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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
245+ 1.86% |
$37.4K - $39.8K
|
13.4K
$2.44M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
243+ 1.07% |
$37.1K - $39.5K
|
22.9K
$4.18M
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
233+ 1.47% |
$35.6K - $37.8K
|
16K
$2.92M
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
230+ 1.58% |
$35.1K - $37.4K
|
14.8K
$2.69M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
228+ 8.05% |
$34.8K - $37K
|
3.06K
$557K
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
221+ 1.14% |
$33.8K - $35.9K
|
19.6K
$3.57M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
215+ 3.69% |
$32.8K - $34.9K
|
6.05K
$1.1M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
214+ 5.6% |
$32.7K - $34.8K
|
4.03K
$735K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
212+ 0.03% |
$32.4K - $34.4K
|
678K
$123M
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
210+ 0.82% |
$32.1K - $34.1K
|
25.8K
$4.69M
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
207+ 1.8% |
$31.6K - $33.6K
|
11.7K
$2.14M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
205+ 2.44% |
$31.3K - $33.3K
|
8.59K
$1.57M
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
200+ 0.54% |
$30.5K - $32.5K
|
37.2K
$6.77M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200+ 224.72% |
$30.5K - $32.5K
|
289
$52.6K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 8.81% |
$30.5K - $32.5K
|
2.47K
$450K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
197New |
$30.1K - $32K
|
197
$35.9K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
196+ 0.59% |
$29.9K - $31.8K
|
33.5K
$6.09M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
195+ 1.22% |
$29.8K - $31.7K
|
16.1K
$2.94M
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
195+ 1.66% |
$29.8K - $31.7K
|
11.9K
$2.17M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 0.34% |
$29.3K - $31.2K
|
56.8K
$10.3M
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
190+ 0.87% |
$29K - $30.9K
|
22.1K
$4.02M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
186+ 0.99% |
$28.4K - $30.2K
|
19.1K
$3.47M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
183+ 5.47% |
$28K - $29.7K
|
3.53K
$642K
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
180+ 6.53% |
$27.5K - $29.2K
|
2.94K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180+ 6.53% |
$27.5K - $29.2K
|
2.94K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
180+ 1.9% |
$27.5K - $29.2K
|
9.68K
$1.76M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
177+ 59.0% |
$27K - $28.8K
|
477
$86.9K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
172+ 4.33% |
$26.3K - $27.9K
|
4.14K
$754K
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
172+ 2.43% |
$26.3K - $27.9K
|
7.25K
$1.32M
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
163+ 1.63% |
$24.9K - $26.5K
|
10.2K
$1.86M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
163+ 1.29% |
$24.9K - $26.5K
|
12.8K
$2.32M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
163+ 1.29% |
$24.9K - $26.5K
|
12.8K
$2.32M
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
160+ 1.01% |
$24.4K - $26K
|
16K
$2.92M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
158+ 8.5% |
$24.1K - $25.7K
|
2.02K
$367K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
156+ 4.01% |
$23.8K - $25.3K
|
4.05K
$738K
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
155+ 0.2% |
$23.7K - $25.2K
|
78.5K
$14.3M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
154+ 0.97% |
$23.5K - $25K
|
16K
$2.91M
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
153+ 0.39% |
$23.4K - $24.9K
|
39K
$7.11M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 3.57% |
$22.9K - $24.4K
|
4.35K
$792K
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
150+ 3.31% |
$22.9K - $24.4K
|
4.69K
$853K
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
145+ 1.7% |
$22.1K - $23.6K
|
8.69K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
145+ 2.08% |
$22.1K - $23.6K
|
7.11K
$1.3M
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
144+ 0.54% |
$22K - $23.4K
|
26.7K
$4.86M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
144+ 2.54% |
$22K - $23.4K
|
5.8K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 76.6% |
$22K - $23.4K
|
332
$60.5K
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
143+ 1.13% |
$21.8K - $23.2K
|
12.7K
$2.32M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
143+ 1.47% |
$21.8K - $23.2K
|
9.89K
$1.8M
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
141+ 3.87% |
$21.5K - $22.9K
|
3.78K
$689K
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
140+ 0.12% |
$21.4K - $22.7K
|
118K
$21.6M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
139+ 3.8% |
$21.2K - $22.6K
|
3.8K
$691K
|