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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
974+ 2.65% |
$149K - $158K
|
37.7K
$6.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
969+ 15.78% |
$148K - $157K
|
7.11K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
965+ 36.35% |
$147K - $157K
|
3.62K
$659K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
952+ 9.93% |
$145K - $155K
|
10.5K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
949+ 0.92% |
$145K - $154K
|
104K
$19M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
947+ 0.53% |
$145K - $154K
|
180K
$32.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
908+ 26.54% |
$139K - $147K
|
4.33K
$789K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
898+ 1.89% |
$137K - $146K
|
48.4K
$8.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
897+ 13.84% |
$137K - $146K
|
7.38K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
894+ 3.89% |
$137K - $145K
|
23.9K
$4.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
892+ 1.71% |
$136K - $145K
|
53.1K
$9.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
888+ 7.21% |
$136K - $144K
|
13.2K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
885+ 0.57% |
$135K - $144K
|
156K
$28.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
882+ 11.11% |
$135K - $143K
|
8.82K
$1.61M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
880+ 10.25% |
$134K - $143K
|
9.47K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
859+ 36.17% |
$131K - $140K
|
3.23K
$589K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
855+ 26.0% |
$131K - $139K
|
4.14K
$755K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
853+ 52.27% |
$130K - $139K
|
2.49K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
840+ 1.63% |
$128K - $136K
|
52.5K
$9.57M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
835+ 0.98% |
$128K - $136K
|
85.9K
$15.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
835+ 1.74% |
$128K - $136K
|
48.8K
$8.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
835+ 10.07% |
$128K - $136K
|
9.13K
$1.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
807+ 4.55% |
$123K - $131K
|
18.5K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
800+ 42.11% |
$122K - $130K
|
2.7K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
800+ 10.06% |
$122K - $130K
|
8.75K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
800+ 4.1% |
$122K - $130K
|
20.3K
$3.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
789+ 34.11% |
$121K - $128K
|
3.1K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
785+ 4.13% |
$120K - $128K
|
19.8K
$3.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
777+ 1.09% |
$119K - $126K
|
72.1K
$13.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
752+ 23.25% |
$115K - $122K
|
3.99K
$726K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
752+ 5.62% |
$115K - $122K
|
14.1K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
750+ 20.89% |
$115K - $122K
|
4.34K
$791K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
747+ 2.85% |
$114K - $121K
|
27K
$4.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
740+ 7.23% |
$113K - $120K
|
11K
$2M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
740+ 7.23% |
$113K - $120K
|
11K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
739+ 1.81% |
$113K - $120K
|
41.5K
$7.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
729+ 7.18% |
$111K - $118K
|
10.9K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
727+ 0.45% |
$111K - $118K
|
164K
$29.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
721+ 31.02% |
$110K - $117K
|
3.05K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
718+ 12.36% |
$110K - $117K
|
6.53K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
714+ 5.64% |
$109K - $116K
|
13.4K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
699+ 9.53% |
$107K - $114K
|
8.03K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
689+ 48.76% |
$105K - $112K
|
2.1K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
687+ 2.05% |
$105K - $112K
|
34.3K
$6.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
683New |
$104K - $111K
|
683
$124K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
679+ 9.11% |
$104K - $110K
|
8.13K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
664+ 44.65% |
$101K - $108K
|
2.15K
$392K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
664New |
$101K - $108K
|
664
$121K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
651+ 10.93% |
$99.4K - $106K
|
6.61K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
650+ 11.5% |
$99.3K - $106K
|
6.3K
$1.15M
|