Purchases and Sales Made in Q3 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-1.18K
- 6.29%
$183K - $196K
17.5K $3.19M
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
SELL
 -
-1.18K
- 47.61%
$184K - $198K
1.3K $237K
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
SELL
 -
-1.2K
- 13.64%
$186K - $200K
7.6K $1.38M
Oct 10, 2023 Q3 2023
Greenspring Advisors, LLC

SELL
 -
-1.25K
- 19.68%
$194K - $208K
5.09K $926K
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

SELL
 -
-1.26K
- 17.92%
$195K - $210K
5.76K $1.05M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
SELL
 -
-1.26K
- 5.92%
$196K - $210K
20K $3.65M
Nov 14, 2023 Q3 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
SELL
 -
-1.27K
- 78.8%
$197K - $212K
342 $62.3K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

SELL
 -
-1.27K
- 1.29%
$198K - $212K
97.7K $17.8M
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-1.3K
- 7.29%
$201K - $216K
16.5K $3M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

SELL
 -
-1.3K
- 2.91%
$202K - $217K
43.3K $7.9M
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

SELL
 -
-1.3K
- 2.88%
$203K - $218K
44K $8.01M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-1.33K
- 34.98%
$206K - $221K
2.47K $449K
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-1.33K
- 2.96%
$207K - $222K
43.7K $7.96M
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

SELL
 -
-1.37K
- 3.95%
$212K - $228K
33.2K $6.05M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.41K
- 7.38%
$219K - $236K
17.7K $3.23M
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

SELL
 -
-1.43K
- 22.38%
$223K - $239K
4.97K $905K
Oct 27, 2023 Q3 2023
Ma Private Wealth

SELL
 -
-1.44K
- 19.8%
$223K - $240K
5.82K $1.06M
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-1.48K
- 7.73%
$231K - $248K
17.7K $3.23M
Oct 30, 2023 Q3 2023
Capital Advantage, Inc.

SELL
 -
-1.5K
- 1.27%
$233K - $250K
117K $21.3M
Oct 12, 2023 Q3 2023
Oxler Private Wealth LLC

New York, NY
SELL
 -
-1.5K
- 5.39%
$233K - $251K
26.4K $4.8M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-1.54K
- 6.51%
$239K - $257K
22.1K $4.03M
Dec 06, 2023 Q3 2023
Financial Insights, Inc.

SELL
 -
-1.55K
- 6.26%
$241K - $259K
23.2K $4.23M
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-1.57K
- 3.33%
$243K - $261K
45.4K $8.27M
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

SELL
 -
-1.58K
- 0.62%
$245K - $263K
253K $46.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-1.6K
- 11.69%
$248K - $266K
12K $2.19M
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

SELL
 -
-1.6K
- 3.47%
$248K - $267K
44.5K $8.1M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

SELL
 -
-1.6K
- 1.69%
$249K - $267K
93.3K $17M
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-1.62K
- 2.3%
$252K - $271K
69.1K $12.6M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
SELL
 -
-1.62K
- 0.79%
$252K - $271K
205K $37.3M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
SELL
 -
-1.67K
- 25.2%
$260K - $279K
4.97K $905K
Oct 10, 2023 Q3 2023
Gunderson Capital Management Inc.

SELL
 -
-1.68K
- 45.65%
$261K - $280K
2K $364K
Nov 14, 2023 Q3 2023
United Services Automobile Association

San Antonio, TX
SELL
 -
-1.71K
- 8.28%
$266K - $286K
19K $3.46M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.72K
- 5.1%
$267K - $287K
31.9K $5.82M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-1.74K
- 67.16%
$270K - $290K
850 $155K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.74K
- 6.72%
$271K - $291K
24.2K $4.41M
Nov 09, 2023 Q3 2023
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-1.77K
- 26.99%
$275K - $296K
4.79K $873K
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-1.78K
Closed
$276K - $297K
0 $0
Nov 14, 2023 Q3 2023
Leo H. Evart, Inc.

SELL
 -
-1.78K
- 8.79%
$277K - $297K
18.5K $3.37M
Nov 02, 2023 Q3 2023
Cypress Capital Group

SELL
 -
-1.79K
- 20.08%
$277K - $298K
7.11K $1.29M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-1.82K
- 1.49%
$282K - $303K
120K $21.9M
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
SELL
 -
-1.82K
- 13.94%
$283K - $304K
11.3K $2.05M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

SELL
 -
-1.85K
- 41.28%
$288K - $310K
2.64K $480K
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

SELL
 -
-1.85K
- 3.41%
$288K - $310K
52.5K $9.56M
Dec 12, 2024 Q3 2023
Heritage Wealth Advisors

SELL
 -
-1.85K
- 3.41%
$288K - $310K
52.5K $9.56M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

SELL
 -
-1.86K
- 3.13%
$289K - $311K
57.6K $10.5M
Nov 02, 2023 Q3 2023
Ddfg, Inc

Thousand Oaks, CA
SELL
 -
-1.87K
- 1.88%
$290K - $312K
97.3K $17.7M
Nov 14, 2023 Q3 2023
Dan L Duncan Foundation

Houston, TX
SELL
 -
-1.88K
- 1.75%
$291K - $313K
105K $19.2M
Nov 14, 2023 Q3 2023
Walleye Trading LLC

Plymouth, MN
SELL
 -
-1.9K
- 39.85%
$296K - $318K
2.87K $523K
Oct 19, 2023 Q3 2023
Jgp Wealth Management, LLC

SELL
 -
-1.91K
- 9.02%
$297K - $320K
19.3K $3.52M

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