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 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
135
+ 2.52%
$20.6K - $21.9K
5.5K $1M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
133
+ 4.7%
$20.3K - $21.6K
2.96K $540K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
132
+ 31.65%
$20.2K - $21.4K
549 $100K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
130
+ 0.71%
$19.9K - $21.1K
18.5K $3.38M
Aug 01, 2023 Q2 2023
Spreng Capital Management, Inc.

BUY
 -
130
+ 1.44%
$19.9K - $21.1K
9.16K $1.67M
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
129
+ 7.95%
$19.7K - $21K
1.75K $319K
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
128
+ 1.64%
$19.6K - $20.8K
7.92K $1.44M
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
128
+ 185.51%
$19.6K - $20.8K
197 $35.9K
Aug 01, 2023 Q2 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
123
+ 4.96%
$18.8K - $20K
2.6K $474K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
119
+ 19.6%
$18.2K - $19.3K
726 $132K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
117
+ 3.87%
$17.9K - $19K
3.14K $571K
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
116
+ 5.51%
$17.7K - $18.8K
2.22K $405K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
113
+ 5.6%
$17.3K - $18.4K
2.13K $388K
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
108
+ 4.38%
$16.5K - $17.5K
2.57K $468K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
103
+ 86.55%
$15.7K - $16.7K
222 $40.4K
Jul 26, 2023 Q2 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
103
New
$15.7K - $16.7K
103 $18.8K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
103
+ 58.86%
$15.7K - $16.7K
278 $50.6K
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
100
+ 4.06%
$15.3K - $16.2K
2.57K $467K
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
96
+ 2.47%
$14.7K - $15.6K
3.99K $726K
Jul 18, 2023 Q2 2023
Welch Group, LLC

BUY
 -
94
+ 4.48%
$14.4K - $15.3K
2.19K $399K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
91
+ 0.54%
$13.9K - $14.8K
17K $3.09M
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
86
+ 0.31%
$13.1K - $14K
27.8K $5.06M
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
85
+ 1.6%
$13K - $13.8K
5.39K $982K
Jul 25, 2023 Q2 2023
Bridge Creek Capital Management LLC

BUY
 -
82
+ 2.79%
$12.5K - $13.3K
3.02K $551K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
80
New
$12.2K - $13K
80 $14.6K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
79
+ 0.34%
$12.1K - $12.8K
23.7K $4.31M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
79
+ 12.95%
$12.1K - $12.8K
689 $126K
Jul 24, 2023 Q2 2023
Boston Trust Walden Corp

BUY
 -
78
+ 1.76%
$11.9K - $12.7K
4.51K $822K
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
BUY
 -
76
+ 10.04%
$11.6K - $12.3K
833 $152K
Aug 01, 2023 Q2 2023
Baldwin Investment Management, LLC

BUY
 -
75
+ 1.63%
$11.5K - $12.2K
4.69K $854K
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
75
+ 0.9%
$11.5K - $12.2K
8.45K $1.54M
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
69
+ 34.67%
$10.5K - $11.2K
268 $48.8K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
69
+ 0.34%
$10.5K - $11.2K
20.4K $3.71M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
69
+ 0.52%
$10.5K - $11.2K
13.3K $2.43M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
68
+ 2.77%
$10.4K - $11K
2.53K $460K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
66
New
$10.1K - $10.7K
66 $12K
Jul 19, 2023 Q2 2023
Cedar Mountain Advisors, LLC

BUY
 -
65
+ 48.87%
$9.93K - $10.6K
198 $36.1K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
65
New
$9.93K - $10.6K
65 $11.8K
Aug 08, 2023 Q2 2023
Biechele Royce Advisors

BUY
 -
64
+ 4.34%
$9.78K - $10.4K
1.54K $280K
Jul 13, 2023 Q2 2023
Triangle Securities Wealth Management

BUY
 -
63
+ 1.06%
$9.62K - $10.2K
6.01K $1.09M
Aug 07, 2023 Q2 2023
Access Financial Services, Inc.

BUY
 -
63
+ 2.84%
$9.62K - $10.2K
2.28K $415K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
62
+ 1.71%
$9.47K - $10.1K
3.69K $672K
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
61
+ 0.15%
$9.32K - $9.91K
40.9K $7.45M
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
60
+ 0.57%
$9.16K - $9.75K
10.6K $1.93M
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
52
+ 1.12%
$7.94K - $8.45K
4.69K $854K
Apr 02, 2024 Q2 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
52
+ 1.23%
$7.94K - $8.45K
4.29K $782K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
51
+ 2.97%
$7.79K - $8.28K
1.77K $322K
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

BUY
 -
50
New
$7.64K - $8.12K
50 $9.11K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
50
+ 2.95%
$7.64K - $8.12K
1.75K $318K

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