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 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1- -0.0% |
$147 - $158
|
85K
$15.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.01% |
$147 - $158
|
12.4K
$2.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$147 - $158
|
3.77K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1- 0.01% |
$147 - $158
|
17.2K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$147 - $158
|
2.27K
$414K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3- 0.02% |
$442 - $475
|
17.6K
$3.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4- 0.14% |
$589 - $633
|
2.83K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4- 0.04% |
$589 - $633
|
10.8K
$1.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5- 0.35% |
$736 - $792
|
1.42K
$258K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$736 - $792
|
1.42K
$259K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$736 - $792
|
13.3K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 4.59% |
$736 - $792
|
104
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5- 0.12% |
$736 - $792
|
4.17K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.28% |
$736 - $792
|
1.8K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-6- 0.18% |
$883 - $950
|
3.39K
$617K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 0.55% |
$1.03K - $1.11K
|
1.26K
$230K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 3.24% |
$1.03K - $1.11K
|
209
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-7- 0.16% |
$1.03K - $1.11K
|
4.26K
$776K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-9- 0.15% |
$1.33K - $1.42K
|
5.99K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10- 0.24% |
$1.47K - $1.58K
|
4.2K
$765K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.36% |
$1.47K - $1.58K
|
2.79K
$509K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 29.41% |
$1.47K - $1.58K
|
24
$4.37K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-10- 0.16% |
$1.47K - $1.58K
|
6.12K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-10- 0.43% |
$1.47K - $1.58K
|
2.31K
$420K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.12% |
$1.62K - $1.74K
|
9.36K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.11% |
$1.77K - $1.9K
|
11.3K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.17% |
$1.91K - $2.06K
|
7.46K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-13- 0.42% |
$1.91K - $2.06K
|
3.05K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13- 0.97% |
$1.91K - $2.06K
|
1.33K
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-15- 12.3% |
$2.21K - $2.37K
|
107
$19.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-15- 1.08% |
$2.21K - $2.37K
|
1.38K
$250K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-17- 0.61% |
$2.5K - $2.69K
|
2.79K
$508K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-18- 0.78% |
$2.65K - $2.85K
|
2.29K
$417K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-19- 0.31% |
$2.8K - $3.01K
|
6.05K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-20- 1.05% |
$2.94K - $3.17K
|
1.89K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-20- 0.69% |
$2.94K - $3.17K
|
2.86K
$521K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-20- 0.28% |
$2.94K - $3.17K
|
7.15K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24- 1.12% |
$3.53K - $3.8K
|
2.12K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-24- 1.61% |
$3.53K - $3.8K
|
1.47K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24- 0.09% |
$3.53K - $3.8K
|
26.7K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-25- 0.35% |
$3.68K - $3.96K
|
7.16K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-25- 0.9% |
$3.68K - $3.96K
|
2.76K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.32% |
$3.83K - $4.12K
|
8.1K
$1.48M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-27- 22.88% |
$3.98K - $4.27K
|
91
$16.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.73% |
$4.12K - $4.43K
|
3.81K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-28- 1.04% |
$4.12K - $4.43K
|
2.66K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-28- 0.13% |
$4.12K - $4.43K
|
21.7K
$3.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-29- 0.54% |
$4.27K - $4.59K
|
5.37K
$977K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-30- 0.36% |
$4.42K - $4.75K
|
8.42K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-30- 2.21% |
$4.42K - $4.75K
|
1.33K
$242K
|