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 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
640+ 49.04% |
$97.8K - $104K
|
1.95K
$354K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
628+ 0.66% |
$95.9K - $102K
|
95.1K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
610+ 2.45% |
$93.2K - $99.1K
|
25.5K
$4.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
608+ 4.22% |
$92.9K - $98.8K
|
15K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
607+ 7.37% |
$92.7K - $98.6K
|
8.85K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
598+ 3.47% |
$91.3K - $97.1K
|
17.8K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
576+ 1.95% |
$88K - $93.6K
|
30.1K
$5.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
575+ 39.6% |
$87.8K - $93.4K
|
2.03K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
574+ 4.88% |
$87.7K - $93.2K
|
12.3K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 1.47% |
$86.9K - $92.4K
|
39.2K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
559+ 1.23% |
$85.4K - $90.8K
|
46K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
559New |
$85.4K - $90.8K
|
559
$102K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
545+ 2.84% |
$83.2K - $88.5K
|
19.8K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
535+ 11.89% |
$81.7K - $86.9K
|
5.03K
$917K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
521+ 0.54% |
$79.6K - $84.6K
|
96.9K
$17.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
521+ 17.0% |
$79.6K - $84.6K
|
3.59K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
517+ 6.94% |
$79K - $84K
|
7.97K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
517+ 1.35% |
$79K - $84K
|
38.7K
$7.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
516+ 3.83% |
$78.8K - $83.8K
|
14K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
512+ 72.21% |
$78.2K - $83.2K
|
1.22K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
504+ 1.65% |
$77K - $81.9K
|
31K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
503+ 2.74% |
$76.8K - $81.7K
|
18.8K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
503+ 1.61% |
$76.8K - $81.7K
|
31.8K
$5.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
493+ 10.29% |
$75.3K - $80.1K
|
5.28K
$962K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
491+ 5.23% |
$75K - $79.8K
|
9.87K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
475+ 22.81% |
$72.6K - $77.2K
|
2.56K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
465+ 20.22% |
$71K - $75.5K
|
2.77K
$504K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
463+ 30.4% |
$70.7K - $75.2K
|
1.99K
$362K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
456+ 0.93% |
$69.6K - $74.1K
|
49.6K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
451+ 0.88% |
$68.9K - $73.3K
|
51.4K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
450+ 3.83% |
$68.7K - $73.1K
|
12.2K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
448+ 0.5% |
$68.4K - $72.8K
|
90.3K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
446+ 20.22% |
$68.1K - $72.4K
|
2.65K
$483K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
436+ 3.05% |
$66.6K - $70.8K
|
14.8K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
436+ 29.11% |
$66.6K - $70.8K
|
1.93K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
421+ 0.51% |
$64.3K - $68.4K
|
82.5K
$15M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
410New |
$62.6K - $66.6K
|
410
$74.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410New |
$62.6K - $66.6K
|
410
$74.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
410+ 0.47% |
$62.6K - $66.6K
|
88.4K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
407+ 1.36% |
$62.2K - $66.1K
|
30.3K
$5.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
403+ 0.16% |
$61.6K - $65.5K
|
255K
$46.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
402+ 15.35% |
$61.4K - $65.3K
|
3.02K
$550K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
402+ 0.15% |
$61.4K - $65.3K
|
262K
$47.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
399+ 0.31% |
$60.9K - $64.8K
|
128K
$23.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
393+ 18.23% |
$60K - $63.8K
|
2.55K
$464K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
393+ 1.04% |
$60K - $63.8K
|
38.2K
$6.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
379+ 0.53% |
$57.9K - $61.6K
|
71.4K
$13M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
374+ 1.42% |
$57.1K - $60.7K
|
26.7K
$4.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
368+ 4.96% |
$56.2K - $59.8K
|
7.79K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
365+ 1.25% |
$55.8K - $59.3K
|
29.7K
$5.4M
|