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
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-167- 5.3% |
$25.5K - $27.1K
|
2.98K
$543K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-170- 0.6% |
$26K - $27.6K
|
28K
$5.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-170- 10.95% |
$26K - $27.6K
|
1.38K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 6.1% |
$26K - $27.6K
|
2.62K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-170- 1.92% |
$26K - $27.6K
|
8.69K
$1.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-171- 3.61% |
$26.1K - $27.8K
|
4.56K
$831K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-172- 0.15% |
$26.3K - $27.9K
|
114K
$20.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-172- 2.61% |
$26.3K - $27.9K
|
6.42K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 1.27% |
$26.3K - $27.9K
|
13.4K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-173- 2.82% |
$26.4K - $28.1K
|
5.95K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-179- 1.56% |
$27.3K - $29.1K
|
11.3K
$2.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-185- 0.86% |
$28.3K - $30K
|
21.4K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-185- 0.89% |
$28.3K - $30K
|
20.5K
$3.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-186- 6.57% |
$28.4K - $30.2K
|
2.65K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-186- 2.68% |
$28.4K - $30.2K
|
6.77K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 0.01% |
$28.6K - $30.4K
|
1.96M
$357M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-190- 4.37% |
$29K - $30.9K
|
4.16K
$757K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-191- 10.51% |
$29.2K - $31K
|
1.63K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-198- 0.17% |
$30.2K - $32.2K
|
119K
$21.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-200- 6.18% |
$30.5K - $32.5K
|
3.04K
$553K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 11.69% |
$30.5K - $32.5K
|
1.51K
$275K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-204- 10.29% |
$31.2K - $33.1K
|
1.78K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-204- 1.84% |
$31.2K - $33.1K
|
10.9K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-205- 2.23% |
$31.3K - $33.3K
|
8.99K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-205- 0.83% |
$31.3K - $33.3K
|
24.4K
$4.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-205- 8.36% |
$31.3K - $33.3K
|
2.25K
$409K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-207- 1.97% |
$31.6K - $33.6K
|
10.3K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-208- 13.32% |
$31.8K - $33.8K
|
1.35K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-210- 4.96% |
$32.1K - $34.1K
|
4.02K
$732K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-210- 2.82% |
$32.1K - $34.1K
|
7.25K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-215- 2.3% |
$32.8K - $34.9K
|
9.14K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-217- 2.59% |
$33.1K - $35.2K
|
8.16K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-220- 1.8% |
$33.6K - $35.7K
|
12K
$2.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-223- 1.4% |
$34.1K - $36.2K
|
15.7K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-223- 5.38% |
$34.1K - $36.2K
|
3.92K
$714K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-224- 0.69% |
$34.2K - $36.4K
|
32.2K
$5.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-224- 1.16% |
$34.2K - $36.4K
|
19K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-225- 9.18% |
$34.4K - $36.5K
|
2.23K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-225- 3.78% |
$34.4K - $36.5K
|
5.73K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-229- 8.6% |
$35K - $37.2K
|
2.44K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-229- 3.53% |
$35K - $37.2K
|
6.26K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-234- 0.36% |
$35.7K - $38K
|
64.7K
$11.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-237- 2.02% |
$36.2K - $38.5K
|
11.5K
$2.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-237- 4.82% |
$36.2K - $38.5K
|
4.68K
$852K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-238- 0.78% |
$36.4K - $38.7K
|
30.3K
$5.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-239- 1.58% |
$36.5K - $38.8K
|
14.8K
$2.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-240- 1.22% |
$36.7K - $39K
|
19.5K
$3.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-240- 2.49% |
$36.7K - $39K
|
9.39K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-240- 1.36% |
$36.7K - $39K
|
17.4K
$3.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-242- 0.28% |
$37K - $39.3K
|
85.1K
$15.5M
|