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 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
154+ 4.52% |
$23.9K - $25.7K
|
3.56K
$649K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
154+ 1.92% |
$23.9K - $25.7K
|
8.19K
$1.49M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
154+ 4.37% |
$23.9K - $25.7K
|
3.68K
$670K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
152+ 1.27% |
$23.6K - $25.4K
|
12.1K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
152+ 0.45% |
$23.6K - $25.4K
|
33.6K
$6.12M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
151+ 0.91% |
$23.5K - $25.2K
|
16.8K
$3.06M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
148+ 8.37% |
$23K - $24.7K
|
1.92K
$349K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
147+ 3.14% |
$22.8K - $24.5K
|
4.83K
$880K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
147+ 1.2% |
$22.8K - $24.5K
|
12.4K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
146+ 6.27% |
$22.7K - $24.4K
|
2.47K
$450K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
145+ 2.32% |
$22.5K - $24.2K
|
6.38K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
145+ 9.99% |
$22.5K - $24.2K
|
1.6K
$291K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
145+ 7.0% |
$22.5K - $24.2K
|
2.22K
$403K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
143+ 0.2% |
$22.2K - $23.9K
|
71.6K
$13M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.17% |
$21.6K - $23.2K
|
80.5K
$14.7M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
138+ 30.33% |
$21.4K - $23K
|
593
$108K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
134+ 10.89% |
$20.8K - $22.4K
|
1.36K
$248K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
127+ 4.79% |
$19.7K - $21.2K
|
2.78K
$506K
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
127+ 0.48% |
$19.7K - $21.2K
|
26.8K
$4.89M
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
121+ 2.58% |
$18.8K - $20.2K
|
4.81K
$875K
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
117+ 3.51% |
$18.2K - $19.5K
|
3.45K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
116+ 2.67% |
$18K - $19.4K
|
4.46K
$812K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
115+ 2.68% |
$17.9K - $19.2K
|
4.41K
$803K
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
113+ 8.53% |
$17.6K - $18.9K
|
1.44K
$262K
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
111+ 1.17% |
$17.2K - $18.5K
|
9.63K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
109+ 1.36% |
$16.9K - $18.2K
|
8.11K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
109+ 2.69% |
$16.9K - $18.2K
|
4.16K
$758K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
108+ 1.08% |
$16.8K - $18K
|
10.1K
$1.84M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
108+ 1.08% |
$16.8K - $18K
|
10.1K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
106New |
$16.5K - $17.7K
|
106
$19.3K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
106+ 0.48% |
$16.5K - $17.7K
|
22.4K
$4.08M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
104+ 52.79% |
$16.2K - $17.4K
|
301
$54.8K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
103New |
$16K - $17.2K
|
103
$18.8K
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 4.77% |
$15.7K - $16.9K
|
2.22K
$404K
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
100+ 5.21% |
$15.5K - $16.7K
|
2.02K
$368K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
95+ 1.54% |
$14.8K - $15.9K
|
6.25K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
92+ 0.59% |
$14.3K - $15.4K
|
15.7K
$2.86M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
91+ 3.05% |
$14.1K - $15.2K
|
3.07K
$559K
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
91+ 1.45% |
$14.1K - $15.2K
|
6.35K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
89New |
$13.8K - $14.9K
|
89
$16.2K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
88+ 5.79% |
$13.7K - $14.7K
|
1.61K
$293K
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
87+ 1.2% |
$13.5K - $14.5K
|
7.34K
$1.34M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
87+ 1.49% |
$13.5K - $14.5K
|
5.93K
$1.08M
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
87New |
$13.5K - $14.5K
|
87
$15.8K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
86+ 0.32% |
$13.4K - $14.4K
|
27.1K
$4.93M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
83+ 4.61% |
$12.9K - $13.9K
|
1.88K
$343K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83+ 5.92% |
$12.9K - $13.9K
|
1.49K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
78+ 0.37% |
$12.1K - $13K
|
21.1K
$3.84M
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
76+ 0.42% |
$11.8K - $12.7K
|
18.1K
$3.29M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
75+ 5.33% |
$11.7K - $12.5K
|
1.48K
$270K
|