Purchases and Sales Made in Q2 2023 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.27M+ 17209.43% |
$194M - $207M
|
1.28M
$233M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
639K+ 11.16% |
$97.6M - $104M
|
6.36M
$1.16B
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
494K+ 2.24% |
$75.5M - $80.3M
|
22.5M
$4.1B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
265K+ 16.71% |
$40.5M - $43.1M
|
1.85M
$337M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
228K+ 77.15% |
$34.8M - $37.1M
|
524K
$95.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
203K+ 61.98% |
$31M - $33M
|
531K
$96.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
172K+ 281.62% |
$26.3M - $28M
|
233K
$42.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
169K+ 174.2% |
$25.8M - $27.4M
|
265K
$48.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.49% |
$25M - $26.6M
|
11.1M
$2.03B
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
151K+ 2.0% |
$23M - $24.5M
|
7.69M
$1.4B
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150K+ 187.05% |
$23M - $24.4M
|
231K
$42M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 58.25% |
$22.6M - $24.1M
|
403K
$73.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
144K+ 269.05% |
$22M - $23.4M
|
197K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
142K+ 47.09% |
$21.7M - $23.1M
|
444K
$80.8M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
110K+ 333.63% |
$16.8M - $17.9M
|
143K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 8.16% |
$16.4M - $17.5M
|
1.43M
$260M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100KNew |
$15.3M - $16.3M
|
100K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.9K+ 3.68% |
$14M - $14.9M
|
2.59M
$472M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
89.8K+ 23.71% |
$13.7M - $14.6M
|
468K
$85.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
79.2KNew |
$12.1M - $12.9M
|
79.2K
$14.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.5K+ 1.57% |
$12M - $12.7M
|
5.06M
$923M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
78K+ 20.16% |
$11.9M - $12.7M
|
465K
$84.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.2K+ 94.71% |
$11.8M - $12.5M
|
159K
$28.9M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
73.1K+ 4793.44% |
$11.2M - $11.9M
|
74.6K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71.5K+ 1636.2% |
$10.9M - $11.6M
|
75.8K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.4K+ 3577.3% |
$9.99M - $10.6M
|
67.2K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.4K+ 13.25% |
$9.38M - $9.97M
|
525K
$95.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
56.6KNew |
$8.64M - $9.19M
|
56.6K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.2K+ 6.42% |
$8.29M - $8.81M
|
899K
$164M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.4K+ 2.53% |
$7.24M - $7.7M
|
1.92M
$350M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
45.8K+ 2029.58% |
$6.99M - $7.43M
|
48K
$8.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45K+ 5.46% |
$6.87M - $7.3M
|
868K
$158M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 14.43% |
$6.67M - $7.09M
|
346K
$63.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43.2K+ 23.88% |
$6.6M - $7.02M
|
224K
$40.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42.8K+ 2.54% |
$6.53M - $6.95M
|
1.73M
$314M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.9K+ 10.21% |
$6.25M - $6.65M
|
442K
$80.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
39.1KNew |
$5.97M - $6.35M
|
39.1K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.7K+ 116.74% |
$5.76M - $6.13M
|
70.1K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.5K+ 1556.7% |
$5.73M - $6.09M
|
39.9K
$7.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
36.7K+ 15.79% |
$5.61M - $5.97M
|
269K
$49.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.5K+ 86.97% |
$5.58M - $5.93M
|
78.5K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
36.1K+ 145.37% |
$5.51M - $5.86M
|
60.9K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.8K+ 18.3% |
$5.47M - $5.82M
|
232K
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35.6K+ 268.12% |
$5.44M - $5.79M
|
48.9K
$8.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35.3K+ 9.83% |
$5.4M - $5.74M
|
395K
$71.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.9K+ 3.11% |
$5.02M - $5.34M
|
1.09M
$198M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.2K+ 16.13% |
$4.92M - $5.23M
|
232K
$42.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
30.6KNew |
$4.67M - $4.97M
|
30.6K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2K+ 1.18% |
$4.16M - $4.43M
|
2.35M
$427M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.7K+ 8.53% |
$3.77M - $4.01M
|
314K
$57.2M
|