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 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-320- 4.75% |
$49.7K - $53.4K
|
6.42K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-323- 4.55% |
$50.2K - $53.9K
|
6.77K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-324- 7.59% |
$50.3K - $54.1K
|
3.95K
$719K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-324- 4.88% |
$50.3K - $54.1K
|
6.32K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-325- 0.85% |
$50.5K - $54.3K
|
38K
$6.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-330- 9.54% |
$51.3K - $55.1K
|
3.13K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-331- 12.45% |
$51.4K - $55.3K
|
2.33K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-340- 1.18% |
$52.8K - $56.8K
|
28.6K
$5.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-343- 3.55% |
$53.3K - $57.3K
|
9.32K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-346- 1.93% |
$53.8K - $57.8K
|
17.6K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-350- 3.62% |
$54.4K - $58.4K
|
9.33K
$1.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-358- 9.34% |
$55.6K - $59.8K
|
3.48K
$633K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-364- 4.52% |
$56.6K - $60.8K
|
7.7K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-367- 6.87% |
$57K - $61.3K
|
4.98K
$907K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-379- 1.1% |
$58.9K - $63.3K
|
34.1K
$6.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-383- 14.6% |
$59.5K - $63.9K
|
2.24K
$408K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-384- 15.06% |
$59.7K - $64.1K
|
2.17K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-387- 1.1% |
$60.1K - $64.6K
|
34.9K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-387- 10.3% |
$60.1K - $64.6K
|
3.37K
$614K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-388- 2.39% |
$60.3K - $64.8K
|
15.8K
$2.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-393- 16.23% |
$61.1K - $65.6K
|
2.03K
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-395- 3.69% |
$61.4K - $65.9K
|
10.3K
$1.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-397- 2.8% |
$61.7K - $66.3K
|
13.8K
$2.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-403- 0.22% |
$62.6K - $67.3K
|
180K
$32.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-419- 1.1% |
$65.1K - $70K
|
37.7K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-421- 0.67% |
$65.4K - $70.3K
|
62.4K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-424- 1.61% |
$65.9K - $70.8K
|
26K
$4.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-427- 4.47% |
$66.3K - $71.3K
|
9.13K
$1.66M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-432- 42.86% |
$67.1K - $72.1K
|
576
$105K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-435- 7.73% |
$67.6K - $72.6K
|
5.19K
$946K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-437- 1.93% |
$67.9K - $73K
|
22.2K
$4.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-447- 10.57% |
$69.5K - $74.6K
|
3.78K
$689K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-447- 13.49% |
$69.5K - $74.6K
|
2.87K
$522K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-447- 7.33% |
$69.5K - $74.6K
|
5.65K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-450- 0.92% |
$69.9K - $75.1K
|
48.3K
$8.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-461- 4.24% |
$71.6K - $77K
|
10.4K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-463- 3.25% |
$71.9K - $77.3K
|
13.8K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-467- 0.94% |
$72.6K - $78K
|
49.4K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-469- 0.89% |
$72.9K - $78.3K
|
52.1K
$9.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-473- 1.9% |
$73.5K - $79K
|
24.4K
$4.45M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-475- 0.99% |
$73.8K - $79.3K
|
47.7K
$8.7M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-485- 11.19% |
$75.4K - $81K
|
3.85K
$701K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-486- 7.09% |
$75.5K - $81.1K
|
6.37K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-489- 5.69% |
$76K - $81.6K
|
8.1K
$1.48M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-491- 6.44% |
$76.3K - $82K
|
7.14K
$1.3M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-500- 7.14% |
$77.7K - $83.5K
|
6.5K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-502- 5.8% |
$78K - $83.8K
|
8.16K
$1.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-505- 6.34% |
$78.5K - $84.3K
|
7.47K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-508- 4.41% |
$78.9K - $84.8K
|
11K
$2.01M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-523- 2.49% |
$81.3K - $87.3K
|
20.5K
$3.73M
|