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
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$506K - $544K
|
3.44K
$626K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.38K+ 4.14% |
$498K - $536K
|
85.1K
$15.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.38K+ 5.73% |
$498K - $535K
|
62.4K
$11.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.37K+ 7.55% |
$496K - $534K
|
48K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.36K+ 26.67% |
$494K - $532K
|
15.9K
$2.9M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.34K+ 23.28% |
$492K - $529K
|
17.7K
$3.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.3K+ 9.26% |
$485K - $522K
|
38.9K
$7.08M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.27K+ 41.47% |
$482K - $518K
|
11.2K
$2.03M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.26K+ 32.68% |
$480K - $516K
|
13.2K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.24KNew |
$477K - $513K
|
3.24K
$590K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.23K+ 2.5% |
$475K - $511K
|
132K
$24.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
3.22K+ 53.32% |
$474K - $509K
|
9.25K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.17K+ 690.63% |
$467K - $502K
|
3.63K
$661K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.17K+ 690.63% |
$467K - $502K
|
3.63K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.16K+ 14.47% |
$465K - $500K
|
25K
$4.55M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.12K+ 7.83% |
$460K - $494K
|
43K
$7.83M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$452K - $486K
|
3.07K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.99K+ 55.27% |
$440K - $473K
|
8.39K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.94K+ 66.74% |
$433K - $466K
|
7.36K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.92KNew |
$429K - $462K
|
2.92K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.89K+ 2.55% |
$426K - $458K
|
116K
$21.2M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.87KNew |
$423K - $454K
|
2.87K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.85K+ 20.75% |
$420K - $452K
|
16.6K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$419K - $450K
|
2.85K
$518K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.82K+ 6.49% |
$415K - $446K
|
46.2K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.82KNew |
$415K - $446K
|
2.82K
$513K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.8K+ 21.78% |
$413K - $444K
|
15.7K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 2.51% |
$411K - $441K
|
114K
$20.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.76KNew |
$406K - $437K
|
2.76K
$502K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.75K+ 30.61% |
$405K - $436K
|
11.8K
$2.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.74K+ 13.73% |
$404K - $434K
|
22.7K
$4.14M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.73KNew |
$402K - $433K
|
2.73K
$498K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.71K+ 161.01% |
$399K - $430K
|
4.4K
$801K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.65K+ 0.16% |
$390K - $419K
|
1.68M
$307M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.59K+ 190.65% |
$381K - $410K
|
3.95K
$719K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.55K+ 2.08% |
$375K - $404K
|
125K
$22.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.5K+ 2.62% |
$368K - $396K
|
98K
$17.9M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 45.42% |
$368K - $395K
|
7.99K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.49K+ 9.47% |
$367K - $395K
|
28.8K
$5.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.49KNew |
$366K - $394K
|
2.49K
$453K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.48K+ 3.06% |
$365K - $393K
|
83.5K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.48K+ 6.72% |
$365K - $392K
|
39.4K
$7.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 1.08% |
$365K - $392K
|
231K
$42.1M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.47KNew |
$363K - $390K
|
2.47K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.45KNew |
$361K - $388K
|
2.45K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.45K+ 9.39% |
$360K - $387K
|
28.5K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.44K+ 3.34% |
$359K - $386K
|
75.5K
$13.7M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.44K+ 6.86% |
$359K - $386K
|
38K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.42KNew |
$357K - $383K
|
2.42K
$441K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$350K - $376K
|
2.38K
$433K
|