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 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-14- 0.06% |
$2.14K - $2.27K
|
21.7K
$3.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-15- 0.15% |
$2.29K - $2.44K
|
10.2K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-15- 0.56% |
$2.29K - $2.44K
|
2.68K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-17- 0.28% |
$2.6K - $2.76K
|
6.15K
$1.12M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.36% |
$2.6K - $2.76K
|
4.69K
$855K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-18- 1.06% |
$2.75K - $2.92K
|
1.68K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 1.43% |
$2.75K - $2.92K
|
1.25K
$227K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-18- 0.92% |
$2.75K - $2.92K
|
1.94K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18- 3.09% |
$2.75K - $2.92K
|
565
$103K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 1.43% |
$2.9K - $3.09K
|
1.31K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.18% |
$3.05K - $3.25K
|
11.2K
$2.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 8.89% |
$3.05K - $3.25K
|
205
$37.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 3.73% |
$3.05K - $3.25K
|
516
$94K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-20- 0.1% |
$3.05K - $3.25K
|
19.5K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-20- 0.64% |
$3.05K - $3.25K
|
3.13K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-20- 0.21% |
$3.05K - $3.25K
|
9.67K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-21- 0.1% |
$3.21K - $3.41K
|
20.5K
$3.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 0.58% |
$3.36K - $3.57K
|
3.79K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22- 0.64% |
$3.36K - $3.57K
|
3.4K
$619K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-22- 0.52% |
$3.36K - $3.57K
|
4.23K
$770K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-22- 1.22% |
$3.36K - $3.57K
|
1.78K
$323K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.28% |
$3.51K - $3.74K
|
8.24K
$1.5M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 1.84% |
$3.51K - $3.74K
|
1.23K
$224K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.86% |
$3.67K - $3.9K
|
2.77K
$504K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 1.16% |
$3.82K - $4.06K
|
2.14K
$389K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-27- 1.26% |
$4.12K - $4.39K
|
2.11K
$385K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-27- 22.88% |
$4.12K - $4.39K
|
91
$16.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-28- 0.39% |
$4.28K - $4.55K
|
7.15K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 0.05% |
$4.28K - $4.55K
|
56.6K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-29- 1.03% |
$4.43K - $4.71K
|
2.78K
$506K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-30- 0.51% |
$4.58K - $4.87K
|
5.87K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-30- 0.23% |
$4.58K - $4.87K
|
13K
$2.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-31- 1.02% |
$4.73K - $5.04K
|
3K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-31- 0.14% |
$4.73K - $5.04K
|
22.5K
$4.09M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-31- 0.89% |
$4.73K - $5.04K
|
3.44K
$626K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-33- 0.71% |
$5.04K - $5.36K
|
4.59K
$837K
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-34- 2.18% |
$5.19K - $5.52K
|
1.52K
$277K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 7.67% |
$5.19K - $5.52K
|
409
$74.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-34- 4.78% |
$5.19K - $5.52K
|
677
$123K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-37- 1.37% |
$5.65K - $6.01K
|
2.66K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-38- 2.64% |
$5.8K - $6.17K
|
1.4K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-38- 2.11% |
$5.8K - $6.17K
|
1.76K
$321K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 2.77% |
$6.11K - $6.5K
|
1.41K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-41- 1.83% |
$6.26K - $6.66K
|
2.2K
$400K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-41- 2.98% |
$6.26K - $6.66K
|
1.34K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-41- 1.27% |
$6.26K - $6.66K
|
3.19K
$581K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43- 1.59% |
$6.57K - $6.98K
|
2.66K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-44- 1.4% |
$6.72K - $7.15K
|
3.11K
$566K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.36% |
$6.87K - $7.31K
|
3.27K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-45- 1.02% |
$6.87K - $7.31K
|
4.36K
$795K
|