Purchases and Sales Made in Q1 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 2023. 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 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
808K
+ 1146.56%
$119M - $128M
878K $160M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
675K
+ 13.36%
$99.3M - $107M
5.72M $1.04B
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
497K
+ 55.28%
$73.1M - $78.7M
1.4M $254M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
399K
+ 22.82%
$58.7M - $63.2M
2.15M $391M
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
268K
+ 18.09%
$39.5M - $42.5M
1.75M $319M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
247K
+ 3154.6%
$36.3M - $39M
254K $46.3M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
181K
New
$26.6M - $28.6M
181K $32.9M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
160K
+ 30.66%
$23.5M - $25.3M
681K $124M
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
154K
New
$22.6M - $24.3M
154K $28M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
145K
+ 6.67%
$21.3M - $22.9M
2.32M $422M
May 04, 2023 Q1 2023
Cowa, LLC

Tulsa, OK
BUY
 -
124K
New
$18.3M - $19.6M
124K $22.6M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
122K
+ 3.47%
$18M - $19.3M
3.64M $664M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
110K
+ 4.62%
$16.3M - $17.5M
2.5M $455M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
106K
+ 8.75%
$15.6M - $16.8M
1.32M $240M
May 15, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
96.1K
+ 1.3%
$14.2M - $15.2M
7.49M $1.36B
Apr 26, 2023 Q1 2023
Integrated Capital Management, Inc.

BUY
 -
94.7K
+ 155.34%
$13.9M - $15M
156K $28.4M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
89.3K
+ 1193.98%
$13.1M - $14.1M
96.8K $17.6M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
83.6K
+ 9.45%
$12.3M - $13.2M
969K $176M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
82.7K
+ 6436.89%
$12.2M - $13.1M
84K $15.3M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
79.5K
+ 7.62%
$11.7M - $12.6M
1.12M $205M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
76.4K
+ 25.5%
$11.3M - $12.1M
376K $68.5M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
73.6K
+ 1578.97%
$10.8M - $11.7M
78.3K $14.3M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
68.1K
+ 1509.91%
$10M - $10.8M
72.6K $13.2M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
62.9K
+ 653.53%
$9.27M - $9.97M
72.6K $13.2M
May 11, 2023 Q1 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
61.7K
New
$9.09M - $9.77M
61.7K $11.2M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
58.7K
+ 0.78%
$8.64M - $9.29M
7.54M $1.37B
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
57.8K
+ 565.37%
$8.52M - $9.16M
68.1K $12.4M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
54.1K
+ 101.91%
$7.96M - $8.56M
107K $19.5M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
52.4K
New
$7.71M - $8.29M
52.4K $9.54M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
51.1K
+ 15.59%
$7.52M - $8.08M
379K $69M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
50.6K
+ 101278.0%
$7.46M - $8.02M
50.7K $9.23M
Apr 10, 2023 Q1 2023
Thomasville National Bank

BUY
 -
47.1K
New
$6.93M - $7.46M
47.1K $8.58M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
46.6K
+ 2.55%
$6.87M - $7.38M
1.87M $341M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
46.6K
+ 531.5%
$6.86M - $7.38M
55.4K $10.1M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
46.3K
+ 1334.0%
$6.82M - $7.34M
49.8K $9.07M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
44.1K
+ 28.41%
$6.5M - $6.99M
200K $36.3M
May 12, 2023 Q1 2023
Wms Partners, LLC

BUY
 -
43.9K
+ 28.38%
$6.47M - $6.95M
199K $36.2M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
43.6K
+ 18.54%
$6.42M - $6.91M
279K $50.8M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
40.9K
New
$6.02M - $6.47M
40.9K $7.44M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
40.4K
+ 0.64%
$5.96M - $6.4M
6.36M $1.16B
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
40.1K
+ 98.17%
$5.9M - $6.34M
80.9K $14.7M
May 09, 2023 Q1 2023
Allen Investment Management LLC

BUY
 -
39.1K
New
$5.76M - $6.2M
39.1K $7.13M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
34.1K
+ 125.9%
$5.02M - $5.39M
61.1K $11.1M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
33.4K
+ 26.1%
$4.92M - $5.29M
161K $29.4M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
32.8K
New
$4.82M - $5.19M
32.8K $5.97M
May 09, 2023 Q1 2023
Valence8 Us LP

Cambridge, MA
BUY
 -
32.3K
+ 15.28%
$4.76M - $5.12M
244K $44.4M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
32.3K
New
$4.76M - $5.12M
32.3K $5.89M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
32.1K
+ 3.14%
$4.72M - $5.08M
1.06M $192M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
31.7K
+ 32.71%
$4.67M - $5.02M
129K $23.4M

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