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 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-20- 1.17% |
$3.11K - $3.34K
|
1.69K
$308K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-20- 6.64% |
$3.11K - $3.34K
|
281
$51.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-20- 2.27% |
$3.11K - $3.34K
|
863
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20- 1.5% |
$3.11K - $3.34K
|
1.32K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20- 0.42% |
$3.11K - $3.34K
|
4.8K
$874K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$3.11K - $3.34K
|
4.01K
$730K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21- 0.98% |
$3.26K - $3.51K
|
2.13K
$388K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-21- 1.56% |
$3.26K - $3.51K
|
1.33K
$242K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-21- 0.2% |
$3.26K - $3.51K
|
10.7K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-21- 0.43% |
$3.26K - $3.51K
|
4.87K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-21- 1.12% |
$3.26K - $3.51K
|
1.85K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-22- 1.08% |
$3.42K - $3.67K
|
2.02K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-24- 1.36% |
$3.73K - $4.01K
|
1.75K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.99% |
$3.73K - $4.01K
|
2.41K
$439K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-25- 0.16% |
$3.88K - $4.17K
|
15.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-25- 1.32% |
$3.88K - $4.17K
|
1.86K
$339K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-25- 0.65% |
$3.88K - $4.17K
|
3.84K
$699K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-29- 0.09% |
$4.51K - $4.84K
|
31.4K
$5.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-29- 0.18% |
$4.51K - $4.84K
|
15.8K
$2.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-29- 0.41% |
$4.51K - $4.84K
|
7.03K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-29- 0.1% |
$4.51K - $4.84K
|
29.3K
$5.33M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-30- 0.74% |
$4.66K - $5.01K
|
4K
$729K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30- 0.75% |
$4.66K - $5.01K
|
3.95K
$720K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-30- 0.67% |
$4.66K - $5.01K
|
4.48K
$816K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-30- 0.15% |
$4.66K - $5.01K
|
19.4K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 1.19% |
$4.66K - $5.01K
|
2.5K
$455K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-31- 1.6% |
$4.82K - $5.18K
|
1.91K
$348K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-32- 0.09% |
$4.97K - $5.34K
|
37.3K
$6.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-33- 0.09% |
$5.13K - $5.51K
|
35.7K
$6.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-33- 5.21% |
$5.13K - $5.51K
|
600
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33- 0.27% |
$5.13K - $5.51K
|
12.3K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-33- 1.56% |
$5.13K - $5.51K
|
2.08K
$379K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-34- 0.06% |
$5.28K - $5.68K
|
58K
$10.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-34- 1.17% |
$5.28K - $5.68K
|
2.88K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-35- 0.76% |
$5.44K - $5.84K
|
4.57K
$832K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-37- 1.51% |
$5.75K - $6.18K
|
2.41K
$440K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-38- 2.17% |
$5.9K - $6.34K
|
1.72K
$312K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 0.61% |
$5.9K - $6.34K
|
6.18K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 0.13% |
$6.06K - $6.51K
|
30.3K
$5.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-39- 1.09% |
$6.06K - $6.51K
|
3.55K
$646K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-40- 0.15% |
$6.22K - $6.68K
|
26.6K
$4.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 3.86% |
$6.22K - $6.68K
|
996
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-40- 2.38% |
$6.22K - $6.68K
|
1.64K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41- 1.32% |
$6.37K - $6.84K
|
3.07K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-43- 2.56% |
$6.68K - $7.18K
|
1.64K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-43- 0.18% |
$6.68K - $7.18K
|
23.4K
$4.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-44- 0.38% |
$6.84K - $7.35K
|
11.7K
$2.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-46- 3.39% |
$7.15K - $7.68K
|
1.31K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-46- 1.6% |
$7.15K - $7.68K
|
2.82K
$514K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-48- 1.43% |
$7.46K - $8.01K
|
3.31K
$604K
|