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
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 2.0% |
$228K - $245K
|
78.9K
$14.4M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.54K+ 2.58% |
$226K - $243K
|
61K
$11.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.54KNew |
$226K - $243K
|
1.54K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 13.47% |
$226K - $243K
|
12.9K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.52KNew |
$223K - $240K
|
1.52K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.51K+ 1.49% |
$223K - $240K
|
103K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.51KNew |
$222K - $239K
|
1.51K
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.5KNew |
$221K - $237K
|
1.5K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.49K+ 3.39% |
$220K - $237K
|
45.5K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.49KNew |
$220K - $236K
|
1.49K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.49KNew |
$219K - $235K
|
1.49K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.47KNew |
$217K - $233K
|
1.47K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.47KNew |
$216K - $232K
|
1.47K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.45K+ 0.82% |
$214K - $230K
|
179K
$32.7M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45K+ 13.0% |
$213K - $229K
|
12.6K
$2.29M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45K+ 13.0% |
$213K - $229K
|
12.6K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.44KNew |
$212K - $228K
|
1.44K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.44KNew |
$212K - $228K
|
1.44K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.44KNew |
$212K - $228K
|
1.44K
$262K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$211K - $227K
|
1.43K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.42K+ 7.4% |
$210K - $225K
|
20.7K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.41KNew |
$208K - $224K
|
1.41K
$257K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.41K+ 14.59% |
$208K - $223K
|
11.1K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41K+ 0.03% |
$208K - $223K
|
4.99M
$908M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.41K+ 5.68% |
$207K - $223K
|
26.2K
$4.78M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$206K - $222K
|
1.4K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 22.36% |
$204K - $220K
|
7.6K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
1.38KNew |
$203K - $219K
|
1.38K
$252K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.38K+ 0.74% |
$203K - $218K
|
188K
$34.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
1.38KNew |
$203K - $218K
|
1.38K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37KNew |
$202K - $217K
|
1.37K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.36KNew |
$200K - $215K
|
1.36K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.36K+ 0.68% |
$200K - $215K
|
200K
$36.4M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.35KNew |
$199K - $214K
|
1.35K
$247K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$199K - $214K
|
1.35K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.34K+ 30.93% |
$197K - $212K
|
5.66K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34KNew |
$197K - $211K
|
1.34K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 20.7% |
$196K - $211K
|
7.78K
$1.42M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.33KNew |
$196K - $211K
|
1.33K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.32K+ 31.47% |
$194K - $209K
|
5.51K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
1.32KNew |
$194K - $208K
|
1.32K
$240K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.31KNew |
$193K - $207K
|
1.31K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.31KNew |
$193K - $207K
|
1.31K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.31KNew |
$192K - $207K
|
1.31K
$238K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 3.86% |
$192K - $206K
|
35K
$6.38M
|