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 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.5K- 1.26% |
$3.17M - $3.41M
|
1.69M
$308M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-21.8K- 10.87% |
$3.21M - $3.45M
|
179K
$32.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22.7K- 14.43% |
$3.34M - $3.59M
|
135K
$24.5M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-23.9K- 32.31% |
$3.52M - $3.79M
|
50.1K
$9.13M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-24.5K- 85.23% |
$3.6M - $3.87M
|
4.24K
$772K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.6K- 13.01% |
$3.63M - $3.9M
|
165K
$30M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.8K- 99.38% |
$3.64M - $3.92M
|
154
$28.1K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-24.8K- 62.26% |
$3.66M - $3.93M
|
15.1K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-26K- 35.65% |
$3.83M - $4.12M
|
47K
$8.55M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26K- 6.03% |
$3.83M - $4.12M
|
406K
$73.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.7K- 7.14% |
$3.94M - $4.23M
|
348K
$63.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-27.8K- 2.82% |
$4.09M - $4.4M
|
956K
$174M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.3K- 2.1% |
$4.17M - $4.48M
|
1.32M
$240M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-29K- 76.07% |
$4.26M - $4.59M
|
9.11K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29.8K- 12.35% |
$4.38M - $4.71M
|
211K
$38.5M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30.6K- 16.66% |
$4.5M - $4.84M
|
153K
$27.9M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-33.4K- 12.57% |
$4.92M - $5.29M
|
232K
$42.3M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-34.3K- 7.26% |
$5.05M - $5.43M
|
438K
$79.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-37.7K- 22.85% |
$5.55M - $5.97M
|
127K
$23.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.2K- 39.43% |
$6.07M - $6.52M
|
63.3K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-41.9K- 7.16% |
$6.17M - $6.63M
|
543K
$98.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.3K- 0.4% |
$6.52M - $7.01M
|
11M
$2B
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44.7K- 20.77% |
$6.58M - $7.08M
|
171K
$31.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-46.4K- 35.19% |
$6.83M - $7.34M
|
85.4K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.3K- 1.28% |
$6.96M - $7.48M
|
3.64M
$664M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-48.3K- 99.9% |
$7.11M - $7.65M
|
50
$9.11K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-59.9K- 47.18% |
$8.82M - $9.49M
|
67.1K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60.3K- 5.18% |
$8.88M - $9.55M
|
1.11M
$201M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.8K- 16.78% |
$8.95M - $9.63M
|
302K
$54.9M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-61.9K- 19.15% |
$9.11M - $9.79M
|
261K
$47.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.3K- 13.32% |
$9.17M - $9.86M
|
406K
$73.9M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-64.2K- 17.62% |
$9.45M - $10.2M
|
300K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-64.4K- 34.98% |
$9.48M - $10.2M
|
120K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66.3K- 14.2% |
$9.77M - $10.5M
|
401K
$73M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-67.1K- 67.01% |
$9.88M - $10.6M
|
33K
$6.02M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-68.9K- 38.71% |
$10.1M - $10.9M
|
109K
$19.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-88.8K- 8.31% |
$13.1M - $14.1M
|
980K
$179M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-94.5K- 83.76% |
$13.9M - $15M
|
18.3K
$3.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-102K- 4.25% |
$14.9M - $16.1M
|
2.28M
$416M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104K- 36.91% |
$15.3M - $16.4M
|
177K
$32.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-104K- 5.05% |
$15.3M - $16.5M
|
1.96M
$357M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-107K- 97.8% |
$15.8M - $17M
|
2.41K
$439K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-109K- 81.24% |
$16M - $17.3M
|
25.2K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-122K- 51.48% |
$18M - $19.4M
|
115K
$21M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-129K- 70.69% |
$19M - $20.4M
|
53.5K
$9.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 64.4% |
$21.4M - $23M
|
80.3K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-198K- 19.38% |
$29.1M - $31.3M
|
823K
$150M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-225K- 2.11% |
$33.2M - $35.7M
|
10.5M
$1.91B
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-279K- 87.32% |
$41.1M - $44.2M
|
40.5K
$7.38M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-428K- 22.14% |
$63M - $67.7M
|
1.5M
$274M
|