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 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-48- 1.57% |
$7.46K - $8.01K
|
3.01K
$549K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-48Closed |
$7.46K - $8.01K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-49- 0.36% |
$7.61K - $8.18K
|
13.5K
$2.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-50- 1.15% |
$7.77K - $8.35K
|
4.3K
$783K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 1.0% |
$7.77K - $8.35K
|
4.94K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.14% |
$7.77K - $8.35K
|
36.9K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50- 0.97% |
$7.77K - $8.35K
|
5.08K
$926K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-51- 1.26% |
$7.92K - $8.51K
|
4K
$729K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52- 0.58% |
$8.08K - $8.68K
|
8.94K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-53- 0.68% |
$8.24K - $8.85K
|
7.74K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-53- 0.38% |
$8.24K - $8.85K
|
14.1K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-54- 0.59% |
$8.39K - $9.02K
|
9.09K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-54- 0.41% |
$8.39K - $9.02K
|
13K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-54- 2.34% |
$8.39K - $9.02K
|
2.25K
$410K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-56- 0.33% |
$8.7K - $9.35K
|
16.9K
$3.08M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 1.63% |
$8.7K - $9.35K
|
3.38K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-58- 0.85% |
$9.01K - $9.68K
|
6.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-61- 0.49% |
$9.48K - $10.2K
|
12.3K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-61- 0.79% |
$9.48K - $10.2K
|
7.63K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-62- 3.91% |
$9.63K - $10.4K
|
1.53K
$278K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-62- 4.38% |
$9.63K - $10.4K
|
1.35K
$246K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-62- 2.4% |
$9.63K - $10.4K
|
2.52K
$459K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-63- 1.94% |
$9.79K - $10.5K
|
3.19K
$581K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-65- 0.52% |
$10.1K - $10.9K
|
12.3K
$2.25M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-65- 11.61% |
$10.1K - $10.9K
|
495
$90.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-66- 0.44% |
$10.3K - $11K
|
14.8K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-66- 1.92% |
$10.3K - $11K
|
3.37K
$613K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-68- 1.06% |
$10.6K - $11.4K
|
6.35K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-68- 0.07% |
$10.6K - $11.4K
|
102K
$18.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-69- 2.56% |
$10.7K - $11.5K
|
2.63K
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-69- 0.08% |
$10.7K - $11.5K
|
85.8K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-69- 3.78% |
$10.7K - $11.5K
|
1.76K
$320K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-70- 2.49% |
$10.9K - $11.7K
|
2.75K
$500K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-70- 1.18% |
$10.9K - $11.7K
|
5.87K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-70- 1.27% |
$10.9K - $11.7K
|
5.43K
$988K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-74- 0.48% |
$11.5K - $12.4K
|
15.2K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-74- 1.0% |
$11.5K - $12.4K
|
7.31K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 3.23% |
$11.7K - $12.5K
|
2.25K
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-75- 0.46% |
$11.7K - $12.5K
|
16.3K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-76- 0.05% |
$11.8K - $12.7K
|
156K
$28.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-77- 1.19% |
$12K - $12.9K
|
6.38K
$1.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-79- 1.17% |
$12.3K - $13.2K
|
6.67K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-79- 10.35% |
$12.3K - $13.2K
|
684
$125K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-79- 0.96% |
$12.3K - $13.2K
|
8.18K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-81- 3.09% |
$12.6K - $13.5K
|
2.54K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-82- 0.97% |
$12.7K - $13.7K
|
8.35K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-83- 29.23% |
$12.9K - $13.9K
|
201
$36.6K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-84- 0.38% |
$13.1K - $14K
|
21.9K
$3.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-85- 1.38% |
$13.2K - $14.2K
|
6.07K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 0.91% |
$13.2K - $14.2K
|
9.26K
$1.69M
|