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 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.42K- 1.75% |
$356K - $383K
|
136K
$24.7M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.43K- 4.02% |
$357K - $384K
|
58K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.48K- 22.21% |
$365K - $392K
|
8.67K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.49K- 29.72% |
$367K - $395K
|
5.89K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 21.52% |
$367K - $395K
|
9.1K
$1.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.56K- 8.13% |
$378K - $406K
|
29K
$5.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.57K- 4.51% |
$379K - $408K
|
54.5K
$9.93M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.59K- 20.34% |
$382K - $411K
|
10.2K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.64K- 5.07% |
$389K - $418K
|
49.4K
$9.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.66K- 1.7% |
$392K - $421K
|
154K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.66K- 3.54% |
$392K - $422K
|
72.6K
$13.2M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.68K- 6.91% |
$394K - $424K
|
36.1K
$6.57M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-2.69K- 1.66% |
$396K - $426K
|
160K
$29.1M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-2.69K- 25.59% |
$397K - $426K
|
7.83K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.76K- 2.82% |
$406K - $437K
|
95K
$17.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.77K- 12.45% |
$408K - $438K
|
19.5K
$3.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 7.46% |
$419K - $450K
|
35.3K
$6.43M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.85K- 51.74% |
$419K - $451K
|
2.66K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.86K- 4.95% |
$420K - $452K
|
54.8K
$9.99M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.9K- 12.08% |
$427K - $460K
|
21.1K
$3.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.91K- 26.44% |
$428K - $460K
|
8.08K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.94K- 4.03% |
$433K - $466K
|
70K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.96K- 2.5% |
$436K - $469K
|
116K
$21M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.97K- 3.19% |
$437K - $470K
|
89.9K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.02K- 5.26% |
$445K - $479K
|
54.4K
$9.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.04K- 1.7% |
$448K - $482K
|
176K
$32M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.09K- 10.52% |
$455K - $489K
|
26.3K
$4.79M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 1.25% |
$459K - $494K
|
247K
$45M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.14K- 31.53% |
$462K - $496K
|
6.81K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.2K- 9.47% |
$471K - $507K
|
30.6K
$5.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 24.82% |
$472K - $507K
|
9.71K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.21K- 84.28% |
$473K - $509K
|
599
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.22K- 38.42% |
$474K - $510K
|
5.16K
$939K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.24K- 14.56% |
$477K - $513K
|
19K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.26K- 26.57% |
$480K - $516K
|
9.01K
$1.64M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-3.3K- 47.22% |
$486K - $522K
|
3.69K
$672K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.37K- 17.37% |
$497K - $534K
|
16K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.4K- 2.49% |
$501K - $539K
|
133K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.41K- 71.36% |
$502K - $540K
|
1.37K
$249K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.45K- 4.38% |
$508K - $547K
|
75.4K
$13.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.51K- 1.94% |
$516K - $555K
|
177K
$32.2M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.56K- 10.22% |
$525K - $564K
|
31.3K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.73K- 4.37% |
$549K - $590K
|
81.6K
$14.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.73K- 2.32% |
$550K - $591K
|
157K
$28.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 1.25% |
$551K - $593K
|
296K
$53.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.75K- 14.69% |
$553K - $594K
|
21.8K
$3.97M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.76K- 1.59% |
$554K - $596K
|
234K
$42.6M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.78K- 77.19% |
$557K - $599K
|
1.12K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.78K- 5.37% |
$557K - $599K
|
66.7K
$12.1M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3.81K- 47.14% |
$561K - $603K
|
4.27K
$779K
|