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 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 0.59% |
$73K - $77.6K
|
80.6K
$14.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-481- 10.5% |
$73.5K - $78.1K
|
4.1K
$747K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-482- 2.86% |
$73.6K - $78.3K
|
16.4K
$2.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-486- 3.4% |
$74.2K - $78.9K
|
13.8K
$2.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-494- 19.26% |
$75.5K - $80.2K
|
2.07K
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-495- 0.85% |
$75.6K - $80.4K
|
57.7K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-495- 17.9% |
$75.6K - $80.4K
|
2.27K
$413K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-496- 3.41% |
$75.8K - $80.6K
|
14K
$2.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-497- 10.98% |
$75.9K - $80.7K
|
4.03K
$734K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-499- 3.94% |
$76.2K - $81.1K
|
12.2K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-503- 17.96% |
$76.8K - $81.7K
|
2.3K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-503- 5.91% |
$76.8K - $81.7K
|
8K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-515- 3.63% |
$78.7K - $83.7K
|
13.7K
$2.49M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-518- 4.93% |
$79.1K - $84.1K
|
9.99K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.83% |
$79.9K - $85K
|
62.8K
$11.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-525- 16.38% |
$80.2K - $85.3K
|
2.68K
$488K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-527- 1.06% |
$80.5K - $85.6K
|
49.2K
$8.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-530- 5.63% |
$81K - $86.1K
|
8.89K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-535- 23.38% |
$81.7K - $86.9K
|
1.75K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-539- 9.78% |
$82.3K - $87.5K
|
4.98K
$906K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-549- 0.55% |
$83.9K - $89.2K
|
99.2K
$18.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-550- 16.34% |
$84K - $89.3K
|
2.82K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-553- 0.28% |
$84.5K - $89.8K
|
200K
$36.4M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-554- 2.1% |
$84.6K - $90K
|
25.8K
$4.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-557- 4.62% |
$85.1K - $90.5K
|
11.5K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-557- 1.21% |
$85.1K - $90.5K
|
45.3K
$8.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-560- 1.63% |
$85.5K - $91K
|
33.8K
$6.15M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-560- 1.63% |
$85.5K - $91K
|
33.8K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-565- 27.57% |
$86.3K - $91.8K
|
1.48K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-566- 2.84% |
$86.5K - $91.9K
|
19.4K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-570- 2.0% |
$87.1K - $92.6K
|
27.9K
$5.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-573- 4.56% |
$87.5K - $93.1K
|
12K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-574- 5.09% |
$87.7K - $93.2K
|
10.7K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-574- 4.74% |
$87.7K - $93.2K
|
11.5K
$2.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-575- 3.42% |
$87.8K - $93.4K
|
16.3K
$2.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-578- 4.01% |
$88.3K - $93.9K
|
13.8K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-579- 7.39% |
$88.4K - $94K
|
7.25K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-580- 0.86% |
$88.6K - $94.2K
|
66.9K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-585- 14.65% |
$89.4K - $95K
|
3.41K
$621K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-587- 9.42% |
$89.7K - $95.3K
|
5.65K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-590- 2.32% |
$90.1K - $95.8K
|
24.9K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-590- 1.01% |
$90.1K - $95.8K
|
57.6K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-600- 0.59% |
$91.6K - $97.5K
|
101K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-600- 8.07% |
$91.6K - $97.5K
|
6.83K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-601- 4.65% |
$91.8K - $97.6K
|
12.3K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-601- 1.1% |
$91.8K - $97.6K
|
53.9K
$9.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-605- 2.77% |
$92.4K - $98.3K
|
21.3K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-612- 3.63% |
$93.5K - $99.4K
|
16.3K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-617- 6.89% |
$94.2K - $100K
|
8.34K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-621- 1.27% |
$94.9K - $101K
|
48.2K
$8.78M
|