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 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
369+ 5.58% |
$57.3K - $61.6K
|
6.98K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
363+ 0.23% |
$56.4K - $60.6K
|
161K
$29.4M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
352+ 10.49% |
$54.7K - $58.8K
|
3.71K
$675K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
352+ 1.2% |
$54.7K - $58.8K
|
29.7K
$5.4M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
341+ 2.84% |
$53K - $56.9K
|
12.3K
$2.25M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
340+ 0.74% |
$52.8K - $56.8K
|
46.4K
$8.44M
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
337+ 0.33% |
$52.4K - $56.3K
|
101K
$18.4M
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
329+ 1.05% |
$51.1K - $54.9K
|
31.6K
$5.76M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
327+ 1.88% |
$50.8K - $54.6K
|
17.7K
$3.22M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
325+ 0.34% |
$50.5K - $54.3K
|
97.2K
$17.7M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
322+ 17.75% |
$50K - $53.8K
|
2.14K
$389K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
322+ 2.15% |
$50K - $53.8K
|
15.3K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
319+ 4.4% |
$49.6K - $53.3K
|
7.56K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
319+ 1.78% |
$49.6K - $53.3K
|
18.3K
$3.32M
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
319+ 14.55% |
$49.6K - $53.3K
|
2.51K
$457K
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
316+ 0.81% |
$49.1K - $52.8K
|
39.3K
$7.16M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
316+ 0.71% |
$49.1K - $52.8K
|
45K
$8.2M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
315+ 14.5% |
$48.9K - $52.6K
|
2.49K
$453K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
312+ 0.7% |
$48.5K - $52.1K
|
44.7K
$8.14M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
311+ 20.66% |
$48.3K - $51.9K
|
1.82K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
309+ 3.47% |
$48K - $51.6K
|
9.22K
$1.68M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
308+ 1.73% |
$47.9K - $51.4K
|
18.1K
$3.3M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
308+ 136.28% |
$47.9K - $51.4K
|
534
$97.3K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
307+ 114.55% |
$47.7K - $51.3K
|
575
$105K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
306+ 29.23% |
$47.5K - $51.1K
|
1.35K
$246K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
303+ 2.88% |
$47.1K - $50.6K
|
10.8K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
303+ 3.64% |
$47.1K - $50.6K
|
8.64K
$1.57M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
302+ 3.71% |
$46.9K - $50.4K
|
8.44K
$1.54M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
299+ 5.72% |
$46.5K - $49.9K
|
5.52K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
299+ 91.44% |
$46.5K - $49.9K
|
626
$114K
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
296+ 1.53% |
$46K - $49.4K
|
19.7K
$3.58M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
293+ 1.13% |
$45.5K - $48.9K
|
26.2K
$4.78M
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
293+ 0.43% |
$45.5K - $48.9K
|
68.5K
$12.5M
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
293+ 0.78% |
$45.5K - $48.9K
|
38K
$6.92M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
290New |
$45.1K - $48.4K
|
290
$52.8K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
283+ 1.49% |
$44K - $47.2K
|
19.3K
$3.51M
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
278+ 13.71% |
$43.2K - $46.4K
|
2.31K
$420K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
278+ 2.56% |
$43.2K - $46.4K
|
11.1K
$2.03M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
276+ 19.57% |
$42.9K - $46.1K
|
1.69K
$307K
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
276+ 18.83% |
$42.9K - $46.1K
|
1.74K
$317K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
275+ 0.92% |
$42.7K - $45.9K
|
30.2K
$5.51M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
270+ 52.33% |
$42K - $45.1K
|
786
$143K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
265+ 1.89% |
$41.2K - $44.2K
|
14.3K
$2.6M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
265+ 9.9% |
$41.2K - $44.2K
|
2.94K
$536K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
262+ 4.42% |
$40.7K - $43.7K
|
6.19K
$1.13M
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
257+ 2.08% |
$39.9K - $42.9K
|
12.6K
$2.3M
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
250+ 9.52% |
$38.8K - $41.7K
|
2.88K
$524K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
250New |
$38.8K - $41.7K
|
250
$45.5K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
247New |
$38.4K - $41.2K
|
247
$45K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
244+ 12.66% |
$37.9K - $40.7K
|
2.17K
$396K
|