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 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.24K+ 8.08% |
$801K - $852K
|
70.2K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.24KNew |
$800K - $851K
|
5.24K
$954K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.12KNew |
$781K - $831K
|
5.12K
$932K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.87K+ 2.09% |
$744K - $791K
|
238K
$43.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.79K+ 3.18% |
$731K - $778K
|
156K
$28.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.77K+ 29.41% |
$728K - $774K
|
21K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.7K+ 23.94% |
$718K - $763K
|
24.3K
$4.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.68K+ 214.74% |
$714K - $760K
|
6.86K
$1.25M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4.45K+ 4.04% |
$680K - $723K
|
115K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.4K+ 92.84% |
$671K - $714K
|
9.13K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.39K+ 4.19% |
$671K - $713K
|
109K
$19.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.36K+ 57.1% |
$667K - $709K
|
12K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.29K+ 2.14% |
$655K - $697K
|
204K
$37.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.27K+ 1.88% |
$651K - $693K
|
231K
$42.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.24KNew |
$647K - $688K
|
4.24K
$772K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 25.05% |
$637K - $677K
|
20.8K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.14K+ 3.73% |
$632K - $672K
|
115K
$20.9M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
4.12KNew |
$629K - $669K
|
4.12K
$750K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4.1KNew |
$626K - $665K
|
4.1K
$746K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.09K+ 7.39% |
$625K - $665K
|
59.5K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.05K+ 8.09% |
$618K - $657K
|
54K
$9.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.96K+ 1.05% |
$605K - $643K
|
380K
$69.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.92K+ 4.19% |
$598K - $636K
|
97.4K
$17.7M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.88K+ 1.22% |
$593K - $630K
|
321K
$58.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 2.47% |
$592K - $630K
|
161K
$29.3M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
3.86K+ 3.63% |
$589K - $627K
|
110K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.85K+ 9.49% |
$587K - $625K
|
44.4K
$8.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
3.84KNew |
$586K - $623K
|
3.84K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.83K+ 4.53% |
$585K - $622K
|
88.3K
$16.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.81K+ 6.36% |
$582K - $619K
|
63.7K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.72K+ 51.96% |
$568K - $604K
|
10.9K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.7K+ 12.58% |
$565K - $601K
|
33.1K
$6.03M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.64K+ 1.93% |
$557K - $592K
|
192K
$35M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.61K+ 2.81% |
$551K - $586K
|
132K
$24M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.6K+ 0.77% |
$550K - $585K
|
470K
$85.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.59K+ 9.11% |
$549K - $584K
|
43K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.59K+ 6.54% |
$548K - $582K
|
58.4K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.57K+ 6.55% |
$545K - $579K
|
58K
$10.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.55K+ 3.23% |
$542K - $576K
|
113K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.53K+ 2.67% |
$540K - $574K
|
136K
$24.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.52K+ 23.35% |
$538K - $572K
|
18.6K
$3.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.47K+ 5.48% |
$530K - $564K
|
66.8K
$12.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.43KNew |
$524K - $558K
|
3.43K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.42K+ 1.64% |
$523K - $556K
|
213K
$38.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.41K+ 248.9% |
$520K - $553K
|
4.77K
$869K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.4K+ 19.17% |
$519K - $552K
|
21.1K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.39K+ 2.91% |
$517K - $550K
|
120K
$21.8M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.19K+ 13.27% |
$487K - $518K
|
27.2K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.19K+ 30.12% |
$486K - $517K
|
13.8K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.12K+ 2.34% |
$476K - $506K
|
136K
$24.8M
|