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 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.83K- 35.84% |
$564K - $606K
|
6.86K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.83K- 2.2% |
$564K - $606K
|
170K
$31M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.85K- 57.6% |
$566K - $609K
|
2.83K
$516K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.87K- 0.57% |
$569K - $612K
|
678K
$123M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.88K- 40.66% |
$571K - $614K
|
5.66K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-3.97K- 7.7% |
$584K - $628K
|
47.5K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-4.04K- 3.39% |
$594K - $639K
|
115K
$20.9M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.13K- 24.67% |
$608K - $653K
|
12.6K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.13K- 13.02% |
$608K - $654K
|
27.6K
$5.03M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.16K- 33.39% |
$612K - $658K
|
8.29K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.16K- 3.15% |
$612K - $658K
|
128K
$23.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.22K- 4.71% |
$622K - $668K
|
85.4K
$15.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.22K- 3.12% |
$622K - $669K
|
131K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4.35K- 37.91% |
$640K - $688K
|
7.12K
$1.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.36K- 6.86% |
$642K - $690K
|
59.1K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.5K- 15.92% |
$662K - $712K
|
23.8K
$4.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.53K- 10.6% |
$667K - $717K
|
38.2K
$6.96M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.53K- 3.69% |
$667K - $717K
|
118K
$21.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.55K- 49.84% |
$670K - $721K
|
4.58K
$835K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.57K- 17.81% |
$672K - $723K
|
21.1K
$3.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-4.68K- 1.3% |
$689K - $741K
|
355K
$64.6M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.69K- 27.7% |
$691K - $743K
|
12.2K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.74K- 84.1% |
$697K - $750K
|
895
$163K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.87K- 6.27% |
$718K - $772K
|
72.9K
$13.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.88K- 7.53% |
$718K - $772K
|
59.9K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.89K- 7.2% |
$721K - $775K
|
63.1K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.9K- 2.16% |
$722K - $776K
|
222K
$40.4M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.91K- 3.72% |
$723K - $778K
|
127K
$23.2M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5K- 23.78% |
$736K - $792K
|
16K
$2.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.14K- 61.99% |
$756K - $813K
|
3.15K
$574K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.25K- 8.21% |
$773K - $831K
|
58.7K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.61K- 74.05% |
$825K - $887K
|
1.96K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.63K- 22.13% |
$829K - $892K
|
19.8K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.64K- 3.03% |
$831K - $894K
|
180K
$32.9M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.86K- 58.58% |
$863K - $928K
|
4.14K
$755K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.91K- 10.88% |
$870K - $936K
|
48.4K
$8.82M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.11K- 27.77% |
$899K - $967K
|
15.9K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.16K- 2.48% |
$907K - $976K
|
243K
$44.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-6.28K- 5.47% |
$924K - $994K
|
108K
$19.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.35K- 28.28% |
$935K - $1.01M
|
16.1K
$2.93M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.61K- 9.86% |
$974K - $1.05M
|
60.4K
$11M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-6.64K- 31.04% |
$978K - $1.05M
|
14.8K
$2.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.76K- 73.98% |
$996K - $1.07M
|
2.38K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.07K- 37.14% |
$1.04M - $1.12M
|
12K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-7.41K- 29.14% |
$1.09M - $1.17M
|
18K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7.58K- 35.13% |
$1.12M - $1.2M
|
14K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.8K- 55.37% |
$1.15M - $1.24M
|
6.29K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.92K- 26.76% |
$1.17M - $1.25M
|
21.7K
$3.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.94K- 19.65% |
$1.17M - $1.26M
|
32.5K
$5.91M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.09K- 14.08% |
$1.19M - $1.28M
|
49.4K
$9M
|