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
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-621- 6.04% |
$94.9K - $101K
|
9.67K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-627- 6.52% |
$95.8K - $102K
|
8.99K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-639- 2.92% |
$97.6K - $104K
|
21.3K
$3.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-640- 1.63% |
$97.8K - $104K
|
38.6K
$7.02M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-646- 32.88% |
$98.7K - $105K
|
1.32K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-651- 1.3% |
$99.4K - $106K
|
49.3K
$8.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-653- 1.75% |
$99.7K - $106K
|
36.6K
$6.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-655- 6.47% |
$100K - $106K
|
9.46K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-657- 14.94% |
$100K - $107K
|
3.74K
$681K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-671- 5.9% |
$102K - $109K
|
10.7K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-676- 24.9% |
$103K - $110K
|
2.04K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-688- 9.59% |
$105K - $112K
|
6.48K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-690- 32.86% |
$105K - $112K
|
1.41K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-692- 6.81% |
$106K - $112K
|
9.47K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-695- 1.5% |
$106K - $113K
|
45.7K
$8.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-700- 13.44% |
$107K - $114K
|
4.51K
$821K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-700- 8.29% |
$107K - $114K
|
7.75K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-701- 2.6% |
$107K - $114K
|
26.3K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-701- 24.88% |
$107K - $114K
|
2.12K
$385K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-708- 19.62% |
$108K - $115K
|
2.9K
$528K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-718- 2.04% |
$110K - $117K
|
34.6K
$6.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-732- 48.96% |
$112K - $119K
|
763
$139K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-737- 0.92% |
$113K - $120K
|
79.4K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-740- 26.42% |
$113K - $120K
|
2.06K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-759- 6.2% |
$116K - $123K
|
11.5K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-761- 0.25% |
$116K - $124K
|
299K
$54.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-775- 8.0% |
$118K - $126K
|
8.91K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-776- 0.63% |
$119K - $126K
|
122K
$22.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-780- 16.09% |
$119K - $127K
|
4.07K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-795- 8.58% |
$121K - $129K
|
8.48K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-795- 3.24% |
$121K - $129K
|
23.7K
$4.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-801- 11.7% |
$122K - $130K
|
6.05K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-811- 0.5% |
$124K - $132K
|
160K
$29.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-817- 0.64% |
$125K - $133K
|
127K
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-819- 0.8% |
$125K - $133K
|
102K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-820- 3.49% |
$125K - $133K
|
22.7K
$4.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-865- 3.22% |
$132K - $141K
|
26K
$4.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-883- 4.38% |
$135K - $143K
|
19.3K
$3.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-904- 5.99% |
$138K - $147K
|
14.2K
$2.58M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-913- 9.38% |
$139K - $148K
|
8.82K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-919- 1.72% |
$140K - $149K
|
52.6K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-924- 6.6% |
$141K - $150K
|
13.1K
$2.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-925- 2.0% |
$141K - $150K
|
45.3K
$8.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-940- 35.46% |
$144K - $153K
|
1.71K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-942- 21.0% |
$144K - $153K
|
3.54K
$645K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-945- 2.55% |
$144K - $153K
|
36.2K
$6.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-967- 2.02% |
$148K - $157K
|
47K
$8.56M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1K- 7.53% |
$153K - $162K
|
12.3K
$2.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.01K- 7.2% |
$154K - $164K
|
13K
$2.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.02K- 1.97% |
$155K - $165K
|
50.6K
$9.22M
|