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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.28K+ 10.23% |
$189K - $203K
|
13.8K
$2.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.26K+ 6.15% |
$186K - $200K
|
21.8K
$3.97M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.25KNew |
$184K - $198K
|
1.25K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.22K+ 1.09% |
$179K - $193K
|
113K
$20.6M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 2.5% |
$179K - $193K
|
49.8K
$9.07M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 67.8% |
$179K - $192K
|
3K
$547K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.2K+ 1.1% |
$177K - $190K
|
110K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.2K+ 1.97% |
$177K - $190K
|
62K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 370.13% |
$173K - $186K
|
1.5K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.18K+ 1.67% |
$173K - $186K
|
71.4K
$13M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.13K+ 15.17% |
$167K - $179K
|
8.6K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.12K+ 33.84% |
$164K - $177K
|
4.41K
$804K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.11K+ 10.69% |
$164K - $176K
|
11.5K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.1K+ 17.4% |
$162K - $174K
|
7.42K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 24.41% |
$160K - $173K
|
5.56K
$1.01M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.08K+ 95.39% |
$159K - $171K
|
2.21K
$402K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.08K+ 566.32% |
$158K - $170K
|
1.27K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.07K+ 4.18% |
$158K - $169K
|
26.7K
$4.86M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.07K+ 1.04% |
$157K - $169K
|
104K
$18.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 4.95% |
$155K - $167K
|
22.3K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.05K+ 3.25% |
$154K - $166K
|
33.3K
$6.06M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.03KNew |
$152K - $164K
|
1.03K
$188K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.02K+ 4.7% |
$150K - $162K
|
22.8K
$4.14M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 4.46% |
$150K - $161K
|
23.9K
$4.35M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1K+ 40.78% |
$148K - $159K
|
3.47K
$631K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1K+ 7.39% |
$147K - $158K
|
14.6K
$2.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
987+ 12.79% |
$145K - $156K
|
8.71K
$1.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
981+ 11.9% |
$144K - $155K
|
9.23K
$1.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
978+ 0.58% |
$144K - $155K
|
170K
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
978+ 1.45% |
$144K - $155K
|
68.5K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
968+ 34.22% |
$143K - $153K
|
3.8K
$692K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
965+ 2.86% |
$142K - $153K
|
34.7K
$6.32M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
957+ 2.03% |
$141K - $152K
|
48.2K
$8.78M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
951+ 4.2% |
$140K - $151K
|
23.6K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
946+ 1.42% |
$139K - $150K
|
67.5K
$12.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
938+ 6.28% |
$138K - $149K
|
15.9K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
935+ 112.11% |
$138K - $148K
|
1.77K
$322K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
924+ 1.42% |
$136K - $146K
|
65.9K
$12M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
915+ 1.88% |
$135K - $145K
|
49.6K
$9.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
906+ 0.31% |
$133K - $143K
|
291K
$53.1M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
890+ 51.99% |
$131K - $141K
|
2.6K
$474K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
886+ 10.79% |
$130K - $140K
|
9.1K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
882+ 7.02% |
$130K - $140K
|
13.4K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
880+ 54.46% |
$130K - $139K
|
2.5K
$455K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
874+ 1.82% |
$129K - $138K
|
48.9K
$8.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
868+ 21.81% |
$128K - $137K
|
4.85K
$883K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
860+ 1.6% |
$127K - $136K
|
54.5K
$9.93M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
859+ 1.35% |
$126K - $136K
|
64.6K
$11.8M
|