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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.6K+ 154.16% |
$1.71M - $1.84M
|
19.2K
$3.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.3KNew |
$1.66M - $1.78M
|
11.3K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 4.28% |
$1.57M - $1.69M
|
260K
$47.4M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$1.55M - $1.67M
|
10.5K
$1.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.5K+ 2.22% |
$1.55M - $1.66M
|
484K
$88.1M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.5K+ 302.37% |
$1.54M - $1.66M
|
14K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.5KNew |
$1.54M - $1.66M
|
10.5K
$1.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 29.11% |
$1.54M - $1.65M
|
46.3K
$8.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
10.3K+ 6.95% |
$1.52M - $1.63M
|
159K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9.81K+ 189.76% |
$1.44M - $1.55M
|
15K
$2.73M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9.73K+ 64.61% |
$1.43M - $1.54M
|
24.8K
$4.52M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.22K+ 1.29% |
$1.36M - $1.46M
|
723K
$132M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.1K+ 3.66% |
$1.34M - $1.44M
|
257K
$46.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.99KNew |
$1.32M - $1.42M
|
8.99K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
8.97K+ 0.29% |
$1.32M - $1.42M
|
3.11M
$566M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.74K+ 3718.72% |
$1.29M - $1.38M
|
8.97K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
8.59K+ 4.02% |
$1.26M - $1.36M
|
222K
$40.5M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.4K+ 10.2% |
$1.24M - $1.33M
|
90.7K
$16.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.25KNew |
$1.21M - $1.31M
|
8.25K
$1.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.2K+ 6.71% |
$1.21M - $1.3M
|
130K
$23.8M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.11K+ 64.34% |
$1.19M - $1.28M
|
20.7K
$3.77M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.04K+ 10.06% |
$1.18M - $1.27M
|
88K
$16M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.94KNew |
$1.17M - $1.26M
|
7.94K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.91KNew |
$1.17M - $1.25M
|
7.91K
$1.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.57K+ 12.84% |
$1.11M - $1.2M
|
66.5K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.56K+ 6.3% |
$1.11M - $1.2M
|
127K
$23.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.53K+ 39.17% |
$1.11M - $1.19M
|
26.7K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.51K+ 2.04% |
$1.11M - $1.19M
|
376K
$68.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.5K+ 29.39% |
$1.1M - $1.19M
|
33K
$6.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7.44K+ 10.05% |
$1.1M - $1.18M
|
81.5K
$14.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.43K+ 15.11% |
$1.09M - $1.18M
|
56.6K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.4KNew |
$1.09M - $1.17M
|
7.4K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.23K+ 16.54% |
$1.07M - $1.15M
|
51K
$9.29M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.14KNew |
$1.05M - $1.13M
|
7.14K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
7.06K+ 16.85% |
$1.04M - $1.12M
|
48.9K
$8.91M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.92K+ 73.17% |
$1.02M - $1.1M
|
16.4K
$2.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$1.01M - $1.08M
|
6.84K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.84K+ 3.02% |
$1.01M - $1.08M
|
233K
$42.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.83K+ 0.43% |
$1M - $1.08M
|
1.59M
$289M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.72KNew |
$989K - $1.06M
|
6.72K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.67KNew |
$983K - $1.06M
|
6.67K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.52KNew |
$961K - $1.03M
|
6.52K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.5K+ 38.07% |
$957K - $1.03M
|
23.6K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.38K+ 3.37% |
$939K - $1.01M
|
196K
$35.7M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.34K+ 116.97% |
$933K - $1M
|
11.8K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.31K+ 5.32% |
$928K - $998K
|
125K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.3KNew |
$928K - $997K
|
6.3K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.16K+ 38.26% |
$908K - $976K
|
22.3K
$4.06M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.96KNew |
$877K - $943K
|
5.96K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.9KNew |
$868K - $934K
|
5.9K
$1.07M
|