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 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-85- 0.57% |
$13.2K - $14.2K
|
14.9K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-85- 1.81% |
$13.2K - $14.2K
|
4.6K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-88- 1.27% |
$13.7K - $14.7K
|
6.86K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-89- 2.97% |
$13.8K - $14.9K
|
2.91K
$530K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-90- 0.62% |
$14K - $15K
|
14.5K
$2.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-90- 5.85% |
$14K - $15K
|
1.45K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-92- 0.88% |
$14.3K - $15.4K
|
10.4K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-92- 3.57% |
$14.3K - $15.4K
|
2.48K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-93- 4.36% |
$14.5K - $15.5K
|
2.04K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-94- 58.75% |
$14.6K - $15.7K
|
66
$12K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-95- 0.26% |
$14.8K - $15.9K
|
36.4K
$6.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-95- 0.44% |
$14.8K - $15.9K
|
21.4K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-96- 0.3% |
$14.9K - $16K
|
31.7K
$5.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-98- 4.4% |
$15.2K - $16.4K
|
2.13K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-98- 3.37% |
$15.2K - $16.4K
|
2.81K
$512K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-98- 3.37% |
$15.2K - $16.4K
|
2.81K
$512K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-99- 1.73% |
$15.4K - $16.5K
|
5.63K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.08% |
$15.5K - $16.7K
|
4.71K
$858K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 3.37% |
$15.5K - $16.7K
|
2.87K
$523K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-100- 3.42% |
$15.5K - $16.7K
|
2.83K
$515K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100- 2.67% |
$15.5K - $16.7K
|
3.64K
$663K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$15.5K - $16.7K
|
11.2K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 2.59% |
$15.5K - $16.7K
|
3.75K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 5.18% |
$15.5K - $16.7K
|
1.83K
$334K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-101- 0.52% |
$15.7K - $16.9K
|
19.4K
$3.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-103- 4.39% |
$16K - $17.2K
|
2.24K
$408K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-105- 0.77% |
$16.3K - $17.5K
|
13.6K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-105- 5.96% |
$16.3K - $17.5K
|
1.66K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-108- 0.55% |
$16.8K - $18K
|
19.6K
$3.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-109- 2.63% |
$16.9K - $18.2K
|
4.03K
$735K
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-109- 0.45% |
$16.9K - $18.2K
|
24.2K
$4.42M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-111- 4.95% |
$17.2K - $18.5K
|
2.13K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-113- 1.45% |
$17.6K - $18.9K
|
7.68K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 2.72% |
$17.6K - $18.9K
|
4.04K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-113- 5.3% |
$17.6K - $18.9K
|
2.02K
$368K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-115- 5.89% |
$17.9K - $19.2K
|
1.84K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-116- 2.11% |
$18K - $19.4K
|
5.38K
$981K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-117- 3.73% |
$18.2K - $19.5K
|
3.02K
$550K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-117- 5.07% |
$18.2K - $19.5K
|
2.19K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-118- 3.01% |
$18.3K - $19.7K
|
3.8K
$693K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-122- 2.89% |
$19K - $20.4K
|
4.1K
$747K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-122- 1.89% |
$19K - $20.4K
|
6.33K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-123- 4.44% |
$19.1K - $20.5K
|
2.65K
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-123- 5.46% |
$19.1K - $20.5K
|
2.13K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-123- 1.65% |
$19.1K - $20.5K
|
7.34K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-124- 2.93% |
$19.3K - $20.7K
|
4.11K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-126- 6.11% |
$19.6K - $21K
|
1.94K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.0% |
$19.9K - $21.4K
|
12.7K
$2.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-129- 0.43% |
$20K - $21.5K
|
30K
$5.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-129- 5.49% |
$20K - $21.5K
|
2.22K
$405K
|