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
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-210- 5.43% |
$30.9K - $33.2K
|
3.66K
$666K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-212- 7.79% |
$31.2K - $33.6K
|
2.51K
$457K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-212- 1.18% |
$31.2K - $33.6K
|
17.8K
$3.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-212- 4.35% |
$31.2K - $33.6K
|
4.66K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-215- 52.18% |
$31.7K - $34K
|
197
$35.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-217- 17.92% |
$32K - $34.4K
|
994
$181K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-217- 3.35% |
$32K - $34.4K
|
6.26K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-217- 8.54% |
$32K - $34.4K
|
2.32K
$423K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-220- 1.08% |
$32.4K - $34.8K
|
20.2K
$3.67M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-225- 10.3% |
$33.1K - $35.6K
|
1.96K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-225- 11.95% |
$33.1K - $35.6K
|
1.66K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-230- 4.01% |
$33.9K - $36.4K
|
5.51K
$1M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-231- 0.59% |
$34K - $36.6K
|
39K
$7.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-233- 2.54% |
$34.3K - $36.9K
|
8.95K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-236- 0.98% |
$34.7K - $37.4K
|
23.8K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-240- 14.23% |
$35.3K - $38K
|
1.45K
$263K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-242- 2.25% |
$35.6K - $38.3K
|
10.5K
$1.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-245- 9.18% |
$36.1K - $38.8K
|
2.42K
$441K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-246- 8.06% |
$36.2K - $38.9K
|
2.81K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-249- 0.29% |
$36.7K - $39.4K
|
84.3K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-250- 9.48% |
$36.8K - $39.6K
|
2.39K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256- 0.16% |
$37.7K - $40.5K
|
157K
$28.6M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-257- 27.17% |
$37.8K - $40.7K
|
689
$126K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-260- 3.54% |
$38.3K - $41.2K
|
7.09K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-261- 0.7% |
$38.4K - $41.3K
|
37.3K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-264- 1.18% |
$38.9K - $41.8K
|
22.1K
$4.02M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-267- 1.26% |
$39.3K - $42.3K
|
21K
$3.82M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-267- 4.03% |
$39.3K - $42.3K
|
6.37K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-269- 2.95% |
$39.6K - $42.6K
|
8.86K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-270- 0.85% |
$39.8K - $42.7K
|
31.7K
$5.77M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-270- 0.27% |
$39.8K - $42.7K
|
101K
$18.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-271- 2.2% |
$39.9K - $42.9K
|
12K
$2.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-271- 1.22% |
$39.9K - $42.9K
|
21.9K
$3.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-273- 11.04% |
$40.2K - $43.2K
|
2.2K
$401K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-275- 7.69% |
$40.5K - $43.5K
|
3.3K
$601K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-277- 5.34% |
$40.8K - $43.9K
|
4.91K
$895K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-279- 5.24% |
$41.1K - $44.2K
|
5.04K
$919K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-281- 8.15% |
$41.4K - $44.5K
|
3.17K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-282- 1.38% |
$41.5K - $44.6K
|
20.1K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-285- 2.74% |
$42K - $45.1K
|
10.1K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-287- 3.04% |
$42.3K - $45.4K
|
9.15K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-288- 3.54% |
$42.4K - $45.6K
|
7.86K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-291- 3.23% |
$42.8K - $46.1K
|
8.73K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-291- 2.18% |
$42.8K - $46.1K
|
13K
$2.38M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-292- 9.92% |
$43K - $46.2K
|
2.65K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-298- 40.22% |
$43.9K - $47.2K
|
443
$80.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-298- 0.73% |
$43.9K - $47.2K
|
40.8K
$7.42M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-298- 2.48% |
$43.9K - $47.2K
|
11.7K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-298- 1.66% |
$43.9K - $47.2K
|
17.6K
$3.21M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-300- 2.31% |
$44.2K - $47.5K
|
12.7K
$2.31M
|