Purchases and Sales Made in Q1 2023 in Vanguard Dividend Appreciation (VIG)
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 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
522+ 1.41% |
$76.9K - $82.6K
|
37.6K
$6.85M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
521+ 1.51% |
$76.7K - $82.5K
|
35.1K
$6.4M
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
516+ 0.15% |
$76K - $81.7K
|
349K
$63.5M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
506+ 7.77% |
$74.5K - $80.1K
|
7.02K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
506+ 2.62% |
$74.5K - $80.1K
|
19.8K
$3.62M
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
495+ 21.81% |
$72.9K - $78.4K
|
2.77K
$504K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
495+ 1.72% |
$72.9K - $78.4K
|
29.3K
$5.34M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
493New |
$72.6K - $78.1K
|
493
$89.8K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
492+ 1.81% |
$72.4K - $77.9K
|
27.7K
$5.04M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
491+ 11.57% |
$72.3K - $77.7K
|
4.73K
$862K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
487+ 33.17% |
$71.7K - $77.1K
|
1.96K
$356K
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
483+ 5.54% |
$71.1K - $76.5K
|
9.2K
$1.68M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
481New |
$70.8K - $76.2K
|
481
$87.6K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
479+ 4.14% |
$70.5K - $75.8K
|
12K
$2.19M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
479+ 8.46% |
$70.5K - $75.8K
|
6.14K
$1.12M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
475+ 3.95% |
$69.9K - $75.2K
|
12.5K
$2.28M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
467+ 5.72% |
$68.8K - $73.9K
|
8.63K
$1.57M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
465+ 0.74% |
$68.5K - $73.6K
|
63.3K
$11.5M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
460+ 9.9% |
$67.7K - $72.8K
|
5.11K
$930K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
458+ 0.95% |
$67.4K - $72.5K
|
48.8K
$8.89M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
457+ 1.12% |
$67.3K - $72.4K
|
41.3K
$7.53M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
454+ 4.41% |
$66.8K - $71.9K
|
10.7K
$1.96M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
452+ 19.12% |
$66.6K - $71.6K
|
2.82K
$513K
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
450+ 1.87% |
$66.3K - $71.2K
|
24.5K
$4.47M
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
450+ 1.07% |
$66.3K - $71.2K
|
42.3K
$7.71M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
447+ 19.54% |
$65.8K - $70.8K
|
2.74K
$498K
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
446+ 5.51% |
$65.7K - $70.6K
|
8.54K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
444+ 2.24% |
$65.4K - $70.3K
|
20.3K
$3.7M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
438+ 3.3% |
$64.5K - $69.3K
|
13.7K
$2.5M
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
433+ 0.42% |
$63.8K - $68.6K
|
103K
$18.7M
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
429New |
$63.2K - $67.9K
|
429
$78.1K
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
414+ 7.78% |
$61K - $65.5K
|
5.74K
$1.04M
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
406+ 3.54% |
$59.8K - $64.3K
|
11.9K
$2.16M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
397+ 8.08% |
$58.5K - $62.9K
|
5.31K
$967K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
391+ 3.4% |
$57.6K - $61.9K
|
11.9K
$2.17M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
388+ 17.12% |
$57.1K - $61.4K
|
2.66K
$484K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
387New |
$57K - $61.3K
|
387
$70.5K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
371+ 0.37% |
$54.6K - $58.7K
|
101K
$18.5M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
364+ 25.96% |
$53.6K - $57.6K
|
1.77K
$322K
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
361+ 2.24% |
$53.2K - $57.2K
|
16.5K
$3.01M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
359+ 19.74% |
$52.9K - $56.8K
|
2.18K
$397K
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
355+ 1.33% |
$52.3K - $56.2K
|
27K
$4.91M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
353+ 3.87% |
$52K - $55.9K
|
9.49K
$1.73M
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
352+ 2.39% |
$51.8K - $55.7K
|
15.1K
$2.75M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
351+ 1.43% |
$51.7K - $55.6K
|
24.9K
$4.54M
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
346+ 10.23% |
$50.9K - $54.8K
|
3.73K
$679K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
345+ 8.94% |
$50.8K - $54.6K
|
4.21K
$766K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
340+ 14.43% |
$50.1K - $53.8K
|
2.7K
$491K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
338+ 1.22% |
$49.8K - $53.5K
|
28.1K
$5.13M
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
335+ 1.39% |
$49.3K - $53K
|
24.4K
$4.44M
|