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 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.2K- 13.48% |
$1.55M - $1.65M
|
65.2K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3K- 43.38% |
$1.57M - $1.67M
|
13.4K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.8K- 24.03% |
$1.66M - $1.76M
|
34.3K
$6.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-11.9K- 4.82% |
$1.82M - $1.94M
|
235K
$42.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.2K- 29.63% |
$2.02M - $2.15M
|
31.4K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 3.92% |
$2.08M - $2.21M
|
334K
$60.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-13.8K- 68.5% |
$2.1M - $2.24M
|
6.33K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.9K- 17.8% |
$2.13M - $2.26M
|
64.4K
$11.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-14.2K- 71.6% |
$2.17M - $2.3M
|
5.63K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.4K- 10.0% |
$2.21M - $2.35M
|
130K
$23.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.5K- 35.15% |
$2.21M - $2.36M
|
26.8K
$4.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.4K- 23.09% |
$2.35M - $2.49M
|
51.2K
$9.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.2K- 3.99% |
$2.47M - $2.63M
|
390K
$71M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-17.6K- 16.13% |
$2.69M - $2.86M
|
91.5K
$16.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-19.2K- 14.14% |
$2.93M - $3.11M
|
116K
$21.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20.3K- 17.62% |
$3.1M - $3.3M
|
95.1K
$17.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21K- 9.05% |
$3.21M - $3.41M
|
211K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 1.68% |
$3.37M - $3.59M
|
1.29M
$236M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.5K- 17.99% |
$3.43M - $3.65M
|
102K
$18.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-22.7K- 77.56% |
$3.47M - $3.68M
|
6.56K
$1.2M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22.7K- 49.24% |
$3.47M - $3.69M
|
23.4K
$4.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.3K- 1.55% |
$3.55M - $3.78M
|
1.48M
$270M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-23.6K- 19.93% |
$3.6M - $3.83M
|
94.8K
$17.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.3K- 18.51% |
$3.71M - $3.95M
|
107K
$19.5M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.6K- 16.11% |
$3.76M - $4M
|
128K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.9K- 4.08% |
$3.8M - $4.04M
|
586K
$107M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.9K- 4.08% |
$3.8M - $4.04M
|
586K
$107M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25.9K- 10.41% |
$3.95M - $4.2M
|
223K
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.1K- 6.93% |
$4.29M - $4.57M
|
377K
$68.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.5K- 0.78% |
$4.35M - $4.63M
|
3.62M
$658M
|
|
|
Aug 01, 2023
Q2 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-32.1K- 13.17% |
$4.91M - $5.22M
|
212K
$38.6M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-33.6K- 13.62% |
$5.14M - $5.46M
|
213K
$38.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-34.4K- 35.1% |
$5.25M - $5.59M
|
63.6K
$11.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-35K- 13.47% |
$5.35M - $5.69M
|
225K
$41M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.7K- 8.98% |
$5.61M - $5.96M
|
372K
$67.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41.6K- 51.39% |
$6.35M - $6.75M
|
39.3K
$7.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-42.4K- 31.52% |
$6.48M - $6.89M
|
92.2K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-45.9K- 25.52% |
$7.01M - $7.45M
|
134K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.8K- 95.88% |
$7.3M - $7.76M
|
2.05K
$374K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-49.1K- 38.57% |
$7.5M - $7.98M
|
78.2K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-51.8K- 41.38% |
$7.92M - $8.42M
|
73.4K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.4K- 72.2% |
$8.01M - $8.52M
|
20.2K
$3.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-54K- 63.55% |
$8.25M - $8.78M
|
31K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59.7K- 5.4% |
$9.11M - $9.69M
|
1.05M
$190M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.4K- 2.81% |
$9.23M - $9.81M
|
2.09M
$380M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-61.6K- 4.15% |
$9.4M - $10M
|
1.42M
$259M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.4K- 0.68% |
$10.9M - $11.6M
|
10.4M
$1.89B
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-77.9K- 2.14% |
$11.9M - $12.6M
|
3.57M
$649M
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-79.8K- 23.66% |
$12.2M - $13M
|
257K
$46.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-82.7K- 98.47% |
$12.6M - $13.4M
|
1.29K
$234K
|