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 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-243- 0.23% |
$37.1K - $39.5K
|
104K
$18.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-245- 2.6% |
$37.4K - $39.8K
|
9.18K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-247- 7.54% |
$37.7K - $40.1K
|
3.03K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-249- 6.07% |
$38K - $40.4K
|
3.86K
$702K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 13.3% |
$38.2K - $40.6K
|
1.63K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-253- 9.84% |
$38.6K - $41.1K
|
2.32K
$422K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-253- 5.2% |
$38.6K - $41.1K
|
4.61K
$840K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-253- 2.16% |
$38.6K - $41.1K
|
11.5K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-257- 9.6% |
$39.3K - $41.7K
|
2.42K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-258- 3.69% |
$39.4K - $41.9K
|
6.74K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-261- 5.33% |
$39.9K - $42.4K
|
4.64K
$844K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-264- 4.2% |
$40.3K - $42.9K
|
6.03K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-265- 12.08% |
$40.5K - $43K
|
1.93K
$351K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-266- 7.94% |
$40.6K - $43.2K
|
3.08K
$562K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-267- 8.78% |
$40.8K - $43.4K
|
2.78K
$505K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-268- 10.68% |
$40.9K - $43.5K
|
2.24K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-269- 1.82% |
$41.1K - $43.7K
|
14.5K
$2.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-270- 2.54% |
$41.2K - $43.9K
|
10.4K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-274- 1.62% |
$41.9K - $44.5K
|
16.6K
$3.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-280- 3.13% |
$42.8K - $45.5K
|
8.67K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-282- 0.86% |
$43.1K - $45.8K
|
32.3K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-283- 11.74% |
$43.2K - $46K
|
2.13K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-284- 4.82% |
$43.4K - $46.1K
|
5.61K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-286- 14.63% |
$43.7K - $46.5K
|
1.67K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-288- 4.81% |
$44K - $46.8K
|
5.7K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-289- 7.45% |
$44.1K - $46.9K
|
3.59K
$654K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-289- 0.59% |
$44.1K - $46.9K
|
48.7K
$8.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-290- 8.36% |
$44.3K - $47.1K
|
3.18K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-290- 5.77% |
$44.3K - $47.1K
|
4.74K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-298- 14.24% |
$45.5K - $48.4K
|
1.79K
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-300- 4.9% |
$45.8K - $48.7K
|
5.83K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-300- 11.3% |
$45.8K - $48.7K
|
2.36K
$429K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-302- 5.48% |
$46.1K - $49.1K
|
5.21K
$948K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-304- 4.38% |
$46.4K - $49.4K
|
6.64K
$1.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-308- 4.84% |
$47K - $50K
|
6.06K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-311- 1.05% |
$47.5K - $50.5K
|
29.3K
$5.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-312- 1.14% |
$47.7K - $50.7K
|
27K
$4.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-314- 1.16% |
$48K - $51K
|
26.7K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-314- 2.41% |
$48K - $51K
|
12.7K
$2.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-317- 29.93% |
$48.4K - $51.5K
|
742
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-324- 1.7% |
$49.5K - $52.6K
|
18.7K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-329- 14.47% |
$50.3K - $53.4K
|
1.94K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-332- 1.24% |
$50.7K - $53.9K
|
26.4K
$4.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-334- 5.76% |
$51K - $54.3K
|
5.46K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-336- 13.76% |
$51.3K - $54.6K
|
2.11K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-337- 8.94% |
$51.5K - $54.7K
|
3.43K
$626K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-344- 3.53% |
$52.5K - $55.9K
|
9.39K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-349- 11.74% |
$53.3K - $56.7K
|
2.62K
$478K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-350- 5.59% |
$53.5K - $56.9K
|
5.91K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-350- 1.11% |
$53.5K - $56.9K
|
31.3K
$5.7M
|