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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
75+ 0.52% |
$11.7K - $12.5K
|
14.6K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 2.52% |
$11.7K - $12.5K
|
3.05K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
BUY
|
- |
75+ 0.15% |
$11.7K - $12.5K
|
49.7K
$9.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
74+ 0.88% |
$11.5K - $12.4K
|
8.5K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
74+ 3.33% |
$11.5K - $12.4K
|
2.3K
$418K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
74+ 4.89% |
$11.5K - $12.4K
|
1.59K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 2.74% |
$11.3K - $12.2K
|
2.74K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
73+ 1.25% |
$11.3K - $12.2K
|
5.9K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
72+ 1.84% |
$11.2K - $12K
|
3.98K
$726K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
71+ 1.61% |
$11K - $11.9K
|
4.48K
$816K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
70+ 3.14% |
$10.9K - $11.7K
|
2.3K
$418K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
70+ 2.7% |
$10.9K - $11.7K
|
2.66K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70+ 5.57% |
$10.9K - $11.7K
|
1.33K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
69+ 0.06% |
$10.7K - $11.5K
|
110K
$20M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
66+ 0.24% |
$10.3K - $11K
|
27.5K
$5.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 5.29% |
$10.3K - $11K
|
1.31K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
65+ 0.46% |
$10.1K - $10.9K
|
14K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
65+ 0.97% |
$10.1K - $10.9K
|
6.73K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
65+ 1.55% |
$10.1K - $10.9K
|
4.27K
$777K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$9.79K - $10.5K
|
63
$11.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
63+ 0.46% |
$9.79K - $10.5K
|
13.7K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62+ 0.6% |
$9.63K - $10.4K
|
10.4K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
62+ 0.57% |
$9.63K - $10.4K
|
10.9K
$1.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
61+ 0.31% |
$9.48K - $10.2K
|
19.9K
$3.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
60New |
$9.32K - $10K
|
60
$10.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
58+ 2.91% |
$9.01K - $9.68K
|
2.05K
$373K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
56+ 2.88% |
$8.7K - $9.35K
|
2K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 0.33% |
$8.7K - $9.35K
|
17.2K
$3.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
55+ 0.8% |
$8.55K - $9.18K
|
6.93K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55+ 1.16% |
$8.55K - $9.18K
|
4.79K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
53+ 2.74% |
$8.24K - $8.85K
|
1.99K
$362K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
51+ 1.23% |
$7.92K - $8.51K
|
4.18K
$762K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
51+ 0.31% |
$7.92K - $8.51K
|
16.3K
$2.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 1.13% |
$7.77K - $8.35K
|
4.49K
$819K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
50+ 10.48% |
$7.77K - $8.35K
|
527
$96K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 1.85% |
$7.77K - $8.35K
|
2.75K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
49+ 0.48% |
$7.61K - $8.18K
|
10.3K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
48+ 14.77% |
$7.46K - $8.01K
|
373
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 0.55% |
$7.46K - $8.01K
|
8.72K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
47+ 0.12% |
$7.3K - $7.85K
|
38.2K
$6.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
47+ 0.19% |
$7.3K - $7.85K
|
24.4K
$4.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
46+ 0.31% |
$7.15K - $7.68K
|
14.9K
$2.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
45+ 1.49% |
$6.99K - $7.51K
|
3.07K
$559K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
45+ 1.74% |
$6.99K - $7.51K
|
2.63K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
43+ 1.23% |
$6.68K - $7.18K
|
3.55K
$646K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
43+ 3.52% |
$6.68K - $7.18K
|
1.26K
$230K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
42+ 0.48% |
$6.53K - $7.01K
|
8.79K
$1.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
42+ 0.41% |
$6.53K - $7.01K
|
10.2K
$1.86M
|