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
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-644- 14.03% |
$94.8K - $102K
|
3.95K
$719K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-662- 0.47% |
$97.5K - $105K
|
141K
$25.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-677- 3.58% |
$99.7K - $107K
|
18.2K
$3.32M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-683- 0.68% |
$101K - $108K
|
99.8K
$18.2M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-691- 12.27% |
$102K - $109K
|
4.94K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-695- 60.75% |
$102K - $110K
|
449
$81.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 0.8% |
$103K - $110K
|
86.4K
$15.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-701- 1.19% |
$103K - $111K
|
58.2K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-711- 0.7% |
$105K - $113K
|
101K
$18.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-714- 3.35% |
$105K - $113K
|
20.6K
$3.76M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-720- 3.44% |
$106K - $114K
|
20.2K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-722- 6.9% |
$106K - $114K
|
9.74K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-738- 2.38% |
$109K - $117K
|
30.2K
$5.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-756- 7.11% |
$111K - $120K
|
9.88K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-760- 21.07% |
$112K - $120K
|
2.85K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-769- 8.31% |
$113K - $122K
|
8.48K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-770- 3.75% |
$113K - $122K
|
19.7K
$3.6M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-778- 22.01% |
$115K - $123K
|
2.76K
$502K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-785- 19.33% |
$116K - $124K
|
3.28K
$597K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-787- 7.88% |
$116K - $125K
|
9.2K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-788- 11.39% |
$116K - $125K
|
6.13K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-788- 1.45% |
$116K - $125K
|
53.5K
$9.74M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-788- 22.73% |
$116K - $125K
|
2.68K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-789- 3.89% |
$116K - $125K
|
19.5K
$3.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-801- 15.38% |
$118K - $127K
|
4.41K
$803K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-815- 1.81% |
$120K - $129K
|
44.2K
$8.06M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-821- 5.39% |
$121K - $130K
|
14.4K
$2.63M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-822- 3.63% |
$121K - $130K
|
21.8K
$3.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-836- 18.85% |
$123K - $132K
|
3.6K
$656K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-836- 4.3% |
$123K - $132K
|
18.6K
$3.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-847- 0.34% |
$125K - $134K
|
247K
$45M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-864- 4.38% |
$127K - $137K
|
18.9K
$3.44M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-866- 27.3% |
$128K - $137K
|
2.31K
$420K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-878- 2.84% |
$129K - $139K
|
30.1K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-880- 4.15% |
$130K - $139K
|
20.3K
$3.7M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-887- 1.93% |
$131K - $140K
|
45.1K
$8.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-893- 4.5% |
$131K - $141K
|
19K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-900- 3.95% |
$133K - $142K
|
21.9K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-900- 2.53% |
$133K - $142K
|
34.7K
$6.32M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-902- 25.81% |
$133K - $143K
|
2.59K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-910- 9.92% |
$134K - $144K
|
8.26K
$1.51M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-911- 6.34% |
$134K - $144K
|
13.5K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-933- 5.24% |
$137K - $148K
|
16.9K
$3.07M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-936- 7.1% |
$138K - $148K
|
12.3K
$2.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-940- 0.81% |
$138K - $149K
|
115K
$20.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-942- 8.57% |
$139K - $149K
|
10.1K
$1.83M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-944- 0.4% |
$139K - $149K
|
233K
$42.4M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-957- 4.68% |
$141K - $152K
|
19.5K
$3.55M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-959- 9.61% |
$141K - $152K
|
9.03K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-975- 5.8% |
$144K - $154K
|
15.8K
$2.89M
|