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 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.02K- 2.21% |
$156K - $166K
|
45K
$8.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.04K- 14.85% |
$158K - $168K
|
5.94K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.08K- 6.49% |
$164K - $175K
|
15.5K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 6.31% |
$168K - $179K
|
16.3K
$2.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 13.8% |
$170K - $181K
|
6.97K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.12K- 1.86% |
$170K - $181K
|
58.7K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.12K- 22.01% |
$172K - $182K
|
3.98K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.13K- 5.58% |
$173K - $184K
|
19.2K
$3.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.14K- 2.91% |
$175K - $186K
|
38.1K
$6.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.16K- 7.21% |
$177K - $188K
|
14.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.18K- 1.76% |
$180K - $192K
|
66K
$12M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 31.52% |
$183K - $195K
|
2.6K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.21K- 2.21% |
$185K - $197K
|
53.6K
$9.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.23K- 38.99% |
$187K - $199K
|
1.92K
$349K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.24K- 0.73% |
$189K - $201K
|
169K
$30.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.25K- 17.05% |
$192K - $204K
|
6.1K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.27K- 28.73% |
$194K - $206K
|
3.15K
$573K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.27K- 4.76% |
$194K - $206K
|
25.4K
$4.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.28K- 0.36% |
$196K - $208K
|
353K
$64.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 1.94% |
$198K - $210K
|
65.4K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.31K- 2.12% |
$200K - $212K
|
60.4K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.31K- 3.09% |
$200K - $213K
|
41K
$7.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 4.43% |
$201K - $213K
|
28.3K
$5.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.32K- 6.29% |
$201K - $214K
|
19.6K
$3.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.33K- 31.29% |
$203K - $216K
|
2.91K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.34K- 1.12% |
$204K - $217K
|
118K
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.34K- 0.23% |
$205K - $218K
|
574K
$105M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.35K- 15.38% |
$206K - $219K
|
7.43K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.36K- 20.72% |
$207K - $220K
|
5.19K
$946K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.41K- 13.43% |
$215K - $229K
|
9.08K
$1.65M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.45K- 0.5% |
$221K - $236K
|
290K
$52.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.45K- 47.36% |
$222K - $236K
|
1.61K
$294K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.46K- 2.05% |
$223K - $237K
|
69.8K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.47K- 1.95% |
$225K - $239K
|
74K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.48K- 15.89% |
$225K - $240K
|
7.81K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.48K- 25.57% |
$226K - $241K
|
4.31K
$785K
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.51K- 2.11% |
$230K - $244K
|
69.9K
$12.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.51K- 1.04% |
$231K - $245K
|
144K
$26.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.52K- 1.76% |
$232K - $247K
|
84.9K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.52K- 4.08% |
$233K - $247K
|
35.8K
$6.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.56K- 4.24% |
$238K - $253K
|
35.1K
$6.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.6K- 26.41% |
$245K - $260K
|
4.46K
$813K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.6K- 15.15% |
$245K - $260K
|
8.97K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.63K- 4.51% |
$248K - $264K
|
34.4K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 9.96% |
$251K - $267K
|
14.9K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.65K- 5.41% |
$251K - $267K
|
28.8K
$5.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.65K- 19.04% |
$252K - $268K
|
7.02K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-1.69K- 6.12% |
$258K - $275K
|
26K
$4.73M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.71K- 19.62% |
$261K - $277K
|
7K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 2.93% |
$264K - $280K
|
57.1K
$10.4M
|