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
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 21.09% |
$264K - $280K
|
6.46K
$1.18M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.73K- 22.73% |
$265K - $282K
|
5.9K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.74K- 2.76% |
$266K - $283K
|
61.4K
$11.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.76K- 1.81% |
$268K - $285K
|
95.2K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-1.76K- 35.05% |
$268K - $285K
|
3.25K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.76K- 3.51% |
$268K - $285K
|
48.3K
$8.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.78K- 21.86% |
$271K - $288K
|
6.35K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 11.62% |
$276K - $293K
|
13.7K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.83K- 4.13% |
$280K - $297K
|
42.5K
$7.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.84K- 5.45% |
$280K - $298K
|
31.8K
$5.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.62% |
$282K - $300K
|
49.2K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.86K- 0.74% |
$283K - $301K
|
250K
$45.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.86K- 1.73% |
$285K - $303K
|
106K
$19.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.87K- 0.84% |
$285K - $303K
|
219K
$39.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.87K- 2.98% |
$286K - $304K
|
60.9K
$11.1M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.88K- 34.19% |
$287K - $306K
|
3.62K
$659K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 2.98% |
$288K - $307K
|
61.4K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.9K- 16.7% |
$290K - $308K
|
9.46K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.91K- 6.48% |
$291K - $310K
|
27.5K
$5.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.91K- 2.87% |
$292K - $310K
|
64.6K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.98K- 1.17% |
$303K - $322K
|
168K
$30.6M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 13.3% |
$304K - $323K
|
13K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2.01K- 4.21% |
$307K - $326K
|
45.7K
$8.33M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 1.13% |
$308K - $327K
|
177K
$32.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.02K- 40.96% |
$308K - $328K
|
2.91K
$530K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.02K- 40.96% |
$308K - $328K
|
2.91K
$530K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.02K- 2.89% |
$308K - $328K
|
67.9K
$12.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-2.02K- 17.08% |
$309K - $329K
|
9.82K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.02K- 9.08% |
$309K - $329K
|
20.3K
$3.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.04K- 9.82% |
$311K - $331K
|
18.7K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.1K- 37.71% |
$320K - $340K
|
3.46K
$630K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.11K- 0.78% |
$322K - $342K
|
266K
$48.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.16K- 23.94% |
$329K - $350K
|
6.85K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.18K- 20.25% |
$333K - $354K
|
8.59K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.21K- 22.86% |
$338K - $359K
|
7.46K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.22K- 2.67% |
$340K - $361K
|
81K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 2.65% |
$341K - $363K
|
82.1K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.24K- 1.06% |
$342K - $364K
|
209K
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.34K- 31.26% |
$357K - $379K
|
5.13K
$935K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 2.94% |
$359K - $382K
|
77.6K
$14.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.41K- 9.18% |
$369K - $392K
|
23.9K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.42K- 1.03% |
$370K - $394K
|
232K
$42.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-2.43K- 11.18% |
$371K - $394K
|
19.3K
$3.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.45K- 4.14% |
$374K - $398K
|
56.7K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.48K- 28.39% |
$379K - $403K
|
6.25K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.5K- 8.77% |
$382K - $406K
|
26K
$4.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.51K- 14.09% |
$383K - $407K
|
15.3K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.53K- 3.03% |
$386K - $411K
|
80.9K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.53K- 1.13% |
$387K - $411K
|
222K
$40.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 28.0% |
$390K - $415K
|
6.57K
$1.2M
|