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 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.78K+ 23.75% |
$432K - $464K
|
14.5K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.75K+ 14.61% |
$427K - $459K
|
21.6K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.75K+ 17.97% |
$427K - $459K
|
18K
$3.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.7KNew |
$420K - $451K
|
2.7K
$492K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.68K+ 15.33% |
$417K - $448K
|
20.2K
$3.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.67K+ 0.76% |
$415K - $446K
|
356K
$64.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.67K+ 36.83% |
$415K - $446K
|
9.92K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
2.66K+ 0.4% |
$414K - $445K
|
666K
$121M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.65KNew |
$412K - $442K
|
2.65K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.61K+ 1.42% |
$405K - $435K
|
186K
$33.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.6KNew |
$404K - $434K
|
2.6K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.6K+ 3.51% |
$404K - $434K
|
76.6K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.58KNew |
$401K - $431K
|
2.58K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.54K+ 1.58% |
$394K - $424K
|
163K
$29.7M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.5K+ 30.02% |
$388K - $417K
|
10.8K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 137.13% |
$387K - $416K
|
4.31K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.38K+ 57.78% |
$370K - $397K
|
6.5K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.36K+ 24.36% |
$367K - $394K
|
12K
$2.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.35K+ 3.36% |
$365K - $392K
|
72.2K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.34KNew |
$364K - $391K
|
2.34K
$426K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 1.46% |
$363K - $390K
|
162K
$29.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.33K+ 52.45% |
$362K - $388K
|
6.76K
$1.23M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.32K+ 53.7% |
$360K - $386K
|
6.63K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.31K+ 2.12% |
$359K - $386K
|
112K
$20.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.31K+ 8.63% |
$358K - $385K
|
29K
$5.28M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
2.28K+ 49.62% |
$354K - $380K
|
6.87K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 6.57% |
$351K - $377K
|
36.7K
$6.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.25K+ 27.82% |
$350K - $376K
|
10.3K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.25KNew |
$349K - $375K
|
2.25K
$409K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.24K+ 9.78% |
$349K - $374K
|
25.2K
$4.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.24KNew |
$348K - $374K
|
2.24K
$408K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.24K+ 13.3% |
$348K - $374K
|
19.1K
$3.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.23KNew |
$346K - $372K
|
2.23K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.23K+ 28.96% |
$346K - $371K
|
9.91K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.22K+ 0.6% |
$345K - $371K
|
375K
$68.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.21K+ 5.13% |
$343K - $368K
|
45.2K
$8.24M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.2KNew |
$342K - $367K
|
2.2K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2.19K+ 10.23% |
$340K - $365K
|
23.5K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.15KNew |
$334K - $359K
|
2.15K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.12KNew |
$330K - $355K
|
2.12K
$387K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.12K+ 170.28% |
$329K - $354K
|
3.37K
$613K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.08K+ 1.22% |
$323K - $347K
|
172K
$31.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07K+ 1.58% |
$321K - $345K
|
132K
$24.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.04K+ 5.96% |
$317K - $341K
|
36.3K
$6.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.04K+ 1.51% |
$317K - $340K
|
137K
$25M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.03KNew |
$316K - $339K
|
2.03K
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 4.12% |
$315K - $339K
|
51.2K
$9.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.02K+ 1.49% |
$314K - $337K
|
138K
$25.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.02K+ 0.87% |
$313K - $337K
|
233K
$42.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
2.01KNew |
$312K - $336K
|
2.01K
$366K
|