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 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.31% |
$1.22K - $1.3K
|
2.63K
$479K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.1% |
$1.22K - $1.3K
|
7.82K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.07% |
$1.22K - $1.3K
|
11.1K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.38% |
$1.22K - $1.3K
|
2.12K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.08% |
$1.22K - $1.3K
|
9.54K
$1.74M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 10.13% |
$1.22K - $1.3K
|
87
$15.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
7+ 0.18% |
$1.07K - $1.14K
|
3.83K
$697K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.09% |
$1.07K - $1.14K
|
7.6K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7+ 0.15% |
$1.07K - $1.14K
|
4.82K
$877K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
6+ 0.16% |
$916 - $975
|
3.8K
$693K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5+ 0.18% |
$764 - $812
|
2.83K
$515K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.11% |
$764 - $812
|
4.46K
$813K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.11% |
$764 - $812
|
4.62K
$842K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 4.08% |
$611 - $650
|
102
$18.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$611 - $650
|
5.74K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.26% |
$611 - $650
|
1.52K
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.23% |
$458 - $487
|
1.3K
$237K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$458 - $487
|
8.49K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3+ 0.07% |
$458 - $487
|
4.49K
$818K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$305 - $325
|
1.31K
$239K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$305 - $325
|
2.6K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$305 - $325
|
2
$364
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1+ 0.05% |
$153 - $162
|
1.84K
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-1- 0.01% |
$153 - $162
|
7.09K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-1- -0.0% |
$153 - $162
|
27.4K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$153 - $162
|
1.75K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$153 - $162
|
8.17K
$1.49M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1- 0.06% |
$153 - $162
|
1.81K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2- 0.06% |
$305 - $325
|
3.39K
$617K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2- 0.09% |
$305 - $325
|
2.21K
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2- 0.04% |
$305 - $325
|
4.52K
$824K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$305 - $325
|
2.23K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3- 0.07% |
$458 - $487
|
4.52K
$824K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3- 0.03% |
$458 - $487
|
10.9K
$1.98M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4- 0.01% |
$611 - $650
|
32.5K
$5.91M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-4- 0.04% |
$611 - $650
|
10.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.02% |
$611 - $650
|
20.2K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5- 0.15% |
$764 - $812
|
3.27K
$596K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-5- 0.14% |
$764 - $812
|
3.66K
$667K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-6- 0.17% |
$916 - $975
|
3.62K
$658K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6- 0.04% |
$916 - $975
|
15.3K
$2.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6- 0.53% |
$916 - $975
|
1.13K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6- 0.37% |
$916 - $975
|
1.62K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-9- 0.91% |
$1.37K - $1.46K
|
985
$179K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-10- 0.07% |
$1.53K - $1.62K
|
14K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10- 0.14% |
$1.53K - $1.62K
|
7.24K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11- 0.42% |
$1.68K - $1.79K
|
2.59K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11- 0.09% |
$1.68K - $1.79K
|
11.7K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 50.0% |
$1.83K - $1.95K
|
12
$2.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-14- 0.06% |
$2.14K - $2.27K
|
21.7K
$3.95M
|