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 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.89K+ 27.01% |
$868K - $933K
|
27.7K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.89KNew |
$867K - $932K
|
5.89K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
5.78K+ 5.13% |
$851K - $915K
|
118K
$21.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 13.04% |
$845K - $909K
|
49.7K
$9.06M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.64K+ 243.02% |
$830K - $893K
|
7.96K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.63K+ 4.59% |
$829K - $891K
|
128K
$23.4M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.62K+ 9.47% |
$827K - $889K
|
64.9K
$11.8M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.52K+ 2029.41% |
$813K - $874K
|
5.79K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.52K+ 23.08% |
$812K - $874K
|
29.4K
$5.36M
|
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.46KNew |
$805K - $865K
|
5.46K
$995K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.46K+ 2.76% |
$803K - $864K
|
203K
$37M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.45K+ 14.26% |
$803K - $863K
|
43.7K
$7.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.28K+ 17.08% |
$777K - $835K
|
36.2K
$6.59M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.25K+ 18.27% |
$773K - $831K
|
34K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.13K+ 1.79% |
$755K - $812K
|
292K
$53.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 11.99% |
$749K - $806K
|
47.5K
$8.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.07K+ 5.67% |
$747K - $803K
|
94.5K
$17.2M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.02K+ 1.8% |
$739K - $795K
|
285K
$51.8M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95K+ 1.53% |
$729K - $784K
|
328K
$59.7M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.92K+ 549.61% |
$724K - $779K
|
5.81K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.84K+ 4.56% |
$712K - $766K
|
111K
$20.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.8K+ 5.51% |
$707K - $761K
|
92K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.77K+ 4.54% |
$703K - $756K
|
110K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.54K+ 146.15% |
$668K - $719K
|
7.64K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 3.82% |
$666K - $717K
|
123K
$22.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
4.49K+ 4.39% |
$661K - $710K
|
107K
$19.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.44K+ 2.68% |
$654K - $703K
|
170K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4.44KNew |
$653K - $703K
|
4.44K
$808K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
4.37KNew |
$644K - $692K
|
4.37K
$796K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.24K+ 163.49% |
$624K - $671K
|
6.84K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.24K+ 21.64% |
$624K - $671K
|
23.8K
$4.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.17K+ 7.69% |
$614K - $660K
|
58.4K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.11K+ 4.96% |
$605K - $650K
|
86.9K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.1K+ 73.45% |
$604K - $650K
|
9.69K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.08K+ 1631.2% |
$600K - $646K
|
4.33K
$788K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.03K+ 126.73% |
$593K - $638K
|
7.21K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
3.85K+ 3.35% |
$566K - $609K
|
119K
$21.6M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.83K+ 7.54% |
$564K - $606K
|
54.6K
$9.94M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.81K+ 27.36% |
$560K - $603K
|
17.7K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.8K+ 22.93% |
$560K - $602K
|
20.4K
$3.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.75K+ 4.18% |
$552K - $593K
|
93.5K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.74K+ 8.24% |
$551K - $592K
|
49.1K
$8.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.69K+ 6.76% |
$543K - $584K
|
58.2K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.67K+ 1.78% |
$540K - $581K
|
209K
$38.1M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.61KNew |
$531K - $571K
|
3.61K
$657K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 2.28% |
$530K - $570K
|
161K
$29.3M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.58K+ 3.71% |
$527K - $566K
|
100K
$18.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.57K+ 2.43% |
$526K - $565K
|
151K
$27.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52K+ 2.86% |
$519K - $558K
|
127K
$23.1M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
3.47KNew |
$511K - $549K
|
3.47K
$632K
|