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 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2K+ 3.4% |
$310K - $333K
|
60.8K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.99K+ 1.18% |
$310K - $333K
|
171K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 1.23% |
$307K - $330K
|
163K
$29.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.98K+ 7.39% |
$307K - $330K
|
28.7K
$5.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.97K+ 32.51% |
$307K - $330K
|
8.05K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.97K+ 5.36% |
$305K - $328K
|
38.6K
$7.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.94K+ 5.33% |
$302K - $324K
|
38.3K
$6.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
1.91K+ 1.24% |
$297K - $319K
|
156K
$28.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.9K+ 12.45% |
$295K - $317K
|
17.2K
$3.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.89K+ 0.73% |
$294K - $316K
|
261K
$47.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.88K+ 51.96% |
$292K - $314K
|
5.5K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.88KNew |
$292K - $314K
|
1.88K
$342K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.86KNew |
$289K - $311K
|
1.86K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.86KNew |
$289K - $310K
|
1.86K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.82KNew |
$283K - $304K
|
1.82K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.81K+ 67.35% |
$280K - $301K
|
4.49K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.77KNew |
$275K - $295K
|
1.77K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.76K+ 3.12% |
$274K - $294K
|
58.4K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.76K+ 6.89% |
$273K - $294K
|
27.3K
$4.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.75KNew |
$272K - $292K
|
1.75K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.75KNew |
$271K - $292K
|
1.75K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.73KNew |
$269K - $289K
|
1.73K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.73K+ 1.82% |
$268K - $288K
|
96.6K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$267K - $286K
|
1.72K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$266K - $285K
|
1.71K
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.71KNew |
$265K - $285K
|
1.71K
$311K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.71K+ 5.36% |
$265K - $285K
|
33.5K
$6.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.69K+ 1.74% |
$263K - $282K
|
99.1K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.69K+ 5.81% |
$262K - $281K
|
30.7K
$5.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.68KNew |
$262K - $281K
|
1.68K
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.68KNew |
$261K - $280K
|
1.68K
$306K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.67K+ 16.32% |
$260K - $279K
|
11.9K
$2.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$256K - $275K
|
1.65K
$300K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.64K+ 9.67% |
$254K - $273K
|
18.6K
$3.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 42.36% |
$254K - $273K
|
5.49K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 2.1% |
$254K - $272K
|
79.5K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.63KNew |
$254K - $272K
|
1.63K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.63K+ 2.68% |
$254K - $272K
|
62.5K
$11.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62K+ 0.97% |
$252K - $271K
|
169K
$30.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.62KNew |
$252K - $270K
|
1.62K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.61KNew |
$251K - $269K
|
1.61K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.61KNew |
$250K - $269K
|
1.61K
$293K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.59KNew |
$248K - $266K
|
1.59K
$290K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.57K+ 1.54% |
$245K - $263K
|
104K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.57K+ 4.26% |
$244K - $262K
|
38.4K
$7M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1.57KNew |
$244K - $262K
|
1.57K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.57KNew |
$243K - $262K
|
1.57K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.55K+ 26.95% |
$240K - $258K
|
7.28K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.49K+ 1.31% |
$232K - $249K
|
115K
$20.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.47KNew |
$229K - $246K
|
1.47K
$268K
|