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
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.4% |
$2.49K - $2.67K
|
4.01K
$730K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.49% |
$2.49K - $2.67K
|
3.26K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
16+ 0.08% |
$2.49K - $2.67K
|
20K
$3.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
14+ 0.32% |
$2.18K - $2.34K
|
4.38K
$797K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.18% |
$2.18K - $2.34K
|
7.83K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14+ 0.5% |
$2.18K - $2.34K
|
2.84K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14New |
$2.18K - $2.34K
|
14
$2.55K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13+ 0.07% |
$2.02K - $2.17K
|
19.5K
$3.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.25% |
$2.02K - $2.17K
|
5.12K
$932K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13+ 0.48% |
$2.02K - $2.17K
|
2.73K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.44% |
$1.86K - $2K
|
2.72K
$496K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
12+ 0.44% |
$1.86K - $2K
|
2.75K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
12+ 0.12% |
$1.86K - $2K
|
9.68K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
12+ 0.4% |
$1.86K - $2K
|
3.01K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.08% |
$1.86K - $2K
|
16K
$2.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$1.71K - $1.84K
|
6.03K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.49% |
$1.71K - $1.84K
|
2.24K
$408K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$1.55K - $1.67K
|
4.03K
$734K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.52% |
$1.55K - $1.67K
|
1.94K
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
9+ 0.28% |
$1.4K - $1.5K
|
3.25K
$591K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.13% |
$1.4K - $1.5K
|
7.08K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.35% |
$1.4K - $1.5K
|
2.61K
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9New |
$1.4K - $1.5K
|
9
$1.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9+ 0.18% |
$1.4K - $1.5K
|
5.13K
$934K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
8+ 0.13% |
$1.24K - $1.34K
|
6.07K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.48% |
$1.24K - $1.34K
|
1.67K
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
8+ 0.1% |
$1.24K - $1.34K
|
8.24K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
8+ 0.46% |
$1.24K - $1.34K
|
1.74K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8+ 0.47% |
$1.24K - $1.34K
|
1.7K
$310K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8+ 0.47% |
$1.24K - $1.34K
|
1.71K
$312K
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8+ 0.46% |
$1.24K - $1.34K
|
1.74K
$317K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.51% |
$1.09K - $1.17K
|
1.38K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
7+ 0.33% |
$1.09K - $1.17K
|
2.11K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
7+ 0.24% |
$1.09K - $1.17K
|
2.92K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
7+ 0.26% |
$1.09K - $1.17K
|
2.71K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.06% |
$1.09K - $1.17K
|
12.2K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.09K - $1.17K
|
7
$1.28K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.44% |
$932 - $1K
|
1.36K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.3% |
$932 - $1K
|
2.02K
$368K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
6+ 0.07% |
$932 - $1K
|
8.1K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$932 - $1K
|
10.9K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6+ 0.4% |
$932 - $1K
|
1.52K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$932 - $1K
|
5.08K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$932 - $1K
|
2.35K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$932 - $1K
|
8.18K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.09% |
$777 - $835
|
5.47K
$996K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.18% |
$777 - $835
|
2.73K
$496K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 0.14% |
$777 - $835
|
3.66K
$667K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
5+ 0.18% |
$777 - $835
|
2.83K
$515K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.12% |
$777 - $835
|
4.12K
$751K
|