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
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-529- 2.69% |
$82.2K - $88.3K
|
19.1K
$3.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-531- 3.32% |
$82.5K - $88.7K
|
15.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-535- 4.66% |
$83.1K - $89.3K
|
11K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-541- 10.65% |
$84.1K - $90.3K
|
4.54K
$826K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-541- 0.64% |
$84.1K - $90.3K
|
84.3K
$15.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-543- 2.12% |
$84.4K - $90.7K
|
25.1K
$4.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-547- 9.04% |
$85K - $91.3K
|
5.5K
$1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-547- 6.3% |
$85K - $91.3K
|
8.14K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-549- 0.46% |
$85.3K - $91.7K
|
118K
$21.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-555- 1.83% |
$86.2K - $92.7K
|
29.8K
$5.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-562- 5.98% |
$87.3K - $93.8K
|
8.83K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-572- 3.77% |
$88.9K - $95.5K
|
14.6K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-572- 0.48% |
$88.9K - $95.5K
|
118K
$21.5M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-573- 6.48% |
$89K - $95.7K
|
8.27K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-578- 2.2% |
$89.8K - $96.5K
|
25.7K
$4.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-583- 2.12% |
$90.6K - $97.3K
|
27K
$4.91M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-583- 42.59% |
$90.6K - $97.3K
|
786
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-588- 2.54% |
$91.4K - $98.2K
|
22.6K
$4.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-589- 1.72% |
$91.5K - $98.3K
|
33.7K
$6.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-599- 2.49% |
$93.1K - $100K
|
23.5K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-600- 12.66% |
$93.2K - $100K
|
4.14K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-600- 8.78% |
$93.2K - $100K
|
6.23K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-600- 22.81% |
$93.2K - $100K
|
2.03K
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-604- 0.26% |
$93.8K - $101K
|
231K
$42.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-610- 1.8% |
$94.8K - $102K
|
33.2K
$6.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-612- 18.65% |
$95.1K - $102K
|
2.67K
$486K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-630- 3.27% |
$97.9K - $105K
|
18.7K
$3.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-633- 1.07% |
$98.4K - $106K
|
58.4K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-640- 1.37% |
$99.4K - $107K
|
46.2K
$8.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-646- 5.16% |
$100K - $108K
|
11.9K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-650- 0.36% |
$101K - $109K
|
180K
$32.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-652- 11.19% |
$101K - $109K
|
5.18K
$943K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-660- 2.7% |
$103K - $110K
|
23.8K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-661- 0.5% |
$103K - $110K
|
132K
$24M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-664- 2.07% |
$103K - $111K
|
31.5K
$5.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-692- 29.61% |
$108K - $116K
|
1.65K
$300K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-693- 2.52% |
$108K - $116K
|
26.8K
$4.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-696- 2.6% |
$108K - $116K
|
26.1K
$4.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-697- 2.01% |
$108K - $116K
|
34.1K
$6.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-699- 1.5% |
$109K - $117K
|
46K
$8.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-702- 8.36% |
$109K - $117K
|
7.7K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-706- 6.0% |
$110K - $118K
|
11.1K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-710- 3.63% |
$110K - $119K
|
18.9K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-711- 2.96% |
$110K - $119K
|
23.3K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-717- 7.77% |
$111K - $120K
|
8.51K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-728- 16.32% |
$113K - $122K
|
3.73K
$680K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-730- 3.43% |
$113K - $122K
|
20.5K
$3.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-730- 1.27% |
$113K - $122K
|
56.8K
$10.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-737- 1.52% |
$115K - $123K
|
47.6K
$8.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-737- 11.76% |
$115K - $123K
|
5.53K
$1.01M
|