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 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
|
|
|
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
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-178- 20.6% |
$27.7K - $29.7K
|
686
$125K
|
|
|
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
|