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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.44K- 3.23% |
$212K - $228K
|
43.2K
$7.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 3.27% |
$222K - $239K
|
44.6K
$8.13M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.52K- 9.99% |
$223K - $240K
|
13.7K
$2.49M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.52K- 4.08% |
$224K - $241K
|
35.7K
$6.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.52K- 2.86% |
$224K - $241K
|
51.6K
$9.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 3.34% |
$232K - $250K
|
45.7K
$8.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.58K- 4.32% |
$232K - $250K
|
34.9K
$6.36M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.58KClosed |
$233K - $250K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.6K- 4.53% |
$235K - $253K
|
33.7K
$6.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.61K- 2.24% |
$237K - $254K
|
70K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.61K- 42.33% |
$237K - $255K
|
2.19K
$399K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63K- 8.29% |
$240K - $258K
|
18K
$3.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.63K- 21.21% |
$240K - $258K
|
6.06K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 2.89% |
$244K - $262K
|
55.6K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.69K- 6.84% |
$249K - $267K
|
23K
$4.18M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.69K- 28.52% |
$249K - $268K
|
4.24K
$773K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.69K- 8.85% |
$249K - $268K
|
17.4K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.7K- 3.69% |
$250K - $269K
|
44.4K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.73K- 16.53% |
$255K - $274K
|
8.73K
$1.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.74K- 0.83% |
$257K - $276K
|
208K
$37.8M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 4.24% |
$258K - $277K
|
39.5K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.76K- 14.7% |
$259K - $279K
|
10.2K
$1.86M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.8K- 18.44% |
$264K - $284K
|
7.94K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.8K- 1.68% |
$264K - $284K
|
105K
$19.1M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.8K- 13.67% |
$265K - $285K
|
11.4K
$2.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.81K- 3.85% |
$267K - $287K
|
45.2K
$8.23M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.82K- 8.11% |
$268K - $288K
|
20.6K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 30.92% |
$270K - $291K
|
4.1K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.86K- 0.87% |
$273K - $294K
|
212K
$38.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.86K- 2.79% |
$274K - $294K
|
64.9K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.87K- 19.57% |
$276K - $297K
|
7.7K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.93K- 2.41% |
$285K - $306K
|
78.3K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.95K- 4.95% |
$287K - $308K
|
37.4K
$6.81M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.96K- 21.94% |
$288K - $310K
|
6.97K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.03K- 0.89% |
$298K - $321K
|
224K
$40.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.04K- 6.26% |
$300K - $323K
|
30.5K
$5.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.06K- 3.33% |
$304K - $327K
|
59.8K
$10.9M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.12K- 4.14% |
$312K - $336K
|
49K
$8.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.16K- 12.59% |
$318K - $342K
|
15K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.17K- 44.59% |
$320K - $344K
|
2.7K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.19K- 41.7% |
$323K - $347K
|
3.06K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.21K- 5.93% |
$325K - $350K
|
35K
$6.38M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26K- 0.93% |
$332K - $357K
|
240K
$43.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.27K- 15.71% |
$334K - $359K
|
12.2K
$2.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.31K- 1.9% |
$340K - $365K
|
119K
$21.7M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.33K- 80.01% |
$344K - $369K
|
583
$106K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.35K- 8.74% |
$346K - $372K
|
24.5K
$4.47M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.39K- 32.01% |
$352K - $378K
|
5.08K
$925K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 14.55% |
$353K - $380K
|
14.1K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.4K- 34.89% |
$354K - $380K
|
4.49K
$817K
|