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 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
190
+ 5.13%
$28K - $30.1K
3.89K $709K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
188
+ 3.15%
$27.7K - $29.8K
6.16K $1.12M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
188
+ 11.53%
$27.7K - $29.8K
1.82K $331K
Apr 27, 2023 Q1 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
187
+ 1.35%
$27.5K - $29.6K
14K $2.55M
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
185
+ 3.11%
$27.2K - $29.3K
6.13K $1.12M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
185
+ 10.09%
$27.2K - $29.3K
2.02K $368K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
184
+ 0.37%
$27.1K - $29.1K
49.8K $9.06M
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
182
+ 0.44%
$26.8K - $28.8K
41.7K $7.59M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
177
+ 3.49%
$26.1K - $28K
5.25K $956K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
176
+ 1.69%
$25.9K - $27.9K
10.6K $1.93M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
175
New
$25.8K - $27.7K
175 $31.9K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
175
New
$25.8K - $27.7K
175 $31.9K
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
172
+ 2.81%
$25.3K - $27.2K
6.28K $1.14M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
171
+ 0.62%
$25.2K - $27.1K
27.7K $5.04M
Apr 12, 2023 Q1 2023
Bath Savings Trust CO

BUY
 -
170
+ 2.74%
$25K - $26.9K
6.37K $1.16M
May 04, 2023 Q1 2023
Hyman Charles D

BUY
 -
168
+ 6.49%
$24.7K - $26.6K
2.76K $502K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
167
+ 3.77%
$24.6K - $26.4K
4.6K $838K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
166
+ 1.61%
$24.4K - $26.3K
10.5K $1.91M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
164
+ 0.87%
$24.1K - $26K
19K $3.46M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
162
+ 2.56%
$23.9K - $25.6K
6.48K $1.18M
May 11, 2023 Q1 2023
Benedict Financial Advisors Inc

BUY
 -
154
+ 0.78%
$22.7K - $24.4K
20K $3.63M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
153
New
$22.5K - $24.2K
153 $27.9K
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
150
+ 4.86%
$22.1K - $23.7K
3.24K $589K
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
150
+ 2.2%
$22.1K - $23.7K
6.97K $1.27M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
147
+ 4.38%
$21.6K - $23.3K
3.5K $638K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
139
+ 0.41%
$20.5K - $22K
34.3K $6.25M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
139
+ 0.41%
$20.5K - $22K
34.3K $6.25M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
136
New
$20K - $21.5K
136 $24.8K
May 12, 2023 Q1 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
136
+ 8.0%
$20K - $21.5K
1.84K $334K
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
130
+ 125.0%
$19.1K - $20.6K
234 $42.6K
Oct 23, 2024 Q1 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
130
+ 7.51%
$19.1K - $20.6K
1.86K $339K
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
128
+ 2.73%
$18.8K - $20.3K
4.81K $876K
May 04, 2023 Q1 2023
Tandem Capital Management Corp

BUY
 -
127
+ 1.14%
$18.7K - $20.1K
11.3K $2.05M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
125
+ 5.68%
$18.4K - $19.8K
2.33K $423K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
124
+ 2.11%
$18.3K - $19.6K
5.99K $1.09M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
121
+ 3.98%
$17.8K - $19.2K
3.16K $576K
May 15, 2023 Q1 2023
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
121
+ 0.63%
$17.8K - $19.2K
19.4K $3.53M
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
120
New
$17.7K - $19K
120 $21.9K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
118
+ 0.15%
$17.4K - $18.7K
77.6K $14.1M
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
117
+ 2.06%
$17.2K - $18.5K
5.81K $1.06M
Apr 18, 2023 Q1 2023
Scott & Selber, Inc.

BUY
 -
116
+ 0.42%
$17.1K - $18.4K
27.4K $5M
Apr 06, 2023 Q1 2023
Monterey Private Wealth, Inc.

BUY
 -
115
+ 1.37%
$16.9K - $18.2K
8.53K $1.55M
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
115
+ 0.37%
$16.9K - $18.2K
31.3K $5.7M
May 10, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
114
+ 1.55%
$16.8K - $18K
7.46K $1.36M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
114
+ 2.43%
$16.8K - $18K
4.8K $875K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
114
+ 1.55%
$16.8K - $18K
7.46K $1.36M
Sep 07, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
114
+ 2.0%
$16.8K - $18K
5.82K $1.06M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
112
+ 7.67%
$16.5K - $17.7K
1.57K $286K
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
110
+ 1.6%
$16.2K - $17.4K
7K $1.28M

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