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 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 3.18% |
$7.64K - $8.12K
|
1.62K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
48New |
$7.33K - $7.8K
|
48
$8.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
47+ 3.59% |
$7.18K - $7.63K
|
1.36K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
47+ 0.76% |
$7.18K - $7.63K
|
6.24K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
45+ 0.74% |
$6.87K - $7.31K
|
6.15K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
44+ 1.66% |
$6.72K - $7.15K
|
2.7K
$492K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
42+ 0.5% |
$6.42K - $6.82K
|
8.43K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
41+ 0.15% |
$6.26K - $6.66K
|
26.7K
$4.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40+ 1.83% |
$6.11K - $6.5K
|
2.23K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
39+ 0.66% |
$5.96K - $6.33K
|
5.93K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.05% |
$5.65K - $6.01K
|
68.5K
$12.5M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
37+ 2.12% |
$5.65K - $6.01K
|
1.78K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
36+ 0.12% |
$5.5K - $5.85K
|
29.3K
$5.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
34+ 2.18% |
$5.19K - $5.52K
|
1.59K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.34% |
$5.19K - $5.52K
|
9.99K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
34+ 0.24% |
$5.19K - $5.52K
|
14.1K
$2.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
33+ 2.5% |
$5.04K - $5.36K
|
1.35K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.04K - $5.36K
|
33
$6.01K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
30New |
$4.58K - $4.87K
|
30
$5.46K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
30+ 0.36% |
$4.58K - $4.87K
|
8.45K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
30New |
$4.58K - $4.87K
|
30
$5.46K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 14.72% |
$4.43K - $4.71K
|
226
$41.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.18% |
$3.97K - $4.22K
|
14.3K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 1.9% |
$3.67K - $3.9K
|
1.29K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.17% |
$3.51K - $3.74K
|
13.5K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23+ 0.29% |
$3.51K - $3.74K
|
8.01K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21+ 0.35% |
$3.21K - $3.41K
|
6.08K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.32% |
$3.05K - $3.25K
|
6.27K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
20+ 0.17% |
$3.05K - $3.25K
|
11.8K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.63% |
$3.05K - $3.25K
|
3.22K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20+ 0.25% |
$3.05K - $3.25K
|
7.93K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
19+ 0.05% |
$2.9K - $3.09K
|
40.8K
$7.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
19+ 1.43% |
$2.9K - $3.09K
|
1.35K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19+ 0.09% |
$2.9K - $3.09K
|
21.1K
$3.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
18+ 0.51% |
$2.75K - $2.92K
|
3.52K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18+ 0.43% |
$2.75K - $2.92K
|
4.24K
$772K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$2.44K - $2.6K
|
16
$2.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
15+ 0.73% |
$2.29K - $2.44K
|
2.07K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
15+ 0.31% |
$2.29K - $2.44K
|
4.78K
$871K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
14+ 0.12% |
$2.14K - $2.27K
|
11.3K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
13+ 0.57% |
$1.99K - $2.11K
|
2.29K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.83K - $1.95K
|
12
$2.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12+ 0.21% |
$1.83K - $1.95K
|
5.83K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 3.53% |
$1.68K - $1.79K
|
323
$58.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10+ 0.5% |
$1.53K - $1.62K
|
1.99K
$363K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$1.53K - $1.62K
|
10
$1.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
10+ 0.65% |
$1.53K - $1.62K
|
1.55K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9+ 0.42% |
$1.37K - $1.46K
|
2.17K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
9+ 0.06% |
$1.37K - $1.46K
|
16.3K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
9+ 0.02% |
$1.37K - $1.46K
|
48.9K
$8.91M
|