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 15, 2023
Q1 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.38% |
$589 - $633
|
1.05K
$191K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.13% |
$589 - $633
|
3.2K
$582K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3+ 0.07% |
$442 - $475
|
4.39K
$799K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$442 - $475
|
2.26K
$412K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.11% |
$442 - $475
|
2.72K
$495K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$442 - $475
|
3.28K
$597K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.15% |
$442 - $475
|
1.97K
$358K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.5% |
$442 - $475
|
604
$110K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.08% |
$442 - $475
|
3.61K
$657K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.22% |
$442 - $475
|
1.38K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.16% |
$442 - $475
|
1.87K
$340K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.0% |
$442 - $475
|
221K
$40.3M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.23% |
$442 - $475
|
1.33K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.17% |
$442 - $475
|
1.81K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.11% |
$442 - $475
|
2.62K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3+ 0.03% |
$442 - $475
|
9.26K
$1.69M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.08% |
$442 - $475
|
3.8K
$692K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.51% |
$442 - $475
|
590
$107K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.09% |
$294 - $317
|
2.34K
$426K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.06% |
$294 - $317
|
3.63K
$662K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.09% |
$294 - $317
|
2.15K
$391K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2+ 0.05% |
$294 - $317
|
3.96K
$721K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.03% |
$294 - $317
|
6.07K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$294 - $317
|
4.26K
$776K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$294 - $317
|
46.1K
$8.4M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$294 - $317
|
3.59K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.03% |
$294 - $317
|
7.95K
$1.45M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.09% |
$294 - $317
|
2.21K
$403K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
2+ 0.09% |
$294 - $317
|
2.31K
$420K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$147 - $158
|
7.79K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.61% |
$147 - $158
|
165
$30.1K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.16% |
$147 - $158
|
639
$116K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.05% |
$147 - $158
|
1.96K
$356K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $158
|
3.05K
$555K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1+ 0.0% |
$147 - $158
|
27.3K
$4.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.04% |
$147 - $158
|
2.64K
$481K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.32% |
$147 - $158
|
312
$56.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.2% |
$147 - $158
|
513
$93.4K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1+ 0.02% |
$147 - $158
|
4.34K
$791K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$147 - $158
|
2.63K
$480K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.42% |
$147 - $158
|
239
$43.5K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$147 - $158
|
508
$92.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.04% |
$147 - $158
|
2.66K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.03% |
$147 - $158
|
3.85K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.05% |
$147 - $158
|
2.14K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$147 - $158
|
1
$182
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.28% |
$147 - $158
|
79
$14.4K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
$147 - $158
|
10.5K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1- 0.08% |
$147 - $158
|
1.3K
$237K
|