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 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.09% |
$33.9K - $36.4K
|
4.06K
$740K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-221- 4.18% |
$34.3K - $36.9K
|
5.06K
$922K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-221- 0.85% |
$34.3K - $36.9K
|
25.8K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-222- 3.55% |
$34.5K - $37.1K
|
6.03K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-223- 1.03% |
$34.6K - $37.2K
|
21.5K
$3.91M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-226- 1.88% |
$35.1K - $37.7K
|
11.8K
$2.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-226- 1.17% |
$35.1K - $37.7K
|
19.1K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-228- 1.06% |
$35.4K - $38.1K
|
21.2K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-231- 1.02% |
$35.9K - $38.6K
|
22.4K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-232- 3.84% |
$36K - $38.7K
|
5.82K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-233- 3.44% |
$36.2K - $38.9K
|
6.53K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-235- 0.84% |
$36.5K - $39.2K
|
27.7K
$5.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-237- 0.41% |
$36.8K - $39.6K
|
58.2K
$10.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-238- 4.09% |
$37K - $39.7K
|
5.58K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.19% |
$37.8K - $40.6K
|
20.1K
$3.67M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-248- 10.69% |
$38.5K - $41.4K
|
2.07K
$377K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-249- 4.52% |
$38.7K - $41.6K
|
5.26K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-250- 9.7% |
$38.8K - $41.7K
|
2.33K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-257- 2.22% |
$39.9K - $42.9K
|
11.3K
$2.07M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-258- 5.07% |
$40.1K - $43.1K
|
4.83K
$879K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-259- 8.74% |
$40.2K - $43.2K
|
2.7K
$492K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-260- 0.47% |
$40.4K - $43.4K
|
55.2K
$10.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-260- 1.59% |
$40.4K - $43.4K
|
16.1K
$2.93M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-262- 7.31% |
$40.7K - $43.7K
|
3.32K
$605K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-263- 0.85% |
$40.9K - $43.9K
|
30.7K
$5.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-265- 0.44% |
$41.2K - $44.2K
|
60.6K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-265- 0.23% |
$41.2K - $44.2K
|
113K
$20.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-268- 12.2% |
$41.6K - $44.7K
|
1.93K
$351K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-270- 10.37% |
$42K - $45.1K
|
2.33K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-274- 2.98% |
$42.6K - $45.7K
|
8.91K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-280- 6.57% |
$43.5K - $46.7K
|
3.98K
$725K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-281- 12.14% |
$43.7K - $46.9K
|
2.03K
$370K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-284- 1.37% |
$44.1K - $47.4K
|
20.5K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-286- 0.73% |
$44.4K - $47.7K
|
38.9K
$7.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-290- 0.6% |
$45.1K - $48.4K
|
48.1K
$8.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-291- 3.3% |
$45.2K - $48.6K
|
8.53K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-291- 7.67% |
$45.2K - $48.6K
|
3.51K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-294- 8.15% |
$45.7K - $49.1K
|
3.31K
$604K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-296- 6.35% |
$46K - $49.4K
|
4.37K
$795K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-296- 10.66% |
$46K - $49.4K
|
2.48K
$452K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-297- 2.59% |
$46.1K - $49.6K
|
11.2K
$2.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-300- 5.96% |
$46.6K - $50.1K
|
4.73K
$862K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-300- 16.44% |
$46.6K - $50.1K
|
1.53K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-300- 13.58% |
$46.6K - $50.1K
|
1.91K
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-301- 7.76% |
$46.8K - $50.3K
|
3.58K
$652K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.98% |
$46.9K - $50.4K
|
15K
$2.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-307- 3.76% |
$47.7K - $51.3K
|
7.85K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-310- 3.64% |
$48.2K - $51.8K
|
8.21K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-313- 2.46% |
$48.6K - $52.3K
|
12.4K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-316- 7.63% |
$49.1K - $52.8K
|
3.83K
$697K
|