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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
28.2KNew |
$4.38M - $4.71M
|
28.2K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9K+ 138.19% |
$4.33M - $4.66M
|
48.1K
$8.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
27.9K+ 0.78% |
$4.33M - $4.65M
|
3.59M
$654M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.5K+ 5.26% |
$4.28M - $4.6M
|
551K
$100M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27.2K+ 8.46% |
$4.22M - $4.54M
|
349K
$63.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.5K+ 125.38% |
$4.12M - $4.43M
|
47.7K
$8.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.5K+ 11.93% |
$4.12M - $4.42M
|
248K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 5.36% |
$3.9M - $4.19M
|
493K
$89.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.8K+ 2.45% |
$3.86M - $4.14M
|
1.04M
$189M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.7K+ 78.08% |
$3.68M - $3.95M
|
53.9K
$9.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
23.4K+ 2.15% |
$3.63M - $3.91M
|
1.11M
$202M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23K+ 17.3% |
$3.58M - $3.84M
|
156K
$28.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23K+ 9.21% |
$3.57M - $3.84M
|
273K
$49.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.1K+ 4.15% |
$3.44M - $3.69M
|
556K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.8K+ 12.49% |
$3.39M - $3.64M
|
196K
$35.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.8K+ 614.77% |
$3.38M - $3.64M
|
25.3K
$4.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
21.2K+ 2.94% |
$3.3M - $3.55M
|
744K
$135M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.4K+ 2.35% |
$3.17M - $3.41M
|
889K
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 4.57% |
$3.13M - $3.37M
|
462K
$84.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$3.08M - $3.31M
|
19.8K
$3.61M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
18.1KNew |
$2.81M - $3.01M
|
18.1K
$3.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18K+ 3.43% |
$2.79M - $3M
|
542K
$98.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 56.12% |
$2.77M - $2.98M
|
49.7K
$9.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.6K+ 44.13% |
$2.74M - $2.94M
|
57.5K
$10.5M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
17.6K+ 19.23% |
$2.73M - $2.94M
|
109K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.4K+ 845.86% |
$2.7M - $2.9M
|
19.4K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
17K+ 2.96% |
$2.65M - $2.84M
|
591K
$108M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
16.3K+ 15.13% |
$2.54M - $2.72M
|
124K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.9K+ 3.62% |
$2.47M - $2.65M
|
455K
$82.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
15.9K+ 7.24% |
$2.46M - $2.65M
|
235K
$42.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
15.7KNew |
$2.45M - $2.63M
|
15.7K
$2.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.6K+ 10.02% |
$2.42M - $2.6M
|
171K
$31.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$2.41M - $2.59M
|
15.5K
$2.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
15.4K+ 7.25% |
$2.4M - $2.58M
|
228K
$41.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.2K+ 21.75% |
$2.2M - $2.37M
|
79.4K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9K+ 17.76% |
$2.17M - $2.33M
|
92.5K
$16.8M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
13K+ 11.38% |
$2.03M - $2.18M
|
128K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.1K+ 14.67% |
$1.88M - $2.02M
|
94.6K
$17.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
12K+ 100.96% |
$1.87M - $2.01M
|
23.9K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
11.7K+ 1655.87% |
$1.82M - $1.95M
|
12.4K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
10.8K+ 19.88% |
$1.68M - $1.81M
|
65.3K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 135.18% |
$1.65M - $1.77M
|
18.4K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10.5K+ 6.43% |
$1.64M - $1.76M
|
174K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
10.5K+ 47.58% |
$1.63M - $1.75M
|
32.6K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.4K+ 77.44% |
$1.61M - $1.73M
|
23.8K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.2K+ 97.94% |
$1.58M - $1.69M
|
20.5K
$3.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$1.57M - $1.68M
|
10.1K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10K+ 34.73% |
$1.55M - $1.67M
|
38.8K
$7.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.63K+ 18.83% |
$1.5M - $1.61M
|
60.8K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.61K+ 83.8% |
$1.49M - $1.6M
|
21.1K
$3.84M
|