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 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-48- 0.79% |
$7.33K - $7.8K
|
6.02K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-48- 12.4% |
$7.33K - $7.8K
|
339
$61.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 30.86% |
$7.64K - $8.12K
|
112
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 2.9% |
$7.64K - $8.12K
|
1.67K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-50- 1.31% |
$7.64K - $8.12K
|
3.76K
$685K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 0.4% |
$7.64K - $8.12K
|
12.4K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-51- 0.05% |
$7.79K - $8.28K
|
94.9K
$17.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53- 1.03% |
$8.1K - $8.61K
|
5.1K
$930K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-53- 0.61% |
$8.1K - $8.61K
|
8.66K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-53- 1.94% |
$8.1K - $8.61K
|
2.68K
$488K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-53- 1.42% |
$8.1K - $8.61K
|
3.67K
$668K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-54- 2.17% |
$8.25K - $8.77K
|
2.44K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-54- 1.29% |
$8.25K - $8.77K
|
4.12K
$750K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-55- 0.21% |
$8.4K - $8.93K
|
25.9K
$4.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-56- 0.82% |
$8.55K - $9.1K
|
6.8K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-56- 0.45% |
$8.55K - $9.1K
|
12.5K
$2.28M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-56- 4.45% |
$8.55K - $9.1K
|
1.2K
$219K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-58- 0.42% |
$8.86K - $9.42K
|
13.7K
$2.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-58- 13.88% |
$8.86K - $9.42K
|
360
$65.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-59- 0.37% |
$9.01K - $9.58K
|
15.8K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-59- 3.85% |
$9.01K - $9.58K
|
1.47K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-60- 2.76% |
$9.16K - $9.75K
|
2.12K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60- 2.63% |
$9.16K - $9.75K
|
2.22K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-60- 1.33% |
$9.16K - $9.75K
|
4.46K
$813K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-61- 0.86% |
$9.32K - $9.91K
|
7.06K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-62- 1.38% |
$9.47K - $10.1K
|
4.42K
$806K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-63- 0.15% |
$9.62K - $10.2K
|
41.2K
$7.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-64- 2.29% |
$9.78K - $10.4K
|
2.73K
$497K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-64- 4.8% |
$9.78K - $10.4K
|
1.27K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-64- 2.69% |
$9.78K - $10.4K
|
2.32K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-64- 32.65% |
$9.78K - $10.4K
|
132
$24K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-65- 1.76% |
$9.93K - $10.6K
|
3.62K
$660K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-65- 2.05% |
$9.93K - $10.6K
|
3.1K
$564K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-65- 0.97% |
$9.93K - $10.6K
|
6.67K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-65- 3.26% |
$9.93K - $10.6K
|
1.93K
$352K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-66- 0.07% |
$10.1K - $10.7K
|
98.9K
$18M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-66- 1.79% |
$10.1K - $10.7K
|
3.61K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-68- 2.26% |
$10.4K - $11K
|
2.95K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 2.89% |
$10.5K - $11.2K
|
2.32K
$422K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-69- 0.66% |
$10.5K - $11.2K
|
10.4K
$1.9M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-69- 4.8% |
$10.5K - $11.2K
|
1.37K
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-70- 0.38% |
$10.7K - $11.4K
|
18.1K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-70- 2.61% |
$10.7K - $11.4K
|
2.61K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-70- 5.34% |
$10.7K - $11.4K
|
1.24K
$226K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-70- 1.46% |
$10.7K - $11.4K
|
4.73K
$862K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-71- 0.19% |
$10.8K - $11.5K
|
38.1K
$6.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-71- 0.27% |
$10.8K - $11.5K
|
25.9K
$4.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-72- 4.55% |
$11K - $11.7K
|
1.51K
$275K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-74- 1.65% |
$11.3K - $12K
|
4.41K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-74- 0.96% |
$11.3K - $12K
|
7.62K
$1.39M
|