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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.2K- 26.82% |
$1.59M - $1.7M
|
27.9K
$5.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.4K- 17.01% |
$1.62M - $1.74M
|
50.9K
$9.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 8.11% |
$1.64M - $1.76M
|
119K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 1.31% |
$1.77M - $1.9M
|
855K
$156M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-11.4K- 14.6% |
$1.77M - $1.91M
|
66.8K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-11.5K- 11.06% |
$1.79M - $1.93M
|
92.8K
$16.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-11.8K- 52.35% |
$1.84M - $1.97M
|
10.8K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-12.4K- 10.49% |
$1.93M - $2.07M
|
106K
$19.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 11.37% |
$2.02M - $2.17M
|
101K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.2K- 1.95% |
$2.05M - $2.21M
|
665K
$121M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.4K- 14.49% |
$2.08M - $2.23M
|
78.8K
$14.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-13.6K- 11.01% |
$2.12M - $2.27M
|
110K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.6K- 3.5% |
$2.12M - $2.27M
|
376K
$68.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15.2K- 17.21% |
$2.36M - $2.54M
|
73.2K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.7K- 7.43% |
$2.44M - $2.62M
|
196K
$35.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-16.9K- 6.33% |
$2.62M - $2.81M
|
250K
$45.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-17.6K- 7.49% |
$2.74M - $2.94M
|
218K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 20.18% |
$2.75M - $2.96M
|
70K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-17.7K- 45.89% |
$2.75M - $2.96M
|
20.9K
$3.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-19.1K- 23.63% |
$2.97M - $3.19M
|
61.8K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.3K- 8.78% |
$3.16M - $3.4M
|
211K
$38.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-20.7K- 72.05% |
$3.22M - $3.46M
|
8.05K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-21.9K- 28.36% |
$3.41M - $3.66M
|
55.4K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.1K- 7.79% |
$3.44M - $3.69M
|
262K
$47.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-22.2K- 19.27% |
$3.44M - $3.7M
|
92.8K
$16.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.4K- 8.43% |
$3.48M - $3.74M
|
243K
$44.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-28.2K- 21.22% |
$4.38M - $4.71M
|
105K
$19.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-29.1K- 73.33% |
$4.53M - $4.86M
|
10.6K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30K- 20.98% |
$4.66M - $5.01M
|
113K
$20.6M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30K- 20.98% |
$4.66M - $5.01M
|
113K
$20.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-32.4K- 18.95% |
$5.04M - $5.42M
|
139K
$25.3M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-34.5K- 95.62% |
$5.36M - $5.76M
|
1.58K
$288K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-34.8K- 47.43% |
$5.41M - $5.81M
|
38.6K
$7.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35.8K- 22.31% |
$5.57M - $5.98M
|
125K
$22.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.9K- 32.14% |
$5.58M - $6M
|
75.9K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37K- 0.36% |
$5.75M - $6.18M
|
10.4M
$1.89B
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-39.7K- 33.34% |
$6.17M - $6.63M
|
79.4K
$14.5M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.1K- 5.97% |
$6.23M - $6.69M
|
632K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46K- 68.44% |
$7.15M - $7.68M
|
21.2K
$3.86M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51K- 39.73% |
$7.92M - $8.51M
|
77.3K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.9K- 2.7% |
$8.07M - $8.67M
|
1.87M
$340M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70.4K- 92.79% |
$10.9M - $11.7M
|
5.47K
$997K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-73K- 10.82% |
$11.3M - $12.2M
|
602K
$110M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-77.6K- 71.02% |
$12.1M - $13M
|
31.7K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.3K- 26.84% |
$13.1M - $14.1M
|
230K
$41.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.7K- 96.3% |
$14.4M - $15.5M
|
3.56K
$649K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-97.8K- 21.82% |
$15.2M - $16.3M
|
350K
$63.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 77.2% |
$16.1M - $17.3M
|
30.5K
$5.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-105K- 1.65% |
$16.3M - $17.6M
|
6.26M
$1.14B
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-118K- 79.44% |
$18.4M - $19.7M
|
30.6K
$5.58M
|