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 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.95K+ 6.16% |
$297K - $316K
|
33.6K
$6.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.94K+ 5.57% |
$296K - $314K
|
36.7K
$6.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.93K+ 9.52% |
$294K - $313K
|
22.1K
$4.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.91K+ 0.74% |
$292K - $311K
|
259K
$47.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.9KNew |
$290K - $309K
|
1.9K
$346K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.86K+ 12.43% |
$284K - $302K
|
16.8K
$3.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.85K+ 30.78% |
$282K - $300K
|
7.84K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.84KNew |
$281K - $298K
|
1.84K
$335K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.83K+ 8.04% |
$280K - $297K
|
24.6K
$4.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$278K - $295K
|
1.82K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.82KNew |
$278K - $295K
|
1.82K
$331K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.78KNew |
$272K - $289K
|
1.78K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.76K+ 36.13% |
$269K - $286K
|
6.64K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73K+ 6.06% |
$264K - $281K
|
30.2K
$5.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.73KNew |
$263K - $280K
|
1.73K
$314K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$263K - $280K
|
1.72K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.69K+ 5.14% |
$257K - $274K
|
34.5K
$6.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.68K+ 4.85% |
$257K - $273K
|
36.4K
$6.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.68K+ 17.31% |
$257K - $273K
|
11.4K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.66K+ 4.02% |
$254K - $270K
|
43K
$7.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.61KNew |
$246K - $261K
|
1.61K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.6K+ 1.96% |
$244K - $260K
|
83.3K
$15.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.6K+ 3.84% |
$244K - $260K
|
43.3K
$7.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.59KNew |
$242K - $258K
|
1.59K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.58KNew |
$241K - $256K
|
1.58K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.57K+ 6.36% |
$240K - $256K
|
26.3K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 11.91% |
$239K - $255K
|
14.7K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$234K - $249K
|
1.54K
$280K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.53K+ 4.98% |
$233K - $248K
|
32.1K
$5.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.49K+ 115.25% |
$227K - $242K
|
2.78K
$507K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.49K+ 7.21% |
$227K - $242K
|
22.1K
$4.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 12.07% |
$225K - $239K
|
13.6K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.47K+ 115.8% |
$224K - $238K
|
2.73K
$498K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.46K+ 2.09% |
$223K - $238K
|
71.5K
$13M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 1.85% |
$223K - $237K
|
80.4K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.45KNew |
$222K - $236K
|
1.45K
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 8.72% |
$220K - $234K
|
17.9K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.44K+ 7.23% |
$220K - $234K
|
21.3K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.44KNew |
$219K - $233K
|
1.44K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$219K - $233K
|
1.43K
$261K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$219K - $233K
|
1.43K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.43K+ 4.33% |
$218K - $232K
|
34.4K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.42K+ 4.06% |
$217K - $231K
|
36.4K
$6.64M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 1.3% |
$216K - $230K
|
110K
$20M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.41KNew |
$216K - $229K
|
1.41K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.37K+ 17.38% |
$209K - $222K
|
9.23K
$1.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
1.36K+ 3.28% |
$208K - $221K
|
42.8K
$7.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.36K+ 3.49% |
$207K - $220K
|
40.2K
$7.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
1.35K+ 5.75% |
$207K - $220K
|
24.9K
$4.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$204K - $217K
|
1.34K
$243K
|