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
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-423- 1.12% |
$62.3K - $67K
|
37.3K
$6.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-434- 14.44% |
$63.9K - $68.7K
|
2.57K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-437- 24.87% |
$64.3K - $69.2K
|
1.32K
$240K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-442- 7.71% |
$65.1K - $70K
|
5.29K
$964K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-446- 0.99% |
$65.7K - $70.6K
|
44.7K
$8.13M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-446- 5.66% |
$65.7K - $70.6K
|
7.44K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-454- 4.57% |
$66.8K - $71.9K
|
9.48K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-455- 1.19% |
$67K - $72K
|
37.7K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-457- 9.47% |
$67.3K - $72.4K
|
4.37K
$796K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-462- 0.99% |
$68K - $73.1K
|
46.1K
$8.39M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-463- 20.26% |
$68.2K - $73.3K
|
1.82K
$332K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-464- 2.73% |
$68.3K - $73.5K
|
16.6K
$3.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-471- 22.5% |
$69.4K - $74.6K
|
1.62K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-472- 5.01% |
$69.5K - $74.7K
|
8.95K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-487- 0.34% |
$71.7K - $77.1K
|
142K
$25.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-490- 7.7% |
$72.1K - $77.6K
|
5.88K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-495- 48.01% |
$72.9K - $78.4K
|
536
$97.6K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-500- 4.27% |
$73.6K - $79.2K
|
11.2K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-503- 13.01% |
$74.1K - $79.6K
|
3.36K
$612K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-515- 13.72% |
$75.8K - $81.5K
|
3.24K
$590K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-524- 1.41% |
$77.2K - $83K
|
36.7K
$6.69M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-528- 9.53% |
$77.7K - $83.6K
|
5.01K
$913K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-529- 1.13% |
$77.9K - $83.8K
|
46.2K
$8.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-530- 0.96% |
$78K - $83.9K
|
54.8K
$9.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-542- 4.42% |
$79.8K - $85.8K
|
11.7K
$2.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-545- 0.55% |
$80.2K - $86.3K
|
99K
$18M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-546- 4.16% |
$80.4K - $86.4K
|
12.6K
$2.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-551- 1.09% |
$81.1K - $87.2K
|
50K
$9.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-554- 5.16% |
$81.6K - $87.7K
|
10.2K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-554- 3.03% |
$81.6K - $87.7K
|
17.7K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-561- 3.26% |
$82.6K - $88.8K
|
16.6K
$3.03M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-566- 7.53% |
$83.3K - $89.6K
|
6.95K
$1.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-568- 4.03% |
$83.6K - $89.9K
|
13.5K
$2.46M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-570- 20.88% |
$83.9K - $90.2K
|
2.16K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-580- 4.57% |
$85.4K - $91.8K
|
12.1K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-584- 0.75% |
$86K - $92.5K
|
77.6K
$14.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-587- 29.32% |
$86.4K - $92.9K
|
1.42K
$258K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-592- 5.94% |
$87.2K - $93.7K
|
9.38K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-592- 7.55% |
$87.2K - $93.7K
|
7.25K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-595- 2.65% |
$87.6K - $94.2K
|
21.8K
$3.98M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-595- 10.87% |
$87.6K - $94.2K
|
4.88K
$888K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-600- 31.36% |
$88.3K - $95K
|
1.31K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-604- 83.77% |
$88.9K - $95.6K
|
117
$21.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-609- 2.29% |
$89.7K - $96.4K
|
26K
$4.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-610- 8.91% |
$89.8K - $96.6K
|
6.23K
$1.14M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-615- 11.38% |
$90.6K - $97.4K
|
4.79K
$872K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-615- 16.33% |
$90.6K - $97.4K
|
3.15K
$574K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-616- 15.26% |
$90.7K - $97.5K
|
3.42K
$623K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-628- 9.49% |
$92.5K - $99.4K
|
5.99K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-638- 4.35% |
$93.9K - $101K
|
14K
$2.56M
|