Purchases and Sales Made in Q3 2023 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 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, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
574+ 0.38% |
$89.2K - $95.8K
|
150K
$27.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
567New |
$88.1K - $94.7K
|
567
$103K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
543+ 17.09% |
$84.4K - $90.7K
|
3.72K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
536+ 5.49% |
$83.3K - $89.5K
|
10.3K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
523+ 1.12% |
$81.3K - $87.3K
|
47.4K
$8.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
522+ 6.58% |
$81.1K - $87.1K
|
8.46K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
518+ 6.97% |
$80.5K - $86.5K
|
7.95K
$1.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
516+ 30.32% |
$80.2K - $86.1K
|
2.22K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
515+ 47.82% |
$80K - $86K
|
1.59K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
515+ 0.89% |
$80K - $86K
|
58.3K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
512+ 1.99% |
$79.6K - $85.5K
|
26.3K
$4.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
509+ 26.18% |
$79.1K - $85K
|
2.45K
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
506+ 1.32% |
$78.6K - $84.5K
|
38.9K
$7.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
505+ 2.78% |
$78.5K - $84.3K
|
18.7K
$3.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
505+ 24.08% |
$78.5K - $84.3K
|
2.6K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
502+ 5.74% |
$78K - $83.8K
|
9.25K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
501+ 6.88% |
$77.8K - $83.6K
|
7.79K
$1.42M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
496+ 0.68% |
$77.1K - $82.8K
|
73K
$13.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
490+ 2.64% |
$76.1K - $81.8K
|
19K
$3.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
489+ 11.27% |
$76K - $81.6K
|
4.83K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
488+ 6.4% |
$75.8K - $81.5K
|
8.12K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
488+ 3.04% |
$75.8K - $81.5K
|
16.6K
$3.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
486+ 4.34% |
$75.5K - $81.1K
|
11.7K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
481+ 4.29% |
$74.7K - $80.3K
|
11.7K
$2.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
479+ 2.8% |
$74.4K - $80K
|
17.6K
$3.21M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
472+ 0.73% |
$73.3K - $78.8K
|
65.4K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
466+ 33.36% |
$72.4K - $77.8K
|
1.86K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
463+ 6.47% |
$71.9K - $77.3K
|
7.62K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
460+ 10.31% |
$71.5K - $76.8K
|
4.92K
$897K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
459+ 5.1% |
$71.3K - $76.6K
|
9.45K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
456+ 0.95% |
$70.9K - $76.1K
|
48.5K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
450+ 33.19% |
$69.9K - $75.1K
|
1.81K
$329K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
443+ 6.72% |
$68.8K - $74K
|
7.04K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
440+ 6.48% |
$68.4K - $73.5K
|
7.23K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
436+ 90.08% |
$67.7K - $72.8K
|
920
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
427+ 18.41% |
$66.3K - $71.3K
|
2.75K
$500K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
425+ 16.62% |
$66K - $71K
|
2.98K
$543K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
423+ 3.71% |
$65.7K - $70.6K
|
11.8K
$2.15M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
418+ 2.95% |
$64.9K - $69.8K
|
14.6K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
409+ 28.3% |
$63.6K - $68.3K
|
1.85K
$338K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
407+ 8.62% |
$63.2K - $67.9K
|
5.13K
$934K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
399+ 4.75% |
$62K - $66.6K
|
8.79K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
396+ 1.59% |
$61.5K - $66.1K
|
25.3K
$4.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
391+ 22.3% |
$60.8K - $65.3K
|
2.14K
$391K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
388New |
$60.3K - $64.8K
|
388
$70.7K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
387+ 11.85% |
$60.1K - $64.6K
|
3.65K
$665K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
381+ 1.15% |
$59.2K - $63.6K
|
33.5K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
376+ 5.76% |
$58.4K - $62.8K
|
6.9K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
375+ 1.69% |
$58.3K - $62.6K
|
22.5K
$4.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
372+ 6.41% |
$57.8K - $62.1K
|
6.18K
$1.12M
|