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
|
Mercer Investments LLC
|
SELL
|
- |
-8.97K- 9.66% |
$1.51M - $1.64M
|
83.9K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.08K- 3.46% |
$1.53M - $1.66M
|
253K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.16K- 20.62% |
$1.54M - $1.68M
|
35.2K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.29K- 39.24% |
$1.57M - $1.7M
|
14.4K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.34K- 17.75% |
$1.57M - $1.71M
|
43.3K
$7.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10.2K- 7.6% |
$1.71M - $1.86M
|
123K
$22.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 11.76% |
$1.74M - $1.89M
|
77.3K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.6K- 6.55% |
$1.78M - $1.94M
|
151K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-10.6K- 1.09% |
$1.79M - $1.94M
|
962K
$175M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.6K- 8.9% |
$1.79M - $1.94M
|
109K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 42.85% |
$1.9M - $2.07M
|
15.1K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11.5K- 79.02% |
$1.94M - $2.11M
|
3.06K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.5K- 5.89% |
$1.94M - $2.11M
|
184K
$33.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 0.34% |
$2.13M - $2.31M
|
3.74M
$681M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 1.42% |
$2.14M - $2.33M
|
885K
$161M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-13K- 57.84% |
$2.19M - $2.38M
|
9.49K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-13.1K- 63.57% |
$2.21M - $2.4M
|
7.51K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.4K- 10.52% |
$2.26M - $2.46M
|
114K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-14K- 8.57% |
$2.36M - $2.56M
|
149K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.5K- 5.48% |
$2.44M - $2.66M
|
250K
$45.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.5K- 29.97% |
$2.45M - $2.66M
|
33.9K
$6.18M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.9K- 26.38% |
$2.51M - $2.72M
|
41.5K
$7.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-16K- 24.82% |
$2.69M - $2.92M
|
48.4K
$8.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-16K- 19.09% |
$2.7M - $2.93M
|
67.9K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 0.25% |
$2.72M - $2.95M
|
6.43M
$1.17B
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16.2K- 6.74% |
$2.73M - $2.96M
|
224K
$40.8M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 13.6% |
$2.78M - $3.02M
|
105K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.7K- 19.26% |
$2.81M - $3.05M
|
69.9K
$12.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-16.8K- 71.82% |
$2.83M - $3.07M
|
6.59K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.1K- 3.46% |
$3.04M - $3.3M
|
504K
$91.9M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-18.1K- 44.47% |
$3.05M - $3.32M
|
22.6K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.4K- 90.6% |
$3.1M - $3.36M
|
1.91K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.1K- 17.44% |
$3.21M - $3.49M
|
90.2K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.9K- 3.36% |
$3.52M - $3.82M
|
601K
$109M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22K- 25.1% |
$3.71M - $4.03M
|
65.7K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22.5K- 94.94% |
$3.79M - $4.11M
|
1.2K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.6K- 2.2% |
$3.82M - $4.14M
|
1M
$183M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.9K- 21.75% |
$3.87M - $4.2M
|
82.6K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.4K- 3.36% |
$3.94M - $4.28M
|
674K
$123M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.6K- 3.67% |
$3.97M - $4.31M
|
618K
$113M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-24.2K- 22.73% |
$4.08M - $4.43M
|
82.3K
$15M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-24.5K- 93.87% |
$4.13M - $4.48M
|
1.6K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-25.5K- 77.44% |
$4.3M - $4.67M
|
7.43K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-25.7K- 88.57% |
$4.33M - $4.7M
|
3.32K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-25.9K- 72.81% |
$4.37M - $4.74M
|
9.68K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26.3K- 10.51% |
$4.44M - $4.82M
|
224K
$40.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-26.8K- 2.05% |
$4.52M - $4.91M
|
1.28M
$234M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-27.9K- 2.29% |
$4.71M - $5.11M
|
1.19M
$217M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-28.8K- 13.44% |
$4.86M - $5.27M
|
186K
$33.8M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-30.5K- 92.73% |
$5.14M - $5.58M
|
2.39K
$436K
|