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 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-301- 4.81% |
$44.3K - $47.7K
|
5.96K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-304- 0.6% |
$44.8K - $48.1K
|
50.1K
$9.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-304- 5.52% |
$44.8K - $48.1K
|
5.21K
$949K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-306- 0.62% |
$45.1K - $48.4K
|
49K
$8.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-310- 0.46% |
$45.6K - $49.1K
|
66.4K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-312- 1.89% |
$45.9K - $49.4K
|
16.2K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-316- 3.69% |
$46.5K - $50K
|
8.26K
$1.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-317- 0.89% |
$46.7K - $50.2K
|
35.3K
$6.43M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-317- 5.93% |
$46.7K - $50.2K
|
5.03K
$916K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-318- 1.95% |
$46.8K - $50.3K
|
16K
$2.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-321- 17.97% |
$47.3K - $50.8K
|
1.47K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-322- 1.14% |
$47.4K - $51K
|
28K
$5.1M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-323- 1.07% |
$47.6K - $51.1K
|
29.9K
$5.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-325- 7.42% |
$47.9K - $51.5K
|
4.05K
$738K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-330- 4.83% |
$48.6K - $52.2K
|
6.51K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 18.26% |
$48.6K - $52.2K
|
1.48K
$269K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-331- 1.11% |
$48.7K - $52.4K
|
29.4K
$5.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-334- 2.07% |
$49.2K - $52.9K
|
15.8K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-339- 9.72% |
$49.9K - $53.7K
|
3.15K
$573K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-342- 1.49% |
$50.4K - $54.1K
|
22.5K
$4.11M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-345- 1.01% |
$50.8K - $54.6K
|
34K
$6.18M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-345- 0.71% |
$50.8K - $54.6K
|
48.2K
$8.78M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-346- 3.62% |
$50.9K - $54.8K
|
9.22K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-349- 20.03% |
$51.4K - $55.3K
|
1.39K
$254K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 2.41% |
$51.5K - $55.4K
|
14.2K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-359- 0.86% |
$52.9K - $56.8K
|
41.4K
$7.53M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-362- 3.12% |
$53.3K - $57.3K
|
11.2K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-364- 0.43% |
$53.6K - $57.6K
|
84.5K
$15.4M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-364- 1.15% |
$53.6K - $57.6K
|
31.2K
$5.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-375- 4.98% |
$55.2K - $59.4K
|
7.16K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-379- 22.22% |
$55.8K - $60K
|
1.33K
$242K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-380- 10.14% |
$56K - $60.2K
|
3.37K
$613K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-380- 8.93% |
$56K - $60.2K
|
3.88K
$706K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-380- 6.15% |
$56K - $60.2K
|
5.8K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-382- 1.48% |
$56.2K - $60.5K
|
25.5K
$4.64M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-382- 7.94% |
$56.2K - $60.5K
|
4.43K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-382- 2.54% |
$56.2K - $60.5K
|
14.7K
$2.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-387- 3.72% |
$57K - $61.3K
|
10K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-391- 2.44% |
$57.6K - $61.9K
|
15.6K
$2.85M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-394- 0.47% |
$58K - $62.4K
|
83.2K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-396- 12.81% |
$58.3K - $62.7K
|
2.7K
$491K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-399- 0.45% |
$58.7K - $63.2K
|
87.3K
$15.9M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-399- 4.06% |
$58.7K - $63.2K
|
9.43K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 8.0% |
$58.9K - $63.3K
|
4.6K
$838K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-404- 1.38% |
$59.5K - $64K
|
28.9K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-409- 3.19% |
$60.2K - $64.8K
|
12.4K
$2.26M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-410- 23.5% |
$60.4K - $64.9K
|
1.34K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-413- 1.64% |
$60.8K - $65.4K
|
24.8K
$4.51M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-413- 20.04% |
$60.8K - $65.4K
|
1.65K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-422- 10.06% |
$62.1K - $66.8K
|
3.77K
$687K
|