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 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
244+ 435.71% |
$37.9K - $40.7K
|
300
$54.6K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
241+ 0.33% |
$37.4K - $40.2K
|
73.6K
$13.4M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
241+ 1.23% |
$37.4K - $40.2K
|
19.9K
$3.62M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
240+ 0.56% |
$37.3K - $40.1K
|
43K
$7.83M
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
240+ 3.07% |
$37.3K - $40.1K
|
8.05K
$1.47M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
235+ 8.62% |
$36.5K - $39.2K
|
2.96K
$540K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
234+ 0.23% |
$36.4K - $39.1K
|
101K
$18.4M
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
234+ 0.22% |
$36.4K - $39.1K
|
107K
$19.4M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
233+ 3.59% |
$36.2K - $38.9K
|
6.72K
$1.22M
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
232+ 15.38% |
$36K - $38.7K
|
1.74K
$317K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
229+ 0.62% |
$35.6K - $38.2K
|
37.2K
$6.78M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
222+ 1.49% |
$34.5K - $37.1K
|
15.1K
$2.75M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
220+ 6.35% |
$34.2K - $36.7K
|
3.69K
$671K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
220+ 0.45% |
$34.2K - $36.7K
|
49K
$8.93M
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
219+ 5.36% |
$34K - $36.6K
|
4.3K
$784K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
215+ 11.04% |
$33.4K - $35.9K
|
2.16K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
214+ 0.71% |
$33.3K - $35.7K
|
30.5K
$5.55M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
213+ 7.8% |
$33.1K - $35.6K
|
2.95K
$536K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
212+ 1.56% |
$32.9K - $35.4K
|
13.8K
$2.51M
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
211+ 9.63% |
$32.8K - $35.2K
|
2.4K
$437K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
211+ 2.05% |
$32.8K - $35.2K
|
10.5K
$1.91M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
209+ 5.24% |
$32.5K - $34.9K
|
4.2K
$764K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 0.75% |
$32.2K - $34.6K
|
28K
$5.1M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
203+ 1.9% |
$31.5K - $33.9K
|
10.9K
$1.99M
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
202+ 15.13% |
$31.4K - $33.7K
|
1.54K
$280K
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
200+ 10.76% |
$31.1K - $33.4K
|
2.06K
$375K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
200New |
$31.1K - $33.4K
|
200
$36.4K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
194+ 7.55% |
$30.1K - $32.4K
|
2.77K
$504K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
192New |
$29.8K - $32.1K
|
192
$35K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
190+ 6.12% |
$29.5K - $31.7K
|
3.3K
$600K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
190+ 0.94% |
$29.5K - $31.7K
|
20.5K
$3.73M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
188+ 0.31% |
$29.2K - $31.4K
|
61.6K
$11.2M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
188+ 1.63% |
$29.2K - $31.4K
|
11.7K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
186New |
$28.9K - $31.1K
|
186
$33.9K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
184+ 368.0% |
$28.6K - $30.7K
|
234
$42.6K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
184+ 1.34% |
$28.6K - $30.7K
|
13.9K
$2.53M
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
182+ 2.24% |
$28.3K - $30.4K
|
8.29K
$1.51M
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 3.03% |
$28K - $30.1K
|
6.13K
$1.12M
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
175+ 1.86% |
$27.2K - $29.2K
|
9.57K
$1.74M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
172+ 1.57% |
$26.7K - $28.7K
|
11.1K
$2.03M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
172+ 1.57% |
$26.7K - $28.7K
|
11.1K
$2.03M
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
171+ 3.82% |
$26.6K - $28.5K
|
4.65K
$848K
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
171+ 5.44% |
$26.6K - $28.5K
|
3.32K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
164+ 0.47% |
$25.5K - $27.4K
|
35.1K
$6.4M
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
163+ 5.33% |
$25.3K - $27.2K
|
3.22K
$587K
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
159+ 6.87% |
$24.7K - $26.5K
|
2.48K
$451K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
158+ 1.6% |
$24.6K - $26.4K
|
10.1K
$1.83M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
157+ 1.0% |
$24.4K - $26.2K
|
15.8K
$2.88M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
155+ 21.35% |
$24.1K - $25.9K
|
881
$160K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
155+ 3.24% |
$24.1K - $25.9K
|
4.94K
$899K
|