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 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.42% |
$155 - $167
|
240
$43.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.01% |
$155 - $167
|
9.13K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$155 - $167
|
21.6K
$3.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.98% |
$155 - $167
|
103
$18.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$155 - $167
|
292
$53.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$155 - $167
|
2.64K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$155 - $167
|
3.59K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1+ 0.04% |
$155 - $167
|
2.49K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$155 - $167
|
3.58K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $167
|
4.26K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1+ 0.06% |
$155 - $167
|
1.55K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.01% |
$155 - $167
|
10.6K
$1.93M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$155 - $167
|
509
$92.7K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$155 - $167
|
92
$16.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1- 0.05% |
$155 - $167
|
1.84K
$334K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 6.25% |
$155 - $167
|
15
$2.73K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1- 0.03% |
$155 - $167
|
2.97K
$540K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 1.43% |
$155 - $167
|
69
$12.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$622 - $668
|
7.19K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-4- 0.09% |
$622 - $668
|
4.42K
$805K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 0.01% |
$622 - $668
|
38.7K
$7.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5- -0.0% |
$777 - $835
|
202K
$36.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.23% |
$777 - $835
|
2.22K
$404K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5- 0.13% |
$777 - $835
|
3.8K
$692K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.17% |
$932 - $1K
|
3.51K
$640K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-6- 0.13% |
$932 - $1K
|
4.61K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 3.64% |
$932 - $1K
|
159
$29K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7- 0.06% |
$1.09K - $1.17K
|
11.7K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-7- 0.26% |
$1.09K - $1.17K
|
2.65K
$482K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-7- 0.11% |
$1.09K - $1.17K
|
6.14K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-7- 0.35% |
$1.09K - $1.17K
|
2.01K
$366K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 0.5% |
$1.09K - $1.17K
|
1.39K
$254K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8- 0.06% |
$1.24K - $1.34K
|
13.8K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$1.4K - $1.5K
|
12.2K
$2.22M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-9- 0.03% |
$1.4K - $1.5K
|
28K
$5.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-9- 0.02% |
$1.4K - $1.5K
|
52.6K
$9.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-9- 0.64% |
$1.4K - $1.5K
|
1.4K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10- 0.38% |
$1.55K - $1.67K
|
2.62K
$477K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.75% |
$1.55K - $1.67K
|
1.33K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-11- 0.03% |
$1.71K - $1.84K
|
41.5K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.38% |
$1.86K - $2K
|
3.18K
$579K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-13- 0.25% |
$2.02K - $2.17K
|
5.19K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-13- 0.74% |
$2.02K - $2.17K
|
1.73K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-14- 0.23% |
$2.18K - $2.34K
|
6.03K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 50.0% |
$2.18K - $2.34K
|
14
$2.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-14- 0.42% |
$2.18K - $2.34K
|
3.29K
$599K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-15- 1.09% |
$2.33K - $2.5K
|
1.36K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.4% |
$2.64K - $2.84K
|
4.2K
$766K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-19- 0.38% |
$2.95K - $3.17K
|
4.92K
$897K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 6.41% |
$3.11K - $3.34K
|
292
$53.2K
|