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 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
24.7K+ 163.88% |
$3.77M - $4.01M
|
39.7K
$7.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24.7K+ 40.76% |
$3.77M - $4.01M
|
85.2K
$15.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 26.55% |
$3.58M - $3.81M
|
112K
$20.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
23.1K+ 4.78% |
$3.53M - $3.75M
|
507K
$92.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.9K+ 3.02% |
$3.49M - $3.71M
|
779K
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
22.9K+ 48.68% |
$3.49M - $3.71M
|
69.8K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
22.7K+ 5.45% |
$3.46M - $3.68M
|
439K
$79.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.2K+ 24.16% |
$3.39M - $3.61M
|
114K
$20.8M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 30379.17% |
$3.34M - $3.55M
|
21.9K
$4M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
21.5K+ 15.51% |
$3.28M - $3.48M
|
160K
$29.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
21.4K+ 25.66% |
$3.27M - $3.48M
|
105K
$19.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
21.2K+ 7.46% |
$3.24M - $3.45M
|
306K
$55.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
20.9K+ 10.39% |
$3.2M - $3.4M
|
222K
$40.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 4.11% |
$3.16M - $3.36M
|
524K
$95.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
20.4K+ 10.29% |
$3.12M - $3.32M
|
219K
$39.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.2KNew |
$3.09M - $3.29M
|
20.2K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
19.5K+ 10.28% |
$2.99M - $3.18M
|
210K
$38.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
19.2K+ 6.88% |
$2.93M - $3.12M
|
298K
$54.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18.9K+ 1.9% |
$2.89M - $3.07M
|
1.01M
$185M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.8KNew |
$2.88M - $3.06M
|
18.8K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.7K+ 142.68% |
$2.86M - $3.04M
|
31.8K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
18.7K+ 36.03% |
$2.86M - $3.04M
|
70.6K
$12.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 32.18% |
$2.7M - $2.87M
|
72.5K
$13.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17K+ 657.21% |
$2.6M - $2.77M
|
19.6K
$3.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
16.8K+ 19.7% |
$2.57M - $2.73M
|
102K
$18.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
16.8K+ 34.78% |
$2.56M - $2.72M
|
65K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.2K+ 14.06% |
$2.33M - $2.48M
|
124K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.2K+ 70.12% |
$2.32M - $2.47M
|
36.9K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.1K+ 1.35% |
$2.31M - $2.46M
|
1.14M
$207M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.9K+ 20.44% |
$2.27M - $2.42M
|
87.7K
$16M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
14.7KNew |
$2.24M - $2.39M
|
14.7K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14.5K+ 10.31% |
$2.21M - $2.36M
|
155K
$28.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
13.8KNew |
$2.11M - $2.25M
|
13.8K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.7K+ 15.71% |
$2.1M - $2.23M
|
101K
$18.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 13.17% |
$2.09M - $2.22M
|
118K
$21.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
13.6K+ 112.79% |
$2.07M - $2.2M
|
25.6K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
13.4K+ 34.11% |
$2.05M - $2.18M
|
52.8K
$9.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13K+ 17.86% |
$1.98M - $2.11M
|
85.5K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 27.09% |
$1.91M - $2.04M
|
58.8K
$10.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
12.4K+ 35.2% |
$1.89M - $2.01M
|
47.6K
$8.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.2K+ 1.86% |
$1.87M - $1.99M
|
668K
$122M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8K+ 4.91% |
$1.8M - $1.91M
|
252K
$45.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 8.9% |
$1.75M - $1.86M
|
140K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4K+ 80.85% |
$1.74M - $1.85M
|
25.5K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 2.97% |
$1.7M - $1.81M
|
387K
$70.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
11K+ 1.68% |
$1.67M - $1.78M
|
663K
$121M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.3K+ 189.4% |
$1.58M - $1.68M
|
15.8K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$1.58M - $1.68M
|
10.3K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.3K+ 142.62% |
$1.57M - $1.67M
|
17.5K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
10.2K+ 8.16% |
$1.56M - $1.66M
|
135K
$24.7M
|