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
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-975- 9.16% |
$144K - $154K
|
9.67K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-976- 7.82% |
$144K - $155K
|
11.5K
$2.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-990- 4.39% |
$146K - $157K
|
21.5K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-996- 9.7% |
$147K - $158K
|
9.27K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-998- 4.36% |
$147K - $158K
|
21.9K
$3.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.01K- 31.25% |
$148K - $159K
|
2.21K
$403K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.01K- 41.02% |
$148K - $159K
|
1.45K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.01K- 21.97% |
$148K - $160K
|
3.58K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.01K- 40.21% |
$149K - $160K
|
1.51K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.55% |
$152K - $163K
|
17.6K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.03K- 12.51% |
$152K - $163K
|
7.21K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 84.85% |
$155K - $167K
|
188
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.08K- 2.19% |
$158K - $170K
|
48K
$8.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.69% |
$159K - $171K
|
62.8K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.09K- 20.79% |
$161K - $173K
|
4.17K
$759K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.1K- 0.54% |
$162K - $174K
|
200K
$36.5M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.1K- 27.17% |
$162K - $174K
|
2.95K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.1K- 28.05% |
$162K - $174K
|
2.83K
$515K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.1K- 1.91% |
$162K - $174K
|
56.7K
$10.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.1K- 1.31% |
$163K - $175K
|
83.5K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.12K- 31.42% |
$165K - $177K
|
2.44K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.12K- 24.66% |
$165K - $177K
|
3.42K
$623K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 10.43% |
$165K - $178K
|
9.63K
$1.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.13K- 3.02% |
$166K - $178K
|
36.2K
$6.6M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.13K- 51.31% |
$167K - $179K
|
1.07K
$196K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 29.25% |
$170K - $183K
|
2.79K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.15K- 8.57% |
$170K - $183K
|
12.3K
$2.24M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.16K- 5.53% |
$170K - $183K
|
19.8K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.16K- 9.73% |
$171K - $184K
|
10.8K
$1.96M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.16K- 19.08% |
$171K - $184K
|
4.92K
$897K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.16K- 0.5% |
$171K - $184K
|
232K
$42.3M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.17K- 11.96% |
$173K - $186K
|
8.64K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 39.18% |
$173K - $186K
|
1.82K
$332K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.18K- 1.13% |
$173K - $186K
|
103K
$18.8M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 4.62% |
$176K - $189K
|
24.7K
$4.49M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.2K- 2.55% |
$177K - $190K
|
45.9K
$8.36M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.2K- 11.59% |
$177K - $190K
|
9.16K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 2.87% |
$179K - $193K
|
41.3K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.23K- 4.27% |
$181K - $195K
|
27.5K
$5.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.24K- 7.59% |
$182K - $196K
|
15.1K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.26K- 1.88% |
$186K - $200K
|
65.7K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 3.22% |
$193K - $208K
|
39.4K
$7.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.32K- 1.92% |
$194K - $209K
|
67.2K
$12.2M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 38.03% |
$195K - $209K
|
2.16K
$393K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.34K- 3.48% |
$197K - $212K
|
37.1K
$6.76M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.34K- 32.38% |
$197K - $212K
|
2.8K
$510K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.35K- 4.24% |
$198K - $213K
|
30.4K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.37K- 87.47% |
$201K - $217K
|
196
$35.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.39K- 52.39% |
$205K - $221K
|
1.27K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.42K- 20.44% |
$210K - $225K
|
5.54K
$1.01M
|