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 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.96K- 25.24% |
$304K - $326K
|
5.79K
$1.05M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.03K- 20.14% |
$315K - $339K
|
8.05K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.04K- 10.3% |
$316K - $340K
|
17.7K
$3.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.07K- 7.12% |
$322K - $346K
|
27K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.07K- 6.38% |
$322K - $346K
|
30.4K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.14K- 5.75% |
$333K - $358K
|
35.1K
$6.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.17K- 15.46% |
$337K - $362K
|
11.9K
$2.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.2K- 25.87% |
$341K - $366K
|
6.29K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.26K- 3.56% |
$351K - $377K
|
61.3K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.29K- 1.93% |
$356K - $383K
|
116K
$21.2M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-2.3K- 23.38% |
$357K - $383K
|
7.53K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.31K- 4.84% |
$358K - $385K
|
45.3K
$8.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 12.03% |
$360K - $387K
|
17K
$3.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.53K- 0.5% |
$393K - $422K
|
504K
$91.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.53K- 5.36% |
$393K - $423K
|
44.7K
$8.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.55K- 4.72% |
$395K - $425K
|
51.4K
$9.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 5.21% |
$398K - $428K
|
46.7K
$8.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 24.23% |
$400K - $430K
|
8.05K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.65K- 27.91% |
$412K - $443K
|
6.86K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-2.7K- 5.38% |
$420K - $451K
|
47.5K
$8.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.72K- 5.56% |
$422K - $454K
|
46.2K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.79K- 2.4% |
$434K - $466K
|
113K
$20.7M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.95K- 12.57% |
$458K - $492K
|
20.5K
$3.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 8.6% |
$470K - $505K
|
32.1K
$5.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.08K- 7.51% |
$479K - $514K
|
38K
$6.91M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.16K- 12.88% |
$491K - $528K
|
21.4K
$3.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.21K- 3.38% |
$499K - $536K
|
91.9K
$16.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.26K- 1.24% |
$506K - $544K
|
258K
$47M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.28K- 5.33% |
$509K - $547K
|
58.2K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3.32K- 1.39% |
$516K - $554K
|
235K
$42.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.34K- 2.87% |
$519K - $558K
|
113K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.37K- 3.96% |
$524K - $563K
|
81.8K
$14.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.48K- 18.61% |
$541K - $581K
|
15.2K
$2.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.51K- 5.51% |
$545K - $585K
|
60.1K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.51K- 3.12% |
$545K - $586K
|
109K
$19.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.54K- 31.46% |
$550K - $591K
|
7.71K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.59K- 5.09% |
$557K - $599K
|
66.8K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 7.03% |
$559K - $601K
|
47.5K
$8.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.62K- 31.48% |
$563K - $605K
|
7.89K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.72K- 20.35% |
$577K - $620K
|
14.5K
$2.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.77K- 3.3% |
$586K - $629K
|
111K
$20.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.79K- 4.18% |
$588K - $632K
|
86.8K
$15.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.84K- 20.62% |
$596K - $641K
|
14.8K
$2.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.87K- 3.78% |
$601K - $645K
|
98.5K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.92K- 84.38% |
$608K - $654K
|
725
$132K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.18K- 59.66% |
$650K - $698K
|
2.83K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.24K- 0.71% |
$659K - $708K
|
595K
$108M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.3K- 6.68% |
$668K - $718K
|
60.1K
$10.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.33K- 3.01% |
$672K - $722K
|
139K
$25.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.39K- 3.18% |
$682K - $733K
|
133K
$24.3M
|