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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.78K- 0.5% |
$730K - $777K
|
951K
$173M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.79K- 3.12% |
$731K - $778K
|
149K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.8K- 9.71% |
$733K - $780K
|
44.6K
$8.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.88K- 9.89% |
$746K - $793K
|
44.5K
$8.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-4.9K- 10.15% |
$748K - $795K
|
43.3K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 52.15% |
$755K - $803K
|
4.54K
$827K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-5.01K- 4.4% |
$764K - $813K
|
109K
$19.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.06K- 2.39% |
$773K - $822K
|
207K
$37.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.26K- 20.19% |
$803K - $854K
|
20.8K
$3.79M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.33K- 27.31% |
$813K - $865K
|
14.2K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.42K- 20.75% |
$828K - $880K
|
20.7K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.47K- 10.44% |
$835K - $888K
|
46.9K
$8.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.5K- 2.65% |
$840K - $894K
|
202K
$36.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.54K- 32.54% |
$846K - $899K
|
11.5K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.55K- 60.6% |
$848K - $901K
|
3.61K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.57K- 22.12% |
$850K - $904K
|
19.6K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.59K- 1.38% |
$854K - $908K
|
399K
$72.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.61K- 70.6% |
$857K - $911K
|
2.34K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-5.62K- 3.63% |
$858K - $912K
|
149K
$27.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.63K- 12.88% |
$859K - $914K
|
38.1K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.76K- 23.97% |
$879K - $935K
|
18.3K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.81K- 24.65% |
$888K - $944K
|
17.8K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.93K- 13.72% |
$905K - $963K
|
37.3K
$6.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.99K- 3.32% |
$914K - $972K
|
174K
$31.8M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-6K- 66.66% |
$916K - $974K
|
3K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.02K- 27.63% |
$920K - $978K
|
15.8K
$2.87M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.03K- 80.78% |
$921K - $979K
|
1.43K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.1K- 0.9% |
$932K - $991K
|
675K
$123M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.17K- 8.5% |
$942K - $1M
|
66.4K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.18K- 46.61% |
$944K - $1M
|
7.08K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6.21K- 17.59% |
$949K - $1.01M
|
29.1K
$5.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.24K- 28.54% |
$952K - $1.01M
|
15.6K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.27K- 5.43% |
$958K - $1.02M
|
109K
$19.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.31K- 26.54% |
$963K - $1.02M
|
17.5K
$3.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.32K- 18.48% |
$966K - $1.03M
|
27.9K
$5.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-6.43K- 9.18% |
$982K - $1.04M
|
63.6K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.44K- 13.36% |
$984K - $1.05M
|
41.8K
$7.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.45K- 3.65% |
$985K - $1.05M
|
170K
$31M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-6.7K- 3.81% |
$1.02M - $1.09M
|
169K
$30.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.92K- 8.91% |
$1.06M - $1.12M
|
70.7K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-7.06K- 9.38% |
$1.08M - $1.15M
|
68.2K
$12.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.09K- 21.45% |
$1.08M - $1.15M
|
25.9K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.26K- 46.38% |
$1.11M - $1.18M
|
8.4K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.76K- 53.32% |
$1.19M - $1.26M
|
6.79K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.85K- 3.23% |
$1.2M - $1.28M
|
235K
$42.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-7.89K- 6.86% |
$1.2M - $1.28M
|
107K
$19.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-8.62K- 27.53% |
$1.32M - $1.4M
|
22.7K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.06K- 1.67% |
$1.38M - $1.47M
|
534K
$97.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10K- 6.54% |
$1.53M - $1.62M
|
143K
$26M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-10K- 2.87% |
$1.53M - $1.63M
|
339K
$61.7M
|