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 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-70- 3.75% |
$10.3K - $11.1K
|
1.8K
$327K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.75% |
$10.7K - $11.6K
|
9.67K
$1.76M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-73- 0.28% |
$10.7K - $11.6K
|
26.4K
$4.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-75- 4.23% |
$11K - $11.9K
|
1.7K
$310K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-75- 2.64% |
$11K - $11.9K
|
2.77K
$504K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-76- 4.42% |
$11.2K - $12K
|
1.65K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-77- 0.99% |
$11.3K - $12.2K
|
7.69K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.7% |
$11.5K - $12.3K
|
11.1K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-79- 1.14% |
$11.6K - $12.5K
|
6.86K
$1.25M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-79- 1.67% |
$11.6K - $12.5K
|
4.64K
$845K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-80- 3.81% |
$11.8K - $12.7K
|
2.02K
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-83- 1.56% |
$12.2K - $13.1K
|
5.22K
$952K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-84- 2.46% |
$12.4K - $13.3K
|
3.34K
$607K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-85- 2.18% |
$12.5K - $13.5K
|
3.82K
$696K
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-86- 3.17% |
$12.7K - $13.6K
|
2.63K
$479K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-87- 0.66% |
$12.8K - $13.8K
|
13.1K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-88- 0.52% |
$13K - $13.9K
|
16.8K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-89- 48.9% |
$13.1K - $14.1K
|
93
$16.9K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-89- 3.05% |
$13.1K - $14.1K
|
2.83K
$516K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-91- 2.02% |
$13.4K - $14.4K
|
4.42K
$804K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-92- 3.88% |
$13.5K - $14.6K
|
2.28K
$416K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-94- 0.64% |
$13.8K - $14.9K
|
14.5K
$2.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-95- 3.29% |
$14K - $15K
|
2.79K
$508K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-96- 5.03% |
$14.1K - $15.2K
|
1.81K
$330K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-96- 0.52% |
$14.1K - $15.2K
|
18.4K
$3.35M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-99- 1.64% |
$14.6K - $15.7K
|
5.95K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-100- 2.9% |
$14.7K - $15.8K
|
3.34K
$609K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-100- 0.78% |
$14.7K - $15.8K
|
12.7K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-100- 0.26% |
$14.7K - $15.8K
|
38K
$6.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-102- 0.38% |
$15K - $16.1K
|
27K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-110- 0.6% |
$16.2K - $17.4K
|
18.1K
$3.3M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-112- 0.84% |
$16.5K - $17.7K
|
13.2K
$2.4M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-112- 1.78% |
$16.5K - $17.7K
|
6.16K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-113- 0.7% |
$16.6K - $17.9K
|
16K
$2.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-115- 1.24% |
$16.9K - $18.2K
|
9.13K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-115- 5.0% |
$16.9K - $18.2K
|
2.19K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-115- 27.71% |
$16.9K - $18.2K
|
300
$54.6K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-115- 2.73% |
$16.9K - $18.2K
|
4.1K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-117- 95.9% |
$17.2K - $18.5K
|
5
$911
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-120- 0.89% |
$17.7K - $19K
|
13.4K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-120- 0.53% |
$17.7K - $19K
|
22.5K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-120- 5.67% |
$17.7K - $19K
|
2K
$364K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-121- 3.56% |
$17.8K - $19.2K
|
3.28K
$597K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-122- 0.25% |
$18K - $19.3K
|
48.2K
$8.78M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-122- 2.54% |
$18K - $19.3K
|
4.69K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-123- 0.11% |
$18.1K - $19.5K
|
114K
$20.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-124- 6.08% |
$18.3K - $19.6K
|
1.91K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-124- 2.48% |
$18.3K - $19.6K
|
4.87K
$886K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-127- 8.86% |
$18.7K - $20.1K
|
1.31K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-130- 2.79% |
$19.1K - $20.6K
|
4.53K
$825K
|