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 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-8.25K- 5.06% |
$1.22M - $1.31M
|
155K
$28.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.28K- 12.4% |
$1.22M - $1.31M
|
58.4K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-8.43K- 16.22% |
$1.24M - $1.33M
|
43.5K
$7.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-8.44K- 10.77% |
$1.24M - $1.34M
|
69.9K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.5K- 86.65% |
$1.25M - $1.35M
|
1.31K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.68K- 21.95% |
$1.28M - $1.37M
|
30.8K
$5.62M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.82K- 99.8% |
$1.3M - $1.4M
|
18
$3.28K
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-8.84K- 11.73% |
$1.3M - $1.4M
|
66.5K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-8.92K- 10.59% |
$1.31M - $1.41M
|
75.3K
$13.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.94K- 34.44% |
$1.32M - $1.41M
|
17K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-8.95K- 1.88% |
$1.32M - $1.42M
|
467K
$85M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.98K- 3.69% |
$1.32M - $1.42M
|
234K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.05K- 27.82% |
$1.33M - $1.43M
|
23.5K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.25K- 21.72% |
$1.36M - $1.47M
|
33.4K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.83K- 3.76% |
$1.45M - $1.56M
|
252K
$45.8M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.2K- 1.67% |
$1.5M - $1.61M
|
599K
$109M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-10.6K- 94.59% |
$1.56M - $1.68M
|
607
$111K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-11K- 31.71% |
$1.62M - $1.74M
|
23.6K
$4.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.1K- 1.79% |
$1.64M - $1.76M
|
611K
$111M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.1K- 1.79% |
$1.64M - $1.76M
|
611K
$111M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.1K- 12.22% |
$1.64M - $1.76M
|
80K
$14.6M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.2K- 13.54% |
$1.65M - $1.77M
|
71.4K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.3K- 51.9% |
$1.67M - $1.8M
|
10.5K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-11.4K- 79.12% |
$1.67M - $1.8M
|
3K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-11.9K- 6.21% |
$1.75M - $1.88M
|
180K
$32.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 3.0% |
$1.81M - $1.95M
|
397K
$72.4M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 60.81% |
$1.83M - $1.96M
|
7.99K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-13.3K- 36.09% |
$1.96M - $2.11M
|
23.6K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.8K- 91.0% |
$2.04M - $2.19M
|
1.37K
$250K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14K- 18.12% |
$2.06M - $2.22M
|
63.3K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 26.63% |
$2.06M - $2.22M
|
38.6K
$7.03M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14.1K- 7.78% |
$2.08M - $2.23M
|
167K
$30.5M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.2K- 2.12% |
$2.1M - $2.25M
|
656K
$119M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.2K- 64.19% |
$2.1M - $2.26M
|
7.95K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.3K- 85.56% |
$2.1M - $2.26M
|
2.41K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-16.1K- 70.92% |
$2.37M - $2.55M
|
6.6K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.1K- 7.67% |
$2.38M - $2.55M
|
194K
$35.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.5K- 18.76% |
$2.42M - $2.61M
|
71.3K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.7K- 28.82% |
$2.46M - $2.64M
|
41.3K
$7.51M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-17K- 9.46% |
$2.51M - $2.69M
|
163K
$29.7M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.1K- 4.05% |
$2.51M - $2.7M
|
405K
$73.8M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-17.3K- 2.93% |
$2.55M - $2.75M
|
576K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18.1K- 9.95% |
$2.66M - $2.86M
|
163K
$29.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 90.86% |
$2.68M - $2.88M
|
1.83K
$333K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-18.8K- 11.95% |
$2.76M - $2.97M
|
138K
$25.2M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-20K- 11.56% |
$2.94M - $3.17M
|
153K
$27.9M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.3K- 33.05% |
$2.99M - $3.22M
|
41.2K
$7.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-21K- 29.15% |
$3.09M - $3.33M
|
51.1K
$9.3M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-21.2K- 29.83% |
$3.12M - $3.35M
|
49.8K
$9.07M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-21.2K- 29.83% |
$3.12M - $3.35M
|
49.8K
$9.07M
|