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 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-351- 1.72% |
$53.6K - $57K
|
20K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-352- 1.94% |
$53.8K - $57.2K
|
17.8K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-353- 7.58% |
$53.9K - $57.3K
|
4.3K
$784K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-354- 1.49% |
$54.1K - $57.5K
|
23.4K
$4.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 3.91% |
$54.4K - $57.8K
|
8.74K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-363- 17.16% |
$55.4K - $59K
|
1.75K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-363- 8.56% |
$55.4K - $59K
|
3.88K
$707K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-364- 1.77% |
$55.6K - $59.1K
|
20.3K
$3.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-366- 1.17% |
$55.9K - $59.4K
|
30.9K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-367- 71.4% |
$56.1K - $59.6K
|
147
$26.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-368- 1.16% |
$56.2K - $59.8K
|
31.3K
$5.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-370- 9.74% |
$56.5K - $60.1K
|
3.43K
$624K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-374- 0.37% |
$57.1K - $60.7K
|
101K
$18.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-381- 8.88% |
$58.2K - $61.9K
|
3.91K
$712K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-382- 16.99% |
$58.3K - $62K
|
1.87K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-386- 4.38% |
$59K - $62.7K
|
8.43K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-391- 0.02% |
$59.7K - $63.5K
|
1.69M
$308M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-399- 11.08% |
$60.9K - $64.8K
|
3.2K
$583K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-399- 3.35% |
$60.9K - $64.8K
|
11.5K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-400- 2.28% |
$61.1K - $65K
|
17.2K
$3.13M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 0.85% |
$61.1K - $65K
|
46.9K
$8.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-400- 2.15% |
$61.1K - $65K
|
18.2K
$3.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-415- 11.13% |
$63.4K - $67.4K
|
3.31K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-415- 9.94% |
$63.4K - $67.4K
|
3.76K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-417- 0.06% |
$63.7K - $67.7K
|
722K
$132M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-424- 0.37% |
$64.8K - $68.9K
|
113K
$20.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-426- 1.81% |
$65.1K - $69.2K
|
23.1K
$4.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-428- 0.77% |
$65.4K - $69.5K
|
55.2K
$10M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-428- 0.36% |
$65.4K - $69.5K
|
119K
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-433- 10.3% |
$66.1K - $70.3K
|
3.77K
$687K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-435- 9.85% |
$66.4K - $70.7K
|
3.98K
$725K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-435- 6.69% |
$66.4K - $70.7K
|
6.07K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-435- 1.16% |
$66.4K - $70.7K
|
37K
$6.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-436- 1.56% |
$66.6K - $70.8K
|
27.5K
$5.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-438- 5.12% |
$66.9K - $71.1K
|
8.11K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-443- 0.89% |
$67.7K - $72K
|
49.2K
$8.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-452- 22.58% |
$69K - $73.4K
|
1.55K
$282K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-455- 7.64% |
$69.5K - $73.9K
|
5.5K
$1M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-458- 2.61% |
$70K - $74.4K
|
17.1K
$3.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-459- 1.27% |
$70.1K - $74.6K
|
35.7K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-460- 4.97% |
$70.3K - $74.7K
|
8.8K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-461- 9.47% |
$70.4K - $74.9K
|
4.41K
$803K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-466- 6.73% |
$71.2K - $75.7K
|
6.46K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-467- 10.15% |
$71.3K - $75.9K
|
4.13K
$753K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-468- 0.94% |
$71.5K - $76K
|
49.3K
$8.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-469- 0.94% |
$71.6K - $76.2K
|
49.7K
$9.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-471- 25.21% |
$71.9K - $76.5K
|
1.4K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-473- 8.95% |
$72.2K - $76.8K
|
4.81K
$876K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-474- 17.69% |
$72.4K - $77K
|
2.21K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-475- 3.48% |
$72.6K - $77.2K
|
13.2K
$2.4M
|