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 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.96% |
$4.42K - $4.75K
|
3.09K
$563K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-32- 0.07% |
$4.71K - $5.07K
|
47.3K
$8.61M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-32- 0.43% |
$4.71K - $5.07K
|
7.45K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 1.6% |
$5.01K - $5.38K
|
2.09K
$381K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-35- 1.84% |
$5.15K - $5.54K
|
1.87K
$340K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-35- 0.44% |
$5.15K - $5.54K
|
7.88K
$1.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.13% |
$5.15K - $5.54K
|
26K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 0.37% |
$5.15K - $5.54K
|
9.5K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-36- 0.23% |
$5.3K - $5.7K
|
15.9K
$2.89M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-39- 1.09% |
$5.74K - $6.17K
|
3.53K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 0.27% |
$5.74K - $6.17K
|
14.3K
$2.61M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-41- 0.34% |
$6.04K - $6.49K
|
11.8K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-42- 0.51% |
$6.18K - $6.65K
|
8.12K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 33.83% |
$6.63K - $7.12K
|
88
$16K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-45- 1.69% |
$6.63K - $7.12K
|
2.62K
$478K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-46- 2.71% |
$6.77K - $7.28K
|
1.65K
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-47- 0.24% |
$6.92K - $7.44K
|
19.2K
$3.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-47- 1.06% |
$6.92K - $7.44K
|
4.39K
$799K
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-48- 0.57% |
$7.07K - $7.6K
|
8.38K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-49- 23.0% |
$7.21K - $7.76K
|
164
$29.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-50- 1.63% |
$7.36K - $7.92K
|
3.02K
$550K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 0.35% |
$7.36K - $7.92K
|
14.4K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-50- 1.47% |
$7.36K - $7.92K
|
3.36K
$611K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-50- 2.48% |
$7.36K - $7.92K
|
1.97K
$358K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-52- 3.0% |
$7.66K - $8.23K
|
1.68K
$306K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-54- 2.65% |
$7.95K - $8.55K
|
1.98K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-55- 4.63% |
$8.1K - $8.71K
|
1.13K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-55- 2.52% |
$8.1K - $8.71K
|
2.13K
$387K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-55- 1.54% |
$8.1K - $8.71K
|
3.51K
$638K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-56- 0.08% |
$8.25K - $8.87K
|
71K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-57- 0.82% |
$8.39K - $9.02K
|
6.92K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-58- 3.53% |
$8.54K - $9.18K
|
1.59K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-59- 0.72% |
$8.69K - $9.34K
|
8.17K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-60- 1.56% |
$8.83K - $9.5K
|
3.8K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-60- 3.97% |
$8.83K - $9.5K
|
1.45K
$264K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 3.63% |
$8.83K - $9.5K
|
1.6K
$291K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-65- 0.11% |
$9.57K - $10.3K
|
58.8K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-65- 1.53% |
$9.57K - $10.3K
|
4.17K
$760K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-65- 0.75% |
$9.57K - $10.3K
|
8.56K
$1.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-66- 1.11% |
$9.72K - $10.4K
|
5.89K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-66- 0.43% |
$9.72K - $10.4K
|
15.5K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-66- 2.94% |
$9.72K - $10.4K
|
2.18K
$397K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 0.78% |
$9.87K - $10.6K
|
8.48K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-68- 0.71% |
$10K - $10.8K
|
9.54K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-68- 2.06% |
$10K - $10.8K
|
3.23K
$589K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-69- 0.66% |
$10.2K - $10.9K
|
10.3K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 0.21% |
$10.2K - $10.9K
|
32.4K
$5.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-70- 2.55% |
$10.3K - $11.1K
|
2.68K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-70- 0.36% |
$10.3K - $11.1K
|
19.6K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-70- 1.87% |
$10.3K - $11.1K
|
3.67K
$668K
|