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
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
321
+ 0.35%
$47.3K - $50.8K
90.9K $16.6M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
307
+ 4.19%
$45.2K - $48.6K
7.63K $1.39M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
305
+ 12.73%
$44.9K - $48.3K
2.7K $492K
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
303
+ 8.26%
$44.6K - $48K
3.97K $723K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
302
+ 12.6%
$44.5K - $47.8K
2.7K $491K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
302
+ 13.42%
$44.5K - $47.8K
2.55K $465K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
299
+ 0.95%
$44K - $47.3K
31.8K $5.8M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
297
+ 12.77%
$43.7K - $47K
2.62K $478K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
292
+ 8.68%
$43K - $46.2K
3.66K $666K
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
287
+ 10.06%
$42.3K - $45.4K
3.14K $572K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
284
+ 2.58%
$41.8K - $45K
11.3K $2.06M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
279
+ 12.8%
$41.1K - $44.2K
2.46K $448K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
278
+ 5.0%
$40.9K - $44K
5.83K $1.06M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
267
New
$39.3K - $42.3K
267 $48.6K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
265
+ 5.28%
$39K - $42K
5.28K $962K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
258
+ 9.06%
$38K - $40.8K
3.11K $566K
May 15, 2023 Q1 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
258
+ 0.5%
$38K - $40.8K
51.9K $9.45M
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
258
+ 7.93%
$38K - $40.8K
3.51K $640K
Apr 26, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
257
+ 37.3%
$37.8K - $40.7K
946 $172K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
253
+ 16.21%
$37.3K - $40.1K
1.81K $330K
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
BUY
 -
252
+ 49.9%
$37.1K - $39.9K
757 $138K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
251
New
$37K - $39.7K
251 $45.7K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
250
+ 0.53%
$36.8K - $39.6K
47.8K $8.7M
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
249
+ 0.98%
$36.7K - $39.4K
25.6K $4.66M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
241
+ 2.0%
$35.5K - $38.2K
12.3K $2.24M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
239
+ 11.75%
$35.2K - $37.8K
2.27K $414K
Apr 18, 2023 Q1 2023
Avity Investment Management Inc.

BUY
 -
235
+ 3.92%
$34.6K - $37.2K
6.24K $1.14M
Apr 19, 2023 Q1 2023
Gratus Capital LLC

BUY
 -
231
+ 5.69%
$34K - $36.6K
4.29K $782K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
225
+ 2.45%
$33.1K - $35.6K
9.42K $1.72M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
225
+ 12.3%
$33.1K - $35.6K
2.06K $374K
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
218
+ 1.89%
$32.1K - $34.5K
11.7K $2.14M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
217
+ 0.58%
$32K - $34.4K
37.4K $6.82M
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
216
+ 1.06%
$31.8K - $34.2K
20.5K $3.74M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
215
+ 6.28%
$31.7K - $34K
3.64K $663K
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
214
+ 1.09%
$31.5K - $33.9K
19.9K $3.63M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
210
+ 22.25%
$30.9K - $33.2K
1.15K $210K
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
209
New
$30.8K - $33.1K
209 $38.1K
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
209
+ 14.06%
$30.8K - $33.1K
1.7K $309K
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
206
+ 10.3%
$30.3K - $32.6K
2.21K $402K
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
205
+ 14.37%
$30.2K - $32.5K
1.63K $297K
May 04, 2023 Q1 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
202
+ 2.66%
$29.7K - $32K
7.81K $1.42M
May 09, 2023 Q1 2023
Mycio Wealth Partners, LLC

BUY
 -
200
+ 0.41%
$29.4K - $31.7K
49.2K $8.96M
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
199
+ 6.16%
$29.3K - $31.5K
3.43K $625K
May 15, 2023 Q1 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
199
+ 3.16%
$29.3K - $31.5K
6.49K $1.18M
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
196
+ 0.83%
$28.9K - $31K
23.8K $4.33M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
196
+ 6.34%
$28.9K - $31K
3.29K $599K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
196
+ 0.4%
$28.9K - $31K
49.1K $8.95M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
194
+ 2.03%
$28.6K - $30.7K
9.74K $1.77M
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
194
+ 49.74%
$28.6K - $30.7K
584 $106K

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