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 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.4K- 4.11% |
$684K - $735K
|
103K
$18.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-4.6K- 6.59% |
$715K - $768K
|
65.2K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.7K- 2.0% |
$730K - $784K
|
230K
$41.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4.84K- 7.56% |
$752K - $808K
|
59.1K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.92K- 1.61% |
$764K - $821K
|
301K
$54.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.17K- 7.74% |
$803K - $862K
|
61.6K
$11.2M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.37K- 5.48% |
$835K - $897K
|
92.7K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.49K- 58.05% |
$854K - $917K
|
3.97K
$723K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.51K- 13.48% |
$857K - $921K
|
35.4K
$6.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-5.54K- 5.85% |
$861K - $925K
|
89.3K
$16.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.75K- 18.46% |
$893K - $959K
|
25.4K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.9K- 1.77% |
$917K - $985K
|
328K
$59.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-6.05K- 3.73% |
$940K - $1.01M
|
156K
$28.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.06K- 2.25% |
$942K - $1.01M
|
263K
$48M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.23K- 7.69% |
$968K - $1.04M
|
74.8K
$13.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.45K- 16.4% |
$1M - $1.08M
|
32.9K
$5.98M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.46K- 28.48% |
$1M - $1.08M
|
16.2K
$2.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-6.51K- 82.52% |
$1.01M - $1.09M
|
1.38K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.57K- 4.69% |
$1.02M - $1.1M
|
134K
$24.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.59K- 11.62% |
$1.02M - $1.1M
|
50.1K
$9.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.74K- 6.19% |
$1.05M - $1.13M
|
102K
$18.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.75K- 77.72% |
$1.05M - $1.13M
|
1.94K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7K- 14.23% |
$1.09M - $1.17M
|
42.2K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-7.01K- 19.55% |
$1.09M - $1.17M
|
28.8K
$5.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7.16K- 0.79% |
$1.11M - $1.2M
|
903K
$164M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 28.24% |
$1.12M - $1.2M
|
18.3K
$3.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-7.36K- 7.74% |
$1.14M - $1.23M
|
87.8K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7.39K- 36.02% |
$1.15M - $1.23M
|
13.1K
$2.39M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.55K- 26.55% |
$1.17M - $1.26M
|
20.9K
$3.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.59K- 18.18% |
$1.18M - $1.27M
|
34.2K
$6.22M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.63K- 6.94% |
$1.18M - $1.27M
|
102K
$18.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-7.74K- 5.07% |
$1.2M - $1.29M
|
145K
$26.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.91K- 93.4% |
$1.23M - $1.32M
|
559
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8K- 8.85% |
$1.24M - $1.33M
|
82.3K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.09K- 6.94% |
$1.26M - $1.35M
|
108K
$19.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.17K- 3.53% |
$1.27M - $1.36M
|
224K
$40.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-8.17K- 2.74% |
$1.27M - $1.36M
|
290K
$52.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.2K- 7.76% |
$1.27M - $1.37M
|
97.4K
$17.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.39K- 26.81% |
$1.3M - $1.4M
|
22.9K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.49K- 2.25% |
$1.32M - $1.42M
|
369K
$67.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.62K- 0.24% |
$1.34M - $1.44M
|
3.61M
$657M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.75K- 0.52% |
$1.36M - $1.46M
|
1.68M
$306M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.85K- 21.58% |
$1.37M - $1.48M
|
32.2K
$5.86M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-8.87K- 3.87% |
$1.38M - $1.48M
|
220K
$40.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-9.57K- 14.62% |
$1.49M - $1.6M
|
55.9K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.58K- 1.01% |
$1.49M - $1.6M
|
943K
$172M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.59K- 2.4% |
$1.49M - $1.6M
|
390K
$71M
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-9.97K- 63.02% |
$1.55M - $1.66M
|
5.85K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-10K- 26.9% |
$1.55M - $1.67M
|
27.2K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.2K- 5.08% |
$1.58M - $1.69M
|
190K
$34.5M
|