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
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-93.2K- 54.68% |
$14.2M - $15.1M
|
77.3K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-96.6K- 62.05% |
$14.8M - $15.7M
|
59.1K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-104K- 53.33% |
$15.8M - $16.8M
|
90.6K
$16.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114K- 69.16% |
$17.4M - $18.5M
|
50.8K
$9.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-114K- 11.67% |
$17.5M - $18.6M
|
866K
$158M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-115K- 52.07% |
$17.6M - $18.8M
|
106K
$19.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-118K- 11.51% |
$18.1M - $19.2M
|
910K
$166M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-159K- 62.36% |
$24.3M - $25.9M
|
96.2K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-170K- 5.47% |
$26M - $27.6M
|
2.94M
$535M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-177K- 2.78% |
$27M - $28.8M
|
6.19M
$1.13B
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-263K- 14.18% |
$40.1M - $42.7M
|
1.59M
$290M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-467K- 33.49% |
$71.4M - $75.9M
|
928K
$169M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-820K- 93.37% |
$125M - $133M
|
58.2K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-842K- 27.36% |
$129M - $137M
|
2.24M
$407M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.27M- 99.39% |
$194M - $207M
|
7.85K
$1.43M
|