Purchases and Sales Made in Q1 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
2.36K
+ 32.71%
$348K - $374K
9.59K $1.75M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
2.35K
+ 2.48%
$346K - $372K
96.9K $17.7M
May 02, 2023 Q1 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
2.3K
+ 13.31%
$338K - $364K
19.6K $3.56M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
2.25K
+ 671.04%
$331K - $356K
2.58K $470K
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

BUY
 -
2.24K
+ 21.63%
$329K - $354K
12.6K $2.29M
May 15, 2023 Q1 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
2.2K
+ 64.65%
$324K - $348K
5.6K $1.02M
Apr 27, 2023 Q1 2023
Northstar Group, Inc.

BUY
 -
2.19K
+ 6.12%
$323K - $347K
38K $6.93M
May 15, 2023 Q1 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
2.17K
+ 13.82%
$319K - $343K
17.8K $3.25M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
2.15K
+ 4.5%
$317K - $341K
50K $9.1M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
2.15K
+ 11.94%
$317K - $341K
20.2K $3.67M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.11K
+ 1.82%
$311K - $335K
118K $21.5M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
2.11K
New
$310K - $333K
2.11K $383K
May 15, 2023 Q1 2023
Anson Capital, Inc.

BUY
 -
2.05K
+ 66.98%
$301K - $324K
5.1K $930K
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
2.01K
+ 2.7%
$296K - $318K
76.4K $13.9M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
1.99K
+ 1.39%
$294K - $316K
145K $26.4M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.99K
+ 18.08%
$293K - $315K
13K $2.36M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.98K
+ 10.57%
$292K - $314K
20.8K $3.78M
Oct 04, 2023 Q1 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
1.98K
+ 6.45%
$292K - $314K
32.7K $5.96M
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
1.96K
+ 100.46%
$289K - $311K
3.92K $714K
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
1.96K
+ 2.82%
$288K - $310K
71.3K $13M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
1.95K
+ 3.19%
$288K - $309K
63.3K $11.5M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
1.91K
+ 762.55%
$282K - $303K
2.17K $394K
May 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
1.9K
New
$280K - $301K
1.9K $346K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
1.88K
+ 65.09%
$276K - $297K
4.76K $867K
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.88K
+ 33.52%
$276K - $297K
7.47K $1.36M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
1.87K
+ 61.07%
$275K - $296K
4.92K $897K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
1.86K
+ 0.93%
$273K - $294K
201K $36.7M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.84K
+ 13.4%
$270K - $291K
15.5K $2.83M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
1.82K
+ 4.93%
$269K - $289K
38.8K $7.07M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.82K
+ 36.54%
$268K - $288K
6.79K $1.24M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
1.81K
+ 6.29%
$266K - $286K
30.6K $5.57M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
1.78K
+ 27.48%
$261K - $281K
8.24K $1.5M
May 11, 2023 Q1 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
1.75K
New
$258K - $277K
1.75K $319K
May 03, 2023 Q1 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
1.75K
+ 3.46%
$257K - $276K
52.2K $9.5M
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
1.74K
New
$256K - $276K
1.74K $317K
May 10, 2023 Q1 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.73K
+ 6.46%
$254K - $273K
28.4K $5.18M
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
1.72K
New
$253K - $272K
1.72K $313K
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

BUY
 -
1.69K
+ 59.46%
$249K - $268K
4.54K $826K
May 15, 2023 Q1 2023
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
1.67K
+ 4.45%
$246K - $265K
39.2K $7.14M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
1.65K
+ 1.89%
$243K - $261K
89K $16.2M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
1.63K
New
$240K - $259K
1.63K $297K
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.62K
New
$239K - $257K
1.62K $295K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.62K
New
$238K - $256K
1.62K $294K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
1.6K
+ 22.19%
$236K - $253K
8.82K $1.61M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.59K
+ 54.97%
$234K - $252K
4.49K $817K
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.58K
+ 13.1%
$232K - $250K
13.6K $2.48M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1.58K
+ 205.21%
$232K - $250K
2.34K $427K
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.55K
New
$229K - $246K
1.55K $283K
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
1.55K
New
$228K - $246K
1.55K $283K

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