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
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.47K+ 2.08% |
$228K - $245K
|
72.1K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.47KNew |
$228K - $245K
|
1.47K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.45K+ 2.88% |
$226K - $243K
|
51.9K
$9.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.45KNew |
$225K - $241K
|
1.45K
$263K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
1.41K+ 5.44% |
$219K - $236K
|
27.4K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$219K - $235K
|
1.41K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.4K+ 2.17% |
$218K - $234K
|
66.1K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.4K+ 3.1% |
$218K - $234K
|
46.7K
$8.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 1.47% |
$217K - $234K
|
96.6K
$17.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 3.79% |
$214K - $230K
|
37.7K
$6.87M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.37KNew |
$213K - $229K
|
1.37K
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.37K+ 2.67% |
$213K - $229K
|
52.8K
$9.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.37K+ 15.0% |
$213K - $229K
|
10.5K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 2.61% |
$211K - $227K
|
53.5K
$9.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1.35K+ 14.21% |
$209K - $225K
|
10.8K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.34K+ 20.73% |
$209K - $224K
|
7.82K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.34K+ 8.94% |
$208K - $224K
|
16.3K
$2.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.33K+ 7.69% |
$207K - $222K
|
18.7K
$3.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 2.41% |
$207K - $222K
|
56.5K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.33K+ 2.02% |
$207K - $222K
|
67.3K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 2.17% |
$205K - $220K
|
62.1K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.32K+ 58.13% |
$204K - $220K
|
3.58K
$652K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.32KNew |
$204K - $220K
|
1.32K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.32K+ 1.07% |
$204K - $220K
|
125K
$22.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.32K+ 7.04% |
$204K - $220K
|
20K
$3.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.3K+ 5.3% |
$203K - $218K
|
25.9K
$4.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.3KNew |
$202K - $217K
|
1.3K
$236K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.29KNew |
$201K - $216K
|
1.29K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.29K+ 2.96% |
$201K - $216K
|
45K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.29KNew |
$201K - $216K
|
1.29K
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.29K+ 4.82% |
$200K - $215K
|
27.9K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.28KNew |
$199K - $214K
|
1.28K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.28K+ 42.79% |
$198K - $213K
|
4.26K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.25K+ 29.24% |
$195K - $209K
|
5.54K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.25K+ 7.82% |
$194K - $208K
|
17.2K
$3.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.24K+ 16.49% |
$193K - $207K
|
8.76K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 3.94% |
$192K - $207K
|
32.7K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.24K+ 3.82% |
$192K - $206K
|
33.6K
$6.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.57% |
$188K - $202K
|
48.3K
$8.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$185K - $199K
|
1.19K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.19K+ 2.6% |
$185K - $199K
|
46.9K
$8.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.18K+ 27.71% |
$183K - $197K
|
5.43K
$989K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.17K+ 8.26% |
$181K - $195K
|
15.3K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 0.99% |
$180K - $194K
|
119K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.15K+ 2.66% |
$179K - $192K
|
44.4K
$8.09M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.15K+ 5.84% |
$179K - $192K
|
20.9K
$3.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.15K+ 3.28% |
$179K - $192K
|
36.2K
$6.6M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 1.45% |
$175K - $188K
|
78.8K
$14.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12K+ 337.05% |
$174K - $187K
|
1.45K
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 9.92% |
$170K - $183K
|
12.2K
$2.21M
|