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 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
42+ 2.43% |
$6.53K - $7.01K
|
1.77K
$322K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
42+ 1.57% |
$6.53K - $7.01K
|
2.71K
$493K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.78% |
$6.22K - $6.68K
|
5.16K
$939K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
40+ 1.19% |
$6.22K - $6.68K
|
3.4K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.2% |
$6.22K - $6.68K
|
20.2K
$3.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.47% |
$5.9K - $6.34K
|
8.14K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.59% |
$5.9K - $6.34K
|
6.5K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
36+ 0.88% |
$5.59K - $6.01K
|
4.14K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
36+ 0.43% |
$5.59K - $6.01K
|
8.48K
$1.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
35+ 0.85% |
$5.44K - $5.84K
|
4.13K
$752K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
35+ 0.77% |
$5.44K - $5.84K
|
4.56K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
35+ 0.06% |
$5.44K - $5.84K
|
54.1K
$9.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
34+ 0.45% |
$5.28K - $5.68K
|
7.61K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.45% |
$5.28K - $5.68K
|
7.64K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.12% |
$5.28K - $5.68K
|
28.7K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
34+ 1.09% |
$5.28K - $5.68K
|
3.16K
$576K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.48% |
$5.28K - $5.68K
|
7.07K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
33+ 0.15% |
$5.13K - $5.51K
|
22.6K
$4.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
33+ 0.11% |
$5.13K - $5.51K
|
29.3K
$5.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
31+ 0.9% |
$4.82K - $5.18K
|
3.46K
$631K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 0.27% |
$4.66K - $5.01K
|
11.3K
$2.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
30+ 250.0% |
$4.66K - $5.01K
|
42
$7.65K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
30+ 0.18% |
$4.66K - $5.01K
|
16.3K
$2.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
29+ 2.14% |
$4.51K - $4.84K
|
1.38K
$252K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
29+ 0.2% |
$4.51K - $4.84K
|
14.8K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
28+ 0.46% |
$4.35K - $4.67K
|
6.09K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27+ 0.16% |
$4.2K - $4.51K
|
17K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
26+ 2.5% |
$4.04K - $4.34K
|
1.07K
$195K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
25+ 0.94% |
$3.88K - $4.17K
|
2.68K
$488K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.15% |
$3.88K - $4.17K
|
16.2K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 0.35% |
$3.88K - $4.17K
|
7.14K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
25+ 0.63% |
$3.88K - $4.17K
|
4.01K
$730K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
25+ 1.87% |
$3.88K - $4.17K
|
1.36K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
24+ 0.51% |
$3.73K - $4.01K
|
4.72K
$859K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
24+ 0.38% |
$3.73K - $4.01K
|
6.33K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.17% |
$3.73K - $4.01K
|
14.3K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
24+ 0.28% |
$3.73K - $4.01K
|
8.71K
$1.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.5% |
$3.57K - $3.84K
|
4.66K
$848K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 9.13% |
$3.57K - $3.84K
|
275
$50.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
22+ 0.37% |
$3.42K - $3.67K
|
6.05K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.38% |
$3.11K - $3.34K
|
5.25K
$957K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.07% |
$3.11K - $3.34K
|
30.6K
$5.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
20+ 15.15% |
$3.11K - $3.34K
|
152
$27.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.28% |
$3.11K - $3.34K
|
7.18K
$1.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.31% |
$2.95K - $3.17K
|
6.18K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 1.3% |
$2.8K - $3.01K
|
1.4K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
17+ 1.06% |
$2.64K - $2.84K
|
1.62K
$295K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
17+ 0.47% |
$2.64K - $2.84K
|
3.63K
$662K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.42% |
$2.64K - $2.84K
|
4.09K
$744K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
17+ 1.16% |
$2.64K - $2.84K
|
1.49K
$270K
|