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 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.37K+ 11.45% |
$678K - $729K
|
42.5K
$7.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.3K+ 1.09% |
$668K - $718K
|
399K
$72.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.28K+ 67.42% |
$665K - $714K
|
10.6K
$1.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.26K+ 19.44% |
$661K - $711K
|
26.2K
$4.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.22K+ 57.17% |
$655K - $704K
|
11.6K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.06KNew |
$631K - $678K
|
4.06K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.04K+ 19.15% |
$628K - $675K
|
25.2K
$4.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.04K+ 24.87% |
$628K - $675K
|
20.3K
$3.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.02K+ 4.82% |
$624K - $671K
|
87.3K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.95KNew |
$613K - $659K
|
3.95K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.94KNew |
$612K - $657K
|
3.94K
$717K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 15.99% |
$611K - $657K
|
28.5K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.86K+ 8.68% |
$600K - $645K
|
48.4K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.86KNew |
$599K - $644K
|
3.86K
$702K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.78K+ 13.59% |
$588K - $632K
|
31.6K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.77K+ 151.98% |
$585K - $629K
|
6.24K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.73KNew |
$580K - $623K
|
3.73K
$680K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73KNew |
$580K - $623K
|
3.73K
$680K
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
3.71K+ 1.75% |
$576K - $619K
|
216K
$39.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.7KNew |
$575K - $618K
|
3.7K
$675K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.68K+ 3.55% |
$572K - $615K
|
107K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.67KNew |
$570K - $613K
|
3.67K
$668K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.66K+ 18.1% |
$569K - $612K
|
23.9K
$4.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$568K - $610K
|
3.66K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.65K+ 5.61% |
$566K - $609K
|
68.6K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.6K+ 1.43% |
$559K - $601K
|
255K
$46.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.58K+ 14.06% |
$556K - $597K
|
29K
$5.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.53K+ 93.68% |
$548K - $589K
|
7.3K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$544K - $585K
|
3.5K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.5K+ 13.46% |
$544K - $584K
|
29.5K
$5.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49K+ 40.49% |
$543K - $583K
|
12.1K
$2.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.46KNew |
$537K - $577K
|
3.46K
$630K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.45K+ 11.11% |
$536K - $576K
|
34.5K
$6.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.44K+ 218.41% |
$535K - $574K
|
5.02K
$913K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.41K+ 1.67% |
$530K - $569K
|
208K
$37.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.38K+ 4.72% |
$525K - $564K
|
74.9K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
3.26K+ 34.31% |
$506K - $544K
|
12.8K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 4.84% |
$503K - $540K
|
70.1K
$12.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.12K+ 22.33% |
$485K - $521K
|
17.1K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.07KNew |
$477K - $512K
|
3.07K
$559K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 4.23% |
$476K - $512K
|
75.6K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.05K+ 1015.67% |
$473K - $509K
|
3.35K
$610K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.97KNew |
$462K - $496K
|
2.97K
$542K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 1.5% |
$462K - $496K
|
200K
$36.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.96K+ 6.71% |
$460K - $495K
|
47.1K
$8.58M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.89K+ 1.51% |
$449K - $483K
|
195K
$35.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 4.38% |
$445K - $478K
|
68.3K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
2.86KNew |
$444K - $477K
|
2.86K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.85K+ 0.95% |
$443K - $476K
|
302K
$55.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.81K+ 30.68% |
$436K - $469K
|
12K
$2.18M
|