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 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
18+ 0.09% |
$2.65K - $2.85K
|
19.9K
$3.62M
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 0.5% |
$2.65K - $2.85K
|
3.62K
$660K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17+ 0.4% |
$2.5K - $2.69K
|
4.22K
$768K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 400.0% |
$2.36K - $2.53K
|
20
$3.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.4% |
$2.36K - $2.53K
|
3.99K
$727K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 0.45% |
$2.36K - $2.53K
|
3.55K
$646K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
16+ 1.03% |
$2.36K - $2.53K
|
1.58K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.33% |
$2.21K - $2.37K
|
4.56K
$831K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.11% |
$2.21K - $2.37K
|
13.6K
$2.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
14New |
$2.06K - $2.22K
|
14
$2.55K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$2.06K - $2.22K
|
14
$2.55K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.73% |
$2.06K - $2.22K
|
1.93K
$351K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
13+ 0.48% |
$1.91K - $2.06K
|
2.74K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.08% |
$1.91K - $2.06K
|
16K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.2% |
$1.77K - $1.9K
|
6.13K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.28% |
$1.77K - $1.9K
|
4.23K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12+ 0.25% |
$1.77K - $1.9K
|
4.82K
$878K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11+ 0.33% |
$1.62K - $1.74K
|
3.39K
$617K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.5% |
$1.62K - $1.74K
|
2.23K
$407K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
11+ 0.06% |
$1.62K - $1.74K
|
19.2K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.16% |
$1.62K - $1.74K
|
6.85K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
9+ 0.19% |
$1.33K - $1.42K
|
4.63K
$843K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
9+ 0.52% |
$1.33K - $1.42K
|
1.73K
$316K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9+ 0.47% |
$1.33K - $1.42K
|
1.94K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
9+ 0.2% |
$1.33K - $1.42K
|
4.53K
$824K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
9+ 0.37% |
$1.33K - $1.42K
|
2.46K
$449K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.15% |
$1.33K - $1.42K
|
5.9K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.48% |
$1.18K - $1.27K
|
1.66K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8+ 0.47% |
$1.18K - $1.27K
|
1.69K
$308K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8+ 0.47% |
$1.18K - $1.27K
|
1.71K
$311K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
7+ 0.11% |
$1.03K - $1.11K
|
6.25K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
7+ 0.31% |
$1.03K - $1.11K
|
2.24K
$407K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 0.2% |
$1.03K - $1.11K
|
3.43K
$624K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$1.03K - $1.11K
|
1.9K
$346K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 1.13% |
$1.03K - $1.11K
|
626
$114K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$883 - $950
|
3.51K
$640K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.29% |
$883 - $950
|
2.1K
$382K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.32% |
$883 - $950
|
1.86K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
6+ 0.07% |
$883 - $950
|
8.09K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$883 - $950
|
2.34K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.03% |
$883 - $950
|
22.1K
$4.02M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.32% |
$883 - $950
|
1.86K
$339K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
5+ 0.18% |
$736 - $792
|
2.83K
$515K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$736 - $792
|
1.73K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.23% |
$736 - $792
|
2.19K
$399K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.06% |
$736 - $792
|
7.99K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.23% |
$589 - $633
|
1.77K
$322K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.38% |
$589 - $633
|
1.06K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4+ 0.19% |
$589 - $633
|
2.1K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4+ 0.12% |
$589 - $633
|
3.21K
$584K
|