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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.7K+ 102.84% |
$4.52M - $4.86M
|
60.5K
$11M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
30.3K+ 8.49% |
$4.46M - $4.79M
|
387K
$70.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.3K+ 3.59% |
$4.31M - $4.64M
|
845K
$154M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27.9K+ 40.67% |
$4.1M - $4.41M
|
96.3K
$17.5M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.3K+ 35.65% |
$4.02M - $4.32M
|
104K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
27.1K+ 333.67% |
$3.99M - $4.29M
|
35.2K
$6.42M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
26.8K+ 33.75% |
$3.95M - $4.25M
|
106K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.8K+ 242.78% |
$3.79M - $4.08M
|
36.4K
$6.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25.5K+ 7.64% |
$3.76M - $4.04M
|
359K
$65.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 9.17% |
$3.74M - $4.03M
|
303K
$55.1M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.4K+ 46.45% |
$3.74M - $4.03M
|
80.2K
$14.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25.4KNew |
$3.73M - $4.01M
|
25.4K
$4.62M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9K+ 6.69% |
$3.67M - $3.95M
|
397K
$72.4M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
24.5K+ 15892.86% |
$3.6M - $3.88M
|
24.6K
$4.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.4K+ 2.51% |
$3.59M - $3.86M
|
994K
$181M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.2K+ 20.13% |
$3.56M - $3.83M
|
144K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.2K+ 9.11% |
$3.56M - $3.83M
|
289K
$52.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.1K+ 134.65% |
$3.55M - $3.82M
|
42K
$7.65M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
23.9K+ 256.12% |
$3.53M - $3.79M
|
33.3K
$6.06M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.9KNew |
$3.37M - $3.62M
|
22.9K
$4.17M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
21.9K+ 13.02% |
$3.23M - $3.47M
|
190K
$34.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.9KNew |
$3.22M - $3.47M
|
21.9K
$3.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
21.8K+ 4.25% |
$3.21M - $3.45M
|
535K
$97.4M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
21.7KNew |
$3.19M - $3.43M
|
21.7K
$3.95M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
21K+ 708.01% |
$3.1M - $3.33M
|
24K
$4.38M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 8.87% |
$3.07M - $3.3M
|
256K
$46.6M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7K+ 22.34% |
$3.05M - $3.28M
|
113K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.4K+ 4.13% |
$2.71M - $2.91M
|
463K
$84.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
17.2K+ 6.86% |
$2.54M - $2.73M
|
268K
$48.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
17K+ 106.25% |
$2.5M - $2.69M
|
33K
$6.01M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17KNew |
$2.5M - $2.69M
|
17K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
16.6K+ 205.85% |
$2.45M - $2.64M
|
24.7K
$4.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
16.5K+ 2.59% |
$2.43M - $2.61M
|
652K
$119M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16.2K+ 7.68% |
$2.38M - $2.56M
|
227K
$41.3M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 17.43% |
$2.37M - $2.55M
|
108K
$19.8M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16K+ 5.32% |
$2.36M - $2.54M
|
318K
$57.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.5K+ 146.45% |
$2.28M - $2.45M
|
26.1K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15KNew |
$2.2M - $2.37M
|
15K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 83.43% |
$2.1M - $2.25M
|
31.3K
$5.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
14.1KNew |
$2.07M - $2.23M
|
14.1K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 2.87% |
$2.06M - $2.22M
|
503K
$91.6M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.9K+ 3.45% |
$2.04M - $2.2M
|
416K
$75.8M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 5.02% |
$1.98M - $2.13M
|
281K
$51.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.3KNew |
$1.95M - $2.1M
|
13.3K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
13.1K+ 9.94% |
$1.93M - $2.07M
|
145K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
13.1KNew |
$1.93M - $2.07M
|
13.1K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 1.76% |
$1.92M - $2.07M
|
756K
$138M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 7.32% |
$1.82M - $1.95M
|
181K
$33M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 12.41% |
$1.75M - $1.88M
|
108K
$19.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 2.97% |
$1.74M - $1.87M
|
409K
$74.5M
|