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 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-762- 2.34% |
$118K - $127K
|
31.8K
$5.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-781- 4.21% |
$121K - $130K
|
17.8K
$3.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-815- 24.9% |
$127K - $136K
|
2.46K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-839- 10.69% |
$130K - $140K
|
7.01K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-840- 7.0% |
$131K - $140K
|
11.2K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-842- 2.33% |
$131K - $141K
|
35.3K
$6.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-858- 4.04% |
$133K - $143K
|
20.4K
$3.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-862- 3.61% |
$134K - $144K
|
23K
$4.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-871- 24.12% |
$135K - $145K
|
2.74K
$499K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-890- 0.4% |
$138K - $149K
|
224K
$40.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-895- 6.64% |
$139K - $149K
|
12.6K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-902- 5.08% |
$140K - $151K
|
16.9K
$3.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-906- 16.21% |
$141K - $151K
|
4.68K
$853K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-907- 0.58% |
$141K - $151K
|
156K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-912- 1.5% |
$142K - $152K
|
60.1K
$10.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-921- 22.29% |
$143K - $154K
|
3.21K
$585K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-921- 1.82% |
$143K - $154K
|
49.7K
$9.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-938- 6.78% |
$146K - $157K
|
12.9K
$2.35M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-960- 2.52% |
$149K - $160K
|
37.2K
$6.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-966- 11.38% |
$150K - $161K
|
7.52K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-973- 2.82% |
$151K - $162K
|
33.5K
$6.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-975- 17.27% |
$151K - $163K
|
4.67K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-986- 0.77% |
$153K - $165K
|
127K
$23M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-997- 28.38% |
$155K - $166K
|
2.52K
$458K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-1K- 2.07% |
$156K - $167K
|
47.3K
$8.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1K- 1.73% |
$156K - $167K
|
57K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.01K- 33.71% |
$157K - $169K
|
1.99K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.01K- 11.1% |
$157K - $169K
|
8.1K
$1.48M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.02K- 10.45% |
$158K - $170K
|
8.72K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 31.51% |
$158K - $170K
|
2.22K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.02K- 1.65% |
$158K - $170K
|
60.8K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.04K- 10.85% |
$161K - $173K
|
8.51K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.05K- 0.11% |
$163K - $175K
|
950K
$173M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.05K- 0.5% |
$163K - $175K
|
208K
$37.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.05K- 5.68% |
$163K - $176K
|
17.5K
$3.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.07K- 1.77% |
$166K - $178K
|
59.3K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 5.15% |
$166K - $179K
|
19.7K
$3.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.23% |
$167K - $179K
|
5.98K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.08K- 4.54% |
$167K - $180K
|
22.7K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 2.82% |
$167K - $180K
|
37.2K
$6.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 39.37% |
$170K - $183K
|
1.69K
$307K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.11K- 8.07% |
$172K - $185K
|
12.6K
$2.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.57% |
$173K - $186K
|
42.2K
$7.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.11K- 14.62% |
$173K - $186K
|
6.51K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.12K- 35.98% |
$173K - $186K
|
1.98K
$361K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.13K- 6.87% |
$175K - $188K
|
15.3K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 7.27% |
$178K - $191K
|
14.6K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.15K- 20.46% |
$178K - $192K
|
4.46K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.15K- 2.15% |
$179K - $192K
|
52.5K
$9.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 2.38% |
$182K - $196K
|
48.2K
$8.77M
|