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 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-129- 5.37% |
$20K - $21.5K
|
2.27K
$414K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-130- 1.19% |
$20.2K - $21.7K
|
10.8K
$1.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-134- 0.27% |
$20.8K - $22.4K
|
49.1K
$8.95M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-135- 0.3% |
$21K - $22.5K
|
45.6K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-136- 7.41% |
$21.1K - $22.7K
|
1.7K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-137- 6.85% |
$21.3K - $22.9K
|
1.86K
$340K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-137- 1.0% |
$21.3K - $22.9K
|
13.5K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-138- 2.5% |
$21.4K - $23K
|
5.38K
$980K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-141- 0.91% |
$21.9K - $23.5K
|
15.4K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-142- 6.76% |
$22.1K - $23.7K
|
1.96K
$357K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-143- 2.02% |
$22.2K - $23.9K
|
6.95K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 2.41% |
$22.5K - $24.2K
|
5.86K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-148- 1.36% |
$23K - $24.7K
|
10.7K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-148- 4.93% |
$23K - $24.7K
|
2.85K
$520K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-149- 0.67% |
$23.2K - $24.9K
|
22K
$4M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-150- 2.54% |
$23.3K - $25K
|
5.76K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-154- 0.2% |
$23.9K - $25.7K
|
78.3K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-155- 5.86% |
$24.1K - $25.9K
|
2.49K
$454K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-156- 1.2% |
$24.2K - $26K
|
12.9K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-157- 6.62% |
$24.4K - $26.2K
|
2.21K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-158- 2.62% |
$24.6K - $26.4K
|
5.87K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-159- 2.03% |
$24.7K - $26.5K
|
7.68K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-159- 0.75% |
$24.7K - $26.5K
|
21.2K
$3.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-162- 0.5% |
$25.2K - $27K
|
32K
$5.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-163- 0.34% |
$25.3K - $27.2K
|
48.1K
$8.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-165- 0.28% |
$25.6K - $27.5K
|
58.1K
$10.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-166- 1.2% |
$25.8K - $27.7K
|
13.7K
$2.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-170- 4.96% |
$26.4K - $28.4K
|
3.26K
$593K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-174- 3.05% |
$27K - $29K
|
5.53K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-175- 3.84% |
$27.2K - $29.2K
|
4.38K
$798K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-176- 0.23% |
$27.3K - $29.4K
|
77.6K
$14.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-178- 1.96% |
$27.7K - $29.7K
|
8.91K
$1.62M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-178- 0.69% |
$27.7K - $29.7K
|
25.7K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.43% |
$28.3K - $30.4K
|
12.6K
$2.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-187- 2.22% |
$29.1K - $31.2K
|
8.23K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-187- 1.97% |
$29.1K - $31.2K
|
9.28K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-187- 1.44% |
$29.1K - $31.2K
|
12.8K
$2.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-190- 10.69% |
$29.5K - $31.7K
|
1.59K
$289K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-191- 2.81% |
$29.7K - $31.9K
|
6.61K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-192- 1.46% |
$29.8K - $32.1K
|
13K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-193- 0.23% |
$30K - $32.2K
|
83.5K
$15.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-193- 2.28% |
$30K - $32.2K
|
8.28K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-194- 4.51% |
$30.1K - $32.4K
|
4.11K
$749K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-196- 2.76% |
$30.5K - $32.7K
|
6.91K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-197- 0.96% |
$30.6K - $32.9K
|
20.3K
$3.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-199- 1.77% |
$30.9K - $33.2K
|
11.1K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-200- 3.11% |
$31.1K - $33.4K
|
6.23K
$1.13M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-200- 0.12% |
$31.1K - $33.4K
|
169K
$30.8M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-201- 1.02% |
$31.2K - $33.6K
|
19.6K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-207- 0.29% |
$32.2K - $34.6K
|
71.9K
$13.1M
|