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 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.6K+ 0.92% |
$1.49M - $1.6M
|
1.06M
$192M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2K+ 501.03% |
$1.43M - $1.54M
|
11K
$2.01M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
9.17K+ 8.97% |
$1.42M - $1.53M
|
111K
$20.3M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
8.65KNew |
$1.34M - $1.44M
|
8.65K
$1.57M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.56K+ 8.47% |
$1.33M - $1.43M
|
110K
$20M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.32K+ 103.23% |
$1.29M - $1.39M
|
16.4K
$2.98M
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.25K+ 3.68% |
$1.28M - $1.38M
|
232K
$42.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.08K+ 0.13% |
$1.25M - $1.35M
|
6.19M
$1.13B
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.06K+ 5.02% |
$1.25M - $1.35M
|
169K
$30.7M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
7.93K+ 2.34% |
$1.23M - $1.32M
|
347K
$63.2M
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7.91K+ 1415.38% |
$1.23M - $1.32M
|
8.47K
$1.54M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.89K+ 7.52% |
$1.23M - $1.32M
|
113K
$20.6M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.66K+ 8.96% |
$1.19M - $1.28M
|
93.2K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
7.54KNew |
$1.17M - $1.26M
|
7.54K
$1.37M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.42K+ 598.39% |
$1.15M - $1.24M
|
8.66K
$1.58M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.24K+ 10.9% |
$1.13M - $1.21M
|
73.7K
$13.4M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.2K+ 7200.0% |
$1.12M - $1.2M
|
7.3K
$1.33M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.95K+ 5.1% |
$1.08M - $1.16M
|
143K
$26.1M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.92K+ 14.14% |
$1.08M - $1.16M
|
55.9K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.72KNew |
$1.04M - $1.12M
|
6.72K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.63K+ 9.44% |
$1.03M - $1.11M
|
76.8K
$14M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.49K+ 11.43% |
$1.01M - $1.08M
|
63.2K
$11.5M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.35K+ 7.99% |
$986K - $1.06M
|
85.8K
$15.6M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
6.32K+ 42.77% |
$982K - $1.06M
|
21.1K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.26KNew |
$973K - $1.05M
|
6.26K
$1.14M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
6.2K+ 44.86% |
$964K - $1.04M
|
20K
$3.65M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.03KNew |
$937K - $1.01M
|
6.03K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.03K+ 56.58% |
$936K - $1.01M
|
16.7K
$3.04M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.91KNew |
$918K - $986K
|
5.91K
$1.08M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.88K+ 85.72% |
$913K - $981K
|
12.7K
$2.32M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.85K+ 1.08% |
$910K - $977K
|
548K
$99.8M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.79K+ 81.86% |
$900K - $967K
|
12.9K
$2.34M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.69KNew |
$884K - $949K
|
5.69K
$1.04M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.44K+ 13.92% |
$846K - $909K
|
44.5K
$8.11M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.39K+ 2.35% |
$838K - $900K
|
235K
$42.8M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.18K+ 23.91% |
$805K - $865K
|
26.8K
$4.89M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.14K+ 1.16% |
$798K - $857K
|
449K
$81.8M
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.08K+ 9.62% |
$789K - $848K
|
57.9K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.05K+ 10.47% |
$784K - $842K
|
53.2K
$9.7M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.03KNew |
$781K - $840K
|
5.03K
$916K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.03K+ 84.48% |
$781K - $839K
|
11K
$2M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5KNew |
$776K - $834K
|
5K
$910K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
4.95K+ 2.32% |
$769K - $827K
|
218K
$39.8M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.92K+ 28.21% |
$765K - $822K
|
22.4K
$4.08M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76K+ 1.25% |
$740K - $795K
|
385K
$70M
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
4.74KNew |
$737K - $792K
|
4.74K
$864K
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.64K+ 7.19% |
$722K - $775K
|
69.2K
$12.6M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.62K+ 83.91% |
$717K - $771K
|
10.1K
$1.84M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.51K+ 6.58% |
$700K - $753K
|
73K
$13.3M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.37K+ 42.38% |
$679K - $730K
|
14.7K
$2.67M
|