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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
109+ 1.27% |
$16K - $17.3K
|
8.71K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
108+ 0.4% |
$15.9K - $17.1K
|
26.9K
$4.89M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
105+ 2.11% |
$15.5K - $16.6K
|
5.08K
$926K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
103+ 2.93% |
$15.2K - $16.3K
|
3.62K
$660K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
100+ 4.93% |
$14.7K - $15.8K
|
2.13K
$388K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
100+ 1.04% |
$14.7K - $15.8K
|
9.75K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 1.42% |
$14.7K - $15.8K
|
7.14K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
100+ 3.54% |
$14.7K - $15.8K
|
2.93K
$533K
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
99+ 0.08% |
$14.6K - $15.7K
|
127K
$23.2M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
99+ 0.35% |
$14.6K - $15.7K
|
28.7K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
99+ 1.89% |
$14.6K - $15.7K
|
5.34K
$973K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
97+ 1.01% |
$14.3K - $15.4K
|
9.68K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
97+ 0.95% |
$14.3K - $15.4K
|
10.3K
$1.87M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
92+ 131.43% |
$13.5K - $14.6K
|
162
$29.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
91+ 3.16% |
$13.4K - $14.4K
|
2.97K
$541K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
91+ 1.9% |
$13.4K - $14.4K
|
4.87K
$887K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
88+ 1.12% |
$13K - $13.9K
|
7.94K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
85+ 1.4% |
$12.5K - $13.5K
|
6.16K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
84+ 5.78% |
$12.4K - $13.3K
|
1.54K
$280K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
83+ 2.9% |
$12.2K - $13.1K
|
2.94K
$536K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
83+ 1.03% |
$12.2K - $13.1K
|
8.15K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
82+ 13.08% |
$12.1K - $13K
|
709
$129K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
80+ 0.53% |
$11.8K - $12.7K
|
15.1K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80+ 142.86% |
$11.8K - $12.7K
|
136
$24.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
74+ 0.19% |
$10.9K - $11.7K
|
39.3K
$7.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
74+ 2.88% |
$10.9K - $11.7K
|
2.64K
$481K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72New |
$10.6K - $11.4K
|
72
$13.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71+ 2.58% |
$10.5K - $11.2K
|
2.82K
$514K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
69+ 0.49% |
$10.2K - $10.9K
|
14.3K
$2.6M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
69+ 3.09% |
$10.2K - $10.9K
|
2.3K
$419K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
67+ 5.25% |
$9.87K - $10.6K
|
1.34K
$244K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
66+ 1.83% |
$9.72K - $10.4K
|
3.68K
$670K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
65+ 0.97% |
$9.57K - $10.3K
|
6.73K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
64+ 0.99% |
$9.42K - $10.1K
|
6.55K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64+ 25.81% |
$9.42K - $10.1K
|
312
$56.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
63+ 0.4% |
$9.28K - $9.97K
|
15.9K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.19% |
$9.28K - $9.97K
|
32.6K
$5.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
61New |
$8.98K - $9.66K
|
61
$11.1K
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
59+ 4.01% |
$8.69K - $9.34K
|
1.53K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
59+ 0.5% |
$8.69K - $9.34K
|
11.9K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58+ 16.11% |
$8.54K - $9.18K
|
418
$76.1K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
58+ 0.5% |
$8.54K - $9.18K
|
11.7K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 1.32% |
$8.39K - $9.02K
|
4.39K
$799K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
57+ 0.41% |
$8.39K - $9.02K
|
14K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
53+ 0.45% |
$7.8K - $8.39K
|
11.7K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
53+ 0.86% |
$7.8K - $8.39K
|
6.19K
$1.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
52New |
$7.66K - $8.23K
|
52
$9.47K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
51+ 1.34% |
$7.51K - $8.07K
|
3.85K
$702K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
50+ 3.0% |
$7.36K - $7.92K
|
1.72K
$313K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
49+ 1.17% |
$7.21K - $7.76K
|
4.25K
$774K
|