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 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
840+ 4.33% |
$124K - $133K
|
20.2K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
829+ 47.34% |
$122K - $131K
|
2.58K
$470K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
827+ 4.42% |
$122K - $131K
|
19.5K
$3.56M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
820+ 1.61% |
$121K - $130K
|
51.7K
$9.41M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
818+ 2.19% |
$120K - $130K
|
38.2K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
809+ 6.55% |
$119K - $128K
|
13.2K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
801+ 6.51% |
$118K - $127K
|
13.1K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
800+ 5.24% |
$118K - $127K
|
16.1K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
800+ 28.66% |
$118K - $127K
|
3.59K
$654K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
788+ 2.88% |
$116K - $125K
|
28.2K
$5.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
785+ 39.53% |
$116K - $124K
|
2.77K
$505K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
781+ 26.12% |
$115K - $124K
|
3.77K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
771+ 8.15% |
$114K - $122K
|
10.2K
$1.86M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
771+ 8.15% |
$114K - $122K
|
10.2K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
731+ 2.52% |
$108K - $116K
|
29.7K
$5.41M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
702+ 0.86% |
$103K - $111K
|
82.1K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
700+ 3.14% |
$103K - $111K
|
23K
$4.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
696+ 4.25% |
$102K - $110K
|
17.1K
$3.11M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
690+ 13.12% |
$102K - $109K
|
5.95K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
685+ 10.94% |
$101K - $108K
|
6.95K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
675+ 28.52% |
$99.4K - $107K
|
3.04K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
659+ 104.11% |
$97K - $104K
|
1.29K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
645+ 1.61% |
$95K - $102K
|
40.8K
$7.42M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
644+ 4.74% |
$94.8K - $102K
|
14.2K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
641+ 6.88% |
$94.4K - $101K
|
9.95K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
629+ 3.38% |
$92.6K - $99.6K
|
19.2K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
626+ 3.21% |
$92.2K - $99.1K
|
20.1K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
613+ 0.4% |
$90.3K - $97.1K
|
156K
$28.3M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
612+ 1.13% |
$90.1K - $96.9K
|
54.8K
$9.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
610+ 9.55% |
$89.8K - $96.6K
|
7K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
607+ 1.32% |
$89.4K - $96.1K
|
46.4K
$8.46M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
604+ 29.41% |
$88.9K - $95.6K
|
2.66K
$484K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
599+ 1.66% |
$88.2K - $94.8K
|
36.7K
$6.69M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
595+ 3.65% |
$87.6K - $94.2K
|
16.9K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
587+ 0.72% |
$86.4K - $92.9K
|
81.7K
$14.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
585+ 8.67% |
$86.1K - $92.6K
|
7.33K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
585+ 1.74% |
$86.1K - $92.6K
|
34.2K
$6.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
584+ 2.85% |
$86K - $92.5K
|
21.1K
$3.84M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
569+ 0.22% |
$83.8K - $90.1K
|
254K
$46.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
567+ 3.76% |
$83.5K - $89.8K
|
15.7K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
564+ 4.03% |
$83K - $89.3K
|
14.5K
$2.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
557+ 4.23% |
$82K - $88.2K
|
13.7K
$2.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
551+ 1.35% |
$81.1K - $87.2K
|
41.4K
$7.54M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
551+ 36.86% |
$81.1K - $87.2K
|
2.05K
$373K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
545+ 4.19% |
$80.2K - $86.3K
|
13.5K
$2.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
545+ 1.75% |
$80.2K - $86.3K
|
31.6K
$5.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
542+ 5.64% |
$79.8K - $85.8K
|
10.2K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
532+ 31.0% |
$78.3K - $84.2K
|
2.25K
$409K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
529+ 1.13% |
$77.9K - $83.8K
|
47.2K
$8.6M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 21.1% |
$77.3K - $83.1K
|
3.01K
$549K
|