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 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
48+ 0.46% |
$7.07K - $7.6K
|
10.5K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
47+ 3.69% |
$6.92K - $7.44K
|
1.32K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
47+ 0.45% |
$6.92K - $7.44K
|
10.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
45+ 0.74% |
$6.63K - $7.12K
|
6.11K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
44+ 0.26% |
$6.48K - $6.97K
|
16.9K
$3.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42+ 0.91% |
$6.18K - $6.65K
|
4.64K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
41+ 1.84% |
$6.04K - $6.49K
|
2.27K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.9% |
$5.89K - $6.33K
|
4.48K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.53% |
$5.89K - $6.33K
|
7.58K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
39+ 0.49% |
$5.74K - $6.17K
|
7.94K
$1.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
38+ 0.29% |
$5.6K - $6.02K
|
13.2K
$2.41M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
38+ 0.12% |
$5.6K - $6.02K
|
31.6K
$5.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
37+ 1.39% |
$5.45K - $5.86K
|
2.7K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 0.27% |
$5.3K - $5.7K
|
13.3K
$2.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.13% |
$5.15K - $5.54K
|
26.5K
$4.83M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
35+ 0.12% |
$5.15K - $5.54K
|
29.3K
$5.33M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
34+ 0.25% |
$5.01K - $5.38K
|
13.5K
$2.46M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
34+ 2.2% |
$5.01K - $5.38K
|
1.58K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
34+ 5.02% |
$5.01K - $5.38K
|
711
$130K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.48% |
$5.01K - $5.38K
|
7.16K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
33+ 0.99% |
$4.86K - $5.22K
|
3.36K
$613K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
32+ 0.85% |
$4.71K - $5.07K
|
3.81K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31New |
$4.56K - $4.91K
|
31
$5.65K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30+ 0.31% |
$4.42K - $4.75K
|
9.62K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
28New |
$4.12K - $4.43K
|
28
$5.1K
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
28+ 0.46% |
$4.12K - $4.43K
|
6.06K
$1.1M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28+ 0.07% |
$4.12K - $4.43K
|
37.8K
$6.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27+ 0.35% |
$3.98K - $4.27K
|
7.72K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 0.13% |
$3.98K - $4.27K
|
21.6K
$3.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
26+ 0.23% |
$3.83K - $4.12K
|
11.4K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
26+ 0.23% |
$3.83K - $4.12K
|
11.4K
$2.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
25+ 0.56% |
$3.68K - $3.96K
|
4.52K
$824K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
25+ 0.76% |
$3.68K - $3.96K
|
3.31K
$603K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
24+ 0.49% |
$3.53K - $3.8K
|
4.9K
$892K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
24+ 0.08% |
$3.53K - $3.8K
|
29.2K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24+ 0.47% |
$3.53K - $3.8K
|
5.08K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24+ 0.29% |
$3.53K - $3.8K
|
8.37K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23+ 0.29% |
$3.39K - $3.64K
|
7.99K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
22+ 1.12% |
$3.24K - $3.48K
|
1.98K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
22+ 1.24% |
$3.24K - $3.48K
|
1.8K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22+ 0.36% |
$3.24K - $3.48K
|
6.16K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
22+ 0.2% |
$3.24K - $3.48K
|
10.9K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.25% |
$3.09K - $3.32K
|
8.51K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.26% |
$3.09K - $3.32K
|
8.18K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
20+ 0.07% |
$2.94K - $3.17K
|
29.6K
$5.39M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
20+ 0.08% |
$2.94K - $3.17K
|
26.7K
$4.86M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.12% |
$2.94K - $3.17K
|
16.9K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.27% |
$2.8K - $3.01K
|
7.16K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19+ 0.43% |
$2.8K - $3.01K
|
4.46K
$812K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.04% |
$2.8K - $3.01K
|
44.4K
$8.08M
|