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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10.2K+ 35.73% |
$1.55M - $1.65M
|
38.6K
$7.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.1K+ 2.3% |
$1.54M - $1.63M
|
448K
$81.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Mad River Investors
|
BUY
|
- |
10.1KNew |
$1.54M - $1.63M
|
10.1K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.69K+ 117.46% |
$1.48M - $1.57M
|
17.9K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.62K+ 46.54% |
$1.47M - $1.56M
|
30.3K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.51KNew |
$1.45M - $1.54M
|
9.51K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.47K+ 8.84% |
$1.45M - $1.54M
|
117K
$21.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
9.06K+ 6.27% |
$1.38M - $1.47M
|
154K
$28M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.91K+ 92.45% |
$1.36M - $1.45M
|
18.5K
$3.38M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.84K+ 10.74% |
$1.35M - $1.44M
|
91.2K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.68KNew |
$1.33M - $1.41M
|
8.68K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.63KNew |
$1.32M - $1.4M
|
8.63K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.39K+ 0.37% |
$1.28M - $1.36M
|
2.29M
$418M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8.38KNew |
$1.28M - $1.36M
|
8.38K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.03KNew |
$1.23M - $1.3M
|
8.03K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.77K+ 7.76% |
$1.19M - $1.26M
|
108K
$19.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7.52K+ 3.7% |
$1.15M - $1.22M
|
211K
$38.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.45K+ 109.67% |
$1.14M - $1.21M
|
14.2K
$2.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
7.41K+ 3.34% |
$1.13M - $1.2M
|
230K
$41.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.23K+ 23.44% |
$1.1M - $1.17M
|
38.1K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.15K+ 59.73% |
$1.09M - $1.16M
|
19.1K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.13K+ 1.33% |
$1.09M - $1.16M
|
542K
$98.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.04K+ 4.58% |
$1.08M - $1.14M
|
161K
$29.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6.98K+ 12.8% |
$1.07M - $1.13M
|
61.5K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
6.85K+ 94.98% |
$1.05M - $1.11M
|
14.1K
$2.56M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.48K+ 29.03% |
$990K - $1.05M
|
28.8K
$5.25M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.47KNew |
$989K - $1.05M
|
6.47K
$1.18M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6.4K+ 13.36% |
$978K - $1.04M
|
54.3K
$9.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.39K+ 125.89% |
$976K - $1.04M
|
11.5K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.26K+ 69.65% |
$957K - $1.02M
|
15.3K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6.21K+ 34.79% |
$949K - $1.01M
|
24.1K
$4.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.16K+ 24.66% |
$941K - $1M
|
31.1K
$5.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.13K+ 13.57% |
$936K - $996K
|
51.3K
$9.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.08K+ 33788.89% |
$929K - $988K
|
6.1K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
6K+ 199.97% |
$916K - $974K
|
9K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.91K+ 2.02% |
$903K - $961K
|
298K
$54.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.91K+ 136.6% |
$903K - $960K
|
10.2K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.9K+ 3.33% |
$901K - $958K
|
183K
$33.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
5.9K+ 5.52% |
$901K - $958K
|
113K
$20.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
5.9K+ 6.62% |
$900K - $958K
|
94.9K
$17.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.63K+ 0.59% |
$859K - $914K
|
952K
$173M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.59K+ 14.82% |
$854K - $908K
|
43.3K
$7.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
5.54K+ 11.32% |
$846K - $900K
|
54.5K
$9.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.53K+ 374.68% |
$845K - $899K
|
7.01K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.52K+ 4.36% |
$843K - $897K
|
132K
$24.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.51KNew |
$841K - $894K
|
5.51K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.51K+ 4.32% |
$841K - $894K
|
133K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.45KNew |
$833K - $886K
|
5.45K
$993K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5.42K+ 18.25% |
$827K - $880K
|
35.1K
$6.39M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
5.32K+ 177.15% |
$812K - $864K
|
8.32K
$1.52M
|