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 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130- 3.46% |
$19.1K - $20.6K
|
3.63K
$660K
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-132- 4.21% |
$19.4K - $20.9K
|
3K
$546K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-133- 3.57% |
$19.6K - $21.1K
|
3.59K
$654K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-135- 1.14% |
$19.9K - $21.4K
|
11.7K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 0.4% |
$19.9K - $21.4K
|
33.6K
$6.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-136- 1.86% |
$20K - $21.5K
|
7.18K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-136- 2.36% |
$20K - $21.5K
|
5.63K
$1.02M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-137- 2.29% |
$20.2K - $21.7K
|
5.86K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-141- 1.99% |
$20.8K - $22.3K
|
6.95K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-143- 7.24% |
$21.1K - $22.6K
|
1.83K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-144- 7.27% |
$21.2K - $22.8K
|
1.84K
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-145- 1.0% |
$21.3K - $23K
|
14.3K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 0.94% |
$21.3K - $23K
|
15.3K
$2.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-146- 1.27% |
$21.5K - $23.1K
|
11.4K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-146- 3.73% |
$21.5K - $23.1K
|
3.77K
$686K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-146- 3.62% |
$21.5K - $23.1K
|
3.89K
$708K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-148- 0.89% |
$21.8K - $23.4K
|
16.5K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-148- 7.81% |
$21.8K - $23.4K
|
1.75K
$318K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-149- 2.15% |
$21.9K - $23.6K
|
6.79K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-150- 5.42% |
$22.1K - $23.7K
|
2.62K
$477K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-150- 2.04% |
$22.1K - $23.7K
|
7.2K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-150- 8.76% |
$22.1K - $23.7K
|
1.56K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-152- 0.19% |
$22.4K - $24.1K
|
81.1K
$14.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-154- 2.52% |
$22.7K - $24.4K
|
5.95K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-156- 40.94% |
$23K - $24.7K
|
225
$41K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-161- 7.18% |
$23.7K - $25.5K
|
2.08K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-164- 1.15% |
$24.1K - $26K
|
14K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-164- 4.22% |
$24.1K - $26K
|
3.72K
$678K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-172- 0.65% |
$25.3K - $27.2K
|
26.3K
$4.79M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-178- 7.17% |
$26.2K - $28.2K
|
2.3K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-180- 1.83% |
$26.5K - $28.5K
|
9.63K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-180- 8.9% |
$26.5K - $28.5K
|
1.84K
$336K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-180- 1.67% |
$26.5K - $28.5K
|
10.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-180- 1.66% |
$26.5K - $28.5K
|
10.6K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-182- 0.61% |
$26.8K - $28.8K
|
29.6K
$5.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-184- 3.45% |
$27.1K - $29.1K
|
5.16K
$939K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-185- 2.51% |
$27.2K - $29.3K
|
7.19K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-187- 2.97% |
$27.5K - $29.6K
|
6.1K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-189- 2.46% |
$27.8K - $29.9K
|
7.48K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-190- 4.97% |
$28K - $30.1K
|
3.64K
$662K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-193- 6.72% |
$28.4K - $30.6K
|
2.68K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-196- 6.07% |
$28.9K - $31K
|
3.03K
$552K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-197- 3.37% |
$29K - $31.2K
|
5.65K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-198- 7.47% |
$29.2K - $31.3K
|
2.45K
$446K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-198- 0.43% |
$29.2K - $31.3K
|
46.4K
$8.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-200- 12.81% |
$29.4K - $31.7K
|
1.36K
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-200- 1.26% |
$29.4K - $31.7K
|
15.6K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-205- 1.28% |
$30.2K - $32.5K
|
15.8K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-207- 4.38% |
$30.5K - $32.8K
|
4.52K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-207- 2.79% |
$30.5K - $32.8K
|
7.21K
$1.31M
|