Purchases and Sales Made in Q3 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.09K
+ 16.16%
$170K - $182K
7.85K $1.43M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
1.09K
+ 49.39%
$169K - $182K
3.29K $600K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
1.08K
+ 1.84%
$168K - $181K
59.8K $10.9M
Oct 10, 2023 Q3 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.08K
+ 4.09%
$167K - $179K
27.4K $4.99M
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
1.07K
+ 1.33%
$167K - $179K
81.7K $14.9M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.07K
+ 23.95%
$166K - $178K
5.53K $1.01M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.06K
New
$165K - $177K
1.06K $194K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
1.04K
+ 1.32%
$162K - $174K
80.2K $14.6M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
1.04K
New
$161K - $173K
1.04K $189K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
1.03K
+ 0.58%
$160K - $172K
178K $32.4M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
1.01K
+ 1.19%
$157K - $169K
86.1K $15.7M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
1.01K
+ 8.8%
$157K - $169K
12.5K $2.27M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
1.01K
+ 2.05%
$156K - $168K
50.1K $9.12M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1K
+ 2.72%
$156K - $167K
37.8K $6.89M
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1K
+ 5.0%
$156K - $167K
21K $3.83M
Oct 10, 2023 Q3 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
1K
+ 7.85%
$155K - $167K
13.7K $2.5M
Nov 09, 2023 Q3 2023
Moser Wealth Advisors, LLC

BUY
 -
990
+ 3.5%
$154K - $165K
29.3K $5.34M
Oct 16, 2023 Q3 2023
Searcy Financial Services Inc

BUY
 -
988
+ 0.78%
$154K - $165K
128K $23.2M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
982
+ 11.49%
$153K - $164K
9.53K $1.73M
Nov 13, 2023 Q3 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
973
+ 10.29%
$151K - $162K
10.4K $1.9M
Nov 13, 2023 Q3 2023
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
949
+ 4.84%
$147K - $158K
20.5K $3.74M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
944
+ 64.26%
$147K - $158K
2.41K $440K
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
942
+ 23.38%
$146K - $157K
4.97K $905K
Nov 14, 2023 Q3 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
931
+ 2.77%
$145K - $155K
34.5K $6.29M
Nov 07, 2023 Q3 2023
Fort Washington Investment Advisors Inc

BUY
 -
930
+ 3.9%
$145K - $155K
24.8K $4.52M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
912
+ 54.64%
$142K - $152K
2.58K $470K
Oct 23, 2023 Q3 2023
Financial Guidance Group, Inc.

BUY
 -
905
+ 4.17%
$141K - $151K
22.6K $4.12M
Nov 13, 2023 Q3 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
900
+ 3.7%
$140K - $150K
25.2K $4.6M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
895
+ 49.34%
$139K - $149K
2.71K $493K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
887
+ 14.94%
$138K - $148K
6.82K $1.24M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
887
+ 7.19%
$138K - $148K
13.2K $2.41M
Oct 10, 2023 Q3 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
885
+ 4.25%
$138K - $148K
21.7K $3.95M
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
881
+ 23.3%
$137K - $147K
4.66K $849K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
879
+ 2.96%
$137K - $147K
30.6K $5.58M
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
869
+ 21.83%
$135K - $145K
4.85K $883K
Nov 07, 2023 Q3 2023
Van Hulzen Asset Management, LLC

BUY
 -
867
+ 5.51%
$135K - $145K
16.6K $3.02M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
864
+ 5.08%
$134K - $144K
17.9K $3.26M
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
860
+ 2.56%
$134K - $144K
34.4K $6.27M
Oct 26, 2023 Q3 2023
Detalus Advisors, LLC

BUY
 -
858
+ 2.84%
$133K - $143K
31.1K $5.67M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
855
+ 1.85%
$133K - $143K
47.1K $8.57M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
855
+ 2.85%
$133K - $143K
30.9K $5.62M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
849
New
$132K - $142K
849 $155K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
845
+ 316.48%
$131K - $141K
1.11K $203K
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

BUY
 -
845
+ 1.29%
$131K - $141K
66.3K $12.1M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
829
+ 0.63%
$129K - $138K
133K $24.2M
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
828
+ 5.17%
$129K - $138K
16.9K $3.07M
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
819
+ 11.76%
$127K - $137K
7.79K $1.42M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
816
+ 6.18%
$127K - $136K
14K $2.55M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
815
+ 4.44%
$127K - $136K
19.2K $3.49M

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