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 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.32KNew |
$202K - $215K
|
1.32K
$241K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.31K+ 3.73% |
$200K - $212K
|
36.3K
$6.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.31K+ 34.64% |
$199K - $212K
|
5.08K
$925K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.31K+ 66.14% |
$199K - $212K
|
3.28K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.3K+ 69.15% |
$199K - $211K
|
3.18K
$579K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.3K+ 8.1% |
$198K - $211K
|
17.3K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.27KNew |
$194K - $207K
|
1.27K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.27K+ 20.35% |
$194K - $206K
|
7.5K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.27KNew |
$194K - $206K
|
1.27K
$231K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$192K - $204K
|
1.26K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.26KNew |
$192K - $204K
|
1.26K
$229K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.25KNew |
$191K - $203K
|
1.25K
$228K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.25KNew |
$191K - $203K
|
1.25K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.25KNew |
$191K - $203K
|
1.25K
$228K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
1.25KNew |
$191K - $203K
|
1.25K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.24KNew |
$190K - $202K
|
1.24K
$226K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.24KNew |
$190K - $202K
|
1.24K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.24KNew |
$189K - $201K
|
1.24K
$226K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.24KNew |
$189K - $201K
|
1.24K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 89.2% |
$187K - $198K
|
2.59K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.22K+ 8.73% |
$186K - $198K
|
15.2K
$2.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.21K+ 4.19% |
$184K - $196K
|
30K
$5.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.2K+ 27.34% |
$183K - $195K
|
5.59K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.91% |
$180K - $191K
|
10.3K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.16K+ 3.83% |
$177K - $188K
|
31.4K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 0.72% |
$176K - $187K
|
162K
$29.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.15K+ 2.68% |
$176K - $187K
|
44.1K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.13K+ 4.1% |
$173K - $184K
|
28.7K
$5.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.12K+ 8.3% |
$171K - $182K
|
14.6K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.1K+ 184.14% |
$168K - $179K
|
1.7K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.1K+ 2.24% |
$168K - $179K
|
50.2K
$9.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.1K+ 4.37% |
$168K - $178K
|
26.2K
$4.78M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.09KNew |
$167K - $178K
|
1.09K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.09K+ 2.86% |
$166K - $177K
|
39.1K
$7.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 22.82% |
$166K - $176K
|
5.84K
$1.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.08K+ 4.04% |
$165K - $176K
|
27.8K
$5.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.08K+ 1.06% |
$165K - $175K
|
102K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 0.91% |
$164K - $174K
|
119K
$21.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$162K - $172K
|
171K
$31.2M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.06K+ 98.51% |
$162K - $172K
|
2.13K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 2.28% |
$161K - $171K
|
47.3K
$8.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.04K+ 7.34% |
$159K - $170K
|
15.3K
$2.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.04KNew |
$159K - $169K
|
1.04K
$190K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
1.04K+ 11.27% |
$159K - $169K
|
10.3K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 2.19% |
$158K - $168K
|
48.2K
$8.78M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 27.86% |
$154K - $164K
|
4.64K
$845K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1K+ 15.95% |
$153K - $163K
|
7.29K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1K+ 4.35% |
$153K - $162K
|
24K
$4.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
983+ 11.52% |
$150K - $160K
|
9.52K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
976+ 2.59% |
$149K - $159K
|
38.6K
$7.03M
|