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 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.06K+ 4.9% |
$467K - $496K
|
65.4K
$11.9M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.05K+ 17.96% |
$466K - $495K
|
20K
$3.65M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.89K+ 12.14% |
$442K - $470K
|
26.7K
$4.87M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.87K+ 6.48% |
$438K - $466K
|
47.1K
$8.58M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$436K - $464K
|
2.85K
$520K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.85K+ 25.53% |
$436K - $463K
|
14K
$2.55M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.81K+ 53.53% |
$429K - $457K
|
8.06K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.79K+ 94.7% |
$426K - $453K
|
5.74K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.79K+ 0.99% |
$426K - $453K
|
284K
$51.7M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 5.61% |
$415K - $441K
|
51.1K
$9.31M
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 5.9% |
$412K - $438K
|
48.4K
$8.81M
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.68K+ 6.16% |
$410K - $436K
|
46.2K
$8.42M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.68K+ 5.89% |
$409K - $435K
|
48.2K
$8.78M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.62K+ 105.05% |
$400K - $426K
|
5.12K
$932K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.6K+ 2.03% |
$397K - $422K
|
130K
$23.7M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.57K+ 19.62% |
$393K - $417K
|
15.7K
$2.85M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.53K+ 43.26% |
$387K - $412K
|
8.39K
$1.53M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.5K+ 1.92% |
$382K - $406K
|
133K
$24.2M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.5K+ 7.36% |
$382K - $406K
|
36.5K
$6.65M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.48KNew |
$378K - $403K
|
2.48K
$451K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2.46K+ 12.21% |
$376K - $400K
|
22.6K
$4.12M
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.46K+ 1.55% |
$376K - $400K
|
161K
$29.3M
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 4.81% |
$366K - $389K
|
52.2K
$9.51M
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.36KNew |
$361K - $384K
|
2.36K
$431K
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.35KNew |
$359K - $382K
|
2.35K
$428K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.33K+ 11.54% |
$356K - $379K
|
22.6K
$4.11M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.33KNew |
$355K - $378K
|
2.33K
$424K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.33K+ 5.62% |
$355K - $378K
|
43.7K
$7.96M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 4.86% |
$353K - $376K
|
49.8K
$9.08M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.27K+ 11.83% |
$347K - $369K
|
21.5K
$3.91M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.25KNew |
$344K - $366K
|
2.25K
$410K
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.25KNew |
$343K - $365K
|
2.25K
$409K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.23K+ 6.34% |
$340K - $362K
|
37.4K
$6.8M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.22KNew |
$339K - $361K
|
2.22K
$404K
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.2K+ 3.48% |
$337K - $358K
|
65.5K
$11.9M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.16K+ 3.7% |
$330K - $351K
|
60.6K
$11M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.16K+ 3.7% |
$330K - $351K
|
60.6K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.14K+ 7.75% |
$327K - $347K
|
29.7K
$5.42M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.11K+ 4.36% |
$322K - $343K
|
50.5K
$9.19M
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.08K+ 12.52% |
$317K - $337K
|
18.7K
$3.4M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.07K+ 2.91% |
$317K - $337K
|
73.4K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.06K+ 73.0% |
$315K - $335K
|
4.89K
$891K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.05K+ 8.58% |
$313K - $333K
|
25.9K
$4.73M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.05K+ 13.66% |
$312K - $332K
|
17K
$3.1M
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2K+ 10.39% |
$305K - $324K
|
21.2K
$3.86M
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.99K+ 15.31% |
$304K - $323K
|
15K
$2.73M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.99K+ 3.2% |
$303K - $322K
|
64K
$11.7M
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
1.96K+ 4.16% |
$299K - $318K
|
49.1K
$8.93M
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.95K+ 5.4% |
$298K - $317K
|
38.1K
$6.94M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.95K+ 36.68% |
$298K - $317K
|
7.26K
$1.32M
|