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 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-127- 1.03% |
$19.4K - $20.6K
|
12.2K
$2.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-127- 7.77% |
$19.4K - $20.6K
|
1.51K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-127- 4.57% |
$19.4K - $20.6K
|
2.65K
$483K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-127- 1.77% |
$19.4K - $20.6K
|
7.03K
$1.28M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-128- 6.88% |
$19.6K - $20.8K
|
1.73K
$315K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-129- 3.55% |
$19.7K - $21K
|
3.5K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-129- 1.03% |
$19.7K - $21K
|
12.4K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-131- 0.39% |
$20K - $21.3K
|
33.8K
$6.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-133- 1.4% |
$20.3K - $21.6K
|
9.34K
$1.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-134- 1.14% |
$20.5K - $21.8K
|
11.6K
$2.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-134- 27.18% |
$20.5K - $21.8K
|
359
$65.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-135- 0.55% |
$20.6K - $21.9K
|
24.4K
$4.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-135- 2.21% |
$20.6K - $21.9K
|
5.96K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-138- 32.17% |
$21.1K - $22.4K
|
291
$53K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-139- 1.98% |
$21.2K - $22.6K
|
6.88K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-139- 7.84% |
$21.2K - $22.6K
|
1.64K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-140- 0.64% |
$21.4K - $22.7K
|
21.7K
$3.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-140- 0.89% |
$21.4K - $22.7K
|
15.5K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-143- 1.8% |
$21.8K - $23.2K
|
7.79K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-143- 3.98% |
$21.8K - $23.2K
|
3.45K
$628K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-145- 8.81% |
$22.1K - $23.6K
|
1.5K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-145- 7.96% |
$22.1K - $23.6K
|
1.68K
$305K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-145- 1.45% |
$22.1K - $23.6K
|
9.87K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-147- 5.37% |
$22.5K - $23.9K
|
2.59K
$471K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-147- 0.95% |
$22.5K - $23.9K
|
15.3K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-148- 2.4% |
$22.6K - $24K
|
6.02K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-149- 0.22% |
$22.8K - $24.2K
|
66.2K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-149- 7.11% |
$22.8K - $24.2K
|
1.95K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-149- 33.18% |
$22.8K - $24.2K
|
300
$54.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-150- 7.05% |
$22.9K - $24.4K
|
1.98K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-150- 14.52% |
$22.9K - $24.4K
|
883
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 3.19% |
$22.9K - $24.4K
|
4.56K
$830K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-151- 10.05% |
$23.1K - $24.5K
|
1.35K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-152- 0.69% |
$23.2K - $24.7K
|
21.9K
$3.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 2.39% |
$23.2K - $24.7K
|
6.21K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-154- 0.44% |
$23.5K - $25K
|
34.8K
$6.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-154- 1.3% |
$23.5K - $25K
|
11.7K
$2.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-156- 0.91% |
$23.8K - $25.3K
|
16.9K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-156- 10.46% |
$23.8K - $25.3K
|
1.34K
$243K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-157- 1.96% |
$24K - $25.5K
|
7.83K
$1.43M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-157- 1.96% |
$24K - $25.5K
|
7.83K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-158- 1.15% |
$24.1K - $25.7K
|
13.6K
$2.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-158- 1.2% |
$24.1K - $25.7K
|
13K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-159- 5.07% |
$24.3K - $25.8K
|
2.98K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-160- 8.16% |
$24.4K - $26K
|
1.8K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-160- 0.82% |
$24.4K - $26K
|
19.4K
$3.53M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-161- 0.77% |
$24.6K - $26.2K
|
20.8K
$3.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-161- 1.41% |
$24.6K - $26.2K
|
11.3K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-165- 3.76% |
$25.2K - $26.8K
|
4.22K
$769K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-166- 2.77% |
$25.4K - $27K
|
5.83K
$1.06M
|