Purchases and Sales Made in Q2 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
364
+ 0.78%
$55.6K - $59.1K
46.7K $8.52M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
359
+ 5.35%
$54.8K - $58.3K
7.07K $1.29M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
358
+ 1.24%
$54.7K - $58.1K
29.3K $5.34M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
358
+ 0.94%
$54.7K - $58.1K
38.4K $6.99M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
355
+ 3.88%
$54.2K - $57.7K
9.5K $1.73M
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
352
+ 0.55%
$53.8K - $57.2K
64.9K $11.8M
Jul 21, 2023 Q2 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
352
+ 0.58%
$53.8K - $57.2K
60.8K $11.1M
Aug 02, 2023 Q2 2023
Northstar Group, Inc.

BUY
 -
350
+ 0.92%
$53.5K - $56.9K
38.4K $6.99M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
343
+ 0.77%
$52.4K - $55.7K
44.7K $8.14M
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
342
+ 4.43%
$52.2K - $55.6K
8.06K $1.47M
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
340
+ 3.3%
$51.9K - $55.2K
10.7K $1.94M
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
335
+ 3.63%
$51.2K - $54.4K
9.55K $1.74M
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
330
+ 0.92%
$50.4K - $53.6K
36.1K $6.57M
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
330
+ 3.13%
$50.4K - $53.6K
10.9K $1.98M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
328
+ 1.73%
$50.1K - $53.3K
19.3K $3.51M
Aug 02, 2023 Q2 2023
Gw Henssler & Associates LTD

BUY
 -
326
+ 1.37%
$49.8K - $53K
24.1K $4.39M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
325
New
$49.6K - $52.8K
325 $59.2K
Aug 14, 2023 Q2 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
325
+ 15.88%
$49.6K - $52.8K
2.37K $432K
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
315
+ 0.95%
$48.1K - $51.2K
33.6K $6.12M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
310
+ 3.99%
$47.3K - $50.4K
8.09K $1.47M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
307
+ 4.26%
$46.9K - $49.9K
7.52K $1.37M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
305
+ 12.59%
$46.6K - $49.5K
2.73K $497K
Jul 26, 2023 Q2 2023
Santori & Peters, Inc.

BUY
 -
301
+ 5.97%
$46K - $48.9K
5.34K $973K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
301
+ 7.62%
$46K - $48.9K
4.25K $774K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
300
+ 18.16%
$45.8K - $48.7K
1.95K $356K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
299
+ 11.09%
$45.7K - $48.6K
3K $546K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
296
+ 1.03%
$45.2K - $48.1K
29K $5.28M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
292
+ 1.99%
$44.6K - $47.4K
14.9K $2.72M
Jul 26, 2023 Q2 2023
Am Investment Strategies LLC

BUY
 -
285
+ 7.79%
$43.5K - $46.3K
3.94K $718K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
285
+ 2.11%
$43.5K - $46.3K
13.8K $2.52M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
284
+ 4.61%
$43.4K - $46.1K
6.45K $1.17M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
280
+ 7.1%
$42.8K - $45.5K
4.23K $770K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
277
+ 4.52%
$42.3K - $45K
6.4K $1.17M
Jul 20, 2023 Q2 2023
Blossom Wealth Management

BUY
 -
276
+ 7.16%
$42.2K - $44.8K
4.13K $752K
Jul 17, 2023 Q2 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
275
+ 3.38%
$42K - $44.7K
8.42K $1.53M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
275
+ 14.5%
$42K - $44.7K
2.17K $396K
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
270
+ 10.0%
$41.2K - $43.9K
2.97K $541K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
269
+ 0.35%
$41.1K - $43.7K
77.8K $14.2M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
267
New
$40.8K - $43.4K
267 $48.6K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
267
New
$40.8K - $43.4K
267 $48.6K
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
265
+ 8.09%
$40.5K - $43K
3.54K $645K
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
264
+ 10.23%
$40.3K - $42.9K
2.84K $518K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
263
+ 1.13%
$40.2K - $42.7K
23.5K $4.28M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
255
+ 11.88%
$38.9K - $41.4K
2.4K $437K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
253
+ 0.15%
$38.6K - $41.1K
168K $30.5M
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
250
+ 0.8%
$38.2K - $40.6K
31.4K $5.73M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
249
+ 24.92%
$38K - $40.4K
1.25K $227K
Aug 14, 2023 Q2 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
249
+ 3.35%
$38K - $40.4K
7.68K $1.4M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
248
+ 1.55%
$37.9K - $40.3K
16.2K $2.95M

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