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 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-75- 4.14% |
$11.5K - $12.2K
|
1.74K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 2.43% |
$11.5K - $12.2K
|
3.02K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 1.22% |
$11.5K - $12.2K
|
6.05K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-76- 30.28% |
$11.6K - $12.3K
|
175
$31.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-76- 0.87% |
$11.6K - $12.3K
|
8.65K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-76- 0.35% |
$11.6K - $12.3K
|
21.5K
$3.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-79- 11.47% |
$12.1K - $12.8K
|
610
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-79- 3.72% |
$12.1K - $12.8K
|
2.05K
$373K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-80- 2.87% |
$12.2K - $13K
|
2.71K
$494K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-80- 2.34% |
$12.2K - $13K
|
3.35K
$609K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-80- 58.82% |
$12.2K - $13K
|
56
$10.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-82- 3.09% |
$12.5K - $13.3K
|
2.58K
$469K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-83- 70.94% |
$12.7K - $13.5K
|
34
$6.19K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-86- 6.58% |
$13.1K - $14K
|
1.22K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-86- 2.82% |
$13.1K - $14K
|
2.97K
$540K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-87- 0.95% |
$13.3K - $14.1K
|
9.12K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-89- 3.23% |
$13.6K - $14.5K
|
2.67K
$486K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-91- 2.7% |
$13.9K - $14.8K
|
3.28K
$598K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-91- 3.29% |
$13.9K - $14.8K
|
2.68K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-95- 5.76% |
$14.5K - $15.4K
|
1.55K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-98- 2.21% |
$15K - $15.9K
|
4.33K
$789K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-99- 3.59% |
$15.1K - $16.1K
|
2.66K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-99- 1.38% |
$15.1K - $16.1K
|
7.05K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 0.45% |
$15.3K - $16.2K
|
22K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 17.12% |
$15.3K - $16.2K
|
484
$88.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 5.08% |
$15.3K - $16.2K
|
1.87K
$340K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 3.55% |
$15.3K - $16.2K
|
2.72K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-102- 0.65% |
$15.6K - $16.6K
|
15.5K
$2.83M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-102- 6.32% |
$15.6K - $16.6K
|
1.51K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-105- 3.32% |
$16K - $17.1K
|
3.06K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-105- 2.78% |
$16K - $17.1K
|
3.67K
$668K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-105- 0.35% |
$16K - $17.1K
|
30K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-107- 40.07% |
$16.3K - $17.4K
|
160
$29.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-108- 4.88% |
$16.5K - $17.5K
|
2.1K
$383K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-109- 1.74% |
$16.6K - $17.7K
|
6.15K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-110- 1.82% |
$16.8K - $17.9K
|
5.94K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-110- 1.53% |
$16.8K - $17.9K
|
7.09K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-110- 1.95% |
$16.8K - $17.9K
|
5.52K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-112- 0.53% |
$17.1K - $18.2K
|
21K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-112- 0.56% |
$17.1K - $18.2K
|
19.7K
$3.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-116- 2.54% |
$17.7K - $18.8K
|
4.44K
$809K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-116- 3.19% |
$17.7K - $18.8K
|
3.52K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-116- 2.64% |
$17.7K - $18.8K
|
4.27K
$778K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-116- 2.27% |
$17.7K - $18.8K
|
4.99K
$909K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-117- 0.54% |
$17.9K - $19K
|
21.7K
$3.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-119- 1.2% |
$18.2K - $19.3K
|
9.76K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-120- 2.25% |
$18.3K - $19.5K
|
5.22K
$951K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-122- 0.37% |
$18.6K - $19.8K
|
32.6K
$5.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-125- 0.79% |
$19.1K - $20.3K
|
15.7K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-125- 5.42% |
$19.1K - $20.3K
|
2.18K
$397K
|