
$8.49K - $9.08K
|
8.56K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
48+ 2.53% |
$8.32K - $8.89K
|
1.94K
$354K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
48+ 2.33% |
$8.32K - $8.89K
|
2.1K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.1% |
$7.97K - $8.52K
|
44.6K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
46+ 1.47% |
$7.97K - $8.52K
|
3.18K
$578K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.89% |
$7.8K - $8.34K
|
5.09K
$927K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
44+ 0.12% |
$7.63K - $8.15K
|
35.4K
$6.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.37% |
$7.45K - $7.97K
|
11.6K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
43+ 0.22% |
$7.45K - $7.97K
|
19.3K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43+ 0.14% |
$7.45K - $7.97K
|
30.7K
$5.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
42+ 2.9% |
$7.28K - $7.78K
|
1.49K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42+ 1.67% |
$7.28K - $7.78K
|
2.56K
$466K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
42+ 0.11% |
$7.28K - $7.78K
|
37.4K
$6.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
41+ 0.46% |
$7.11K - $7.6K
|
8.86K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 102.5% |
$7.11K - $7.6K
|
81
$14.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$7.11K - $7.6K
|
25.3K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 64.52% |
$6.93K - $7.41K
|
102
$18.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
40+ 1.35% |
$6.93K - $7.41K
|
3K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
40+ 0.62% |
$6.93K - $7.41K
|
6.47K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
40+ 17.78% |
$6.93K - $7.41K
|
265
$48.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
40+ 1.57% |
$6.93K - $7.41K
|
2.59K
$472K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
39+ 0.32% |
$6.76K - $7.23K
|
12.4K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$6.76K - $7.23K
|
39
$7.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38+ 0.07% |
$6.59K - $7.04K
|
57.1K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$6.41K - $6.86K
|
37
$6.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
36+ 0.07% |
$6.24K - $6.67K
|
51.6K
$9.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
35+ 0.32% |
$6.07K - $6.49K
|
10.9K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 26.36% |
$5.89K - $6.3K
|
163
$29.7K
|