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 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
804
+ 1.95%
$125K - $134K
42K $7.65M
Oct 18, 2023 Q3 2023
Papp L Roy & Associates

BUY
 -
802
+ 5.98%
$125K - $134K
14.2K $2.59M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
796
+ 1.2%
$124K - $133K
67K $12.2M
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
BUY
 -
794
+ 21.65%
$123K - $133K
4.46K $813K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
791
+ 8.82%
$123K - $132K
9.76K $1.78M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
784
+ 4.11%
$122K - $131K
19.9K $3.62M
Nov 13, 2023 Q3 2023
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
770
+ 3.03%
$120K - $129K
26.2K $4.76M
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
764
+ 25.09%
$119K - $128K
3.81K $694K
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
757
+ 4.72%
$118K - $126K
16.8K $3.06M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
751
+ 5.1%
$117K - $125K
15.5K $2.82M
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
745
New
$116K - $124K
745 $136K
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
736
+ 2.73%
$114K - $123K
27.7K $5.05M
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
733
+ 2.0%
$114K - $122K
37.4K $6.81M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
733
New
$114K - $122K
733 $134K
Nov 14, 2023 Q3 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
730
+ 19.78%
$113K - $122K
4.42K $805K
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
729
+ 55.27%
$113K - $122K
2.05K $373K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
726
+ 2.85%
$113K - $121K
26.2K $4.78M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
724
+ 1.19%
$112K - $121K
61.3K $11.2M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
724
+ 1.19%
$112K - $121K
61.3K $11.2M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
723
+ 0.67%
$112K - $121K
109K $19.9M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
719
+ 39.55%
$112K - $120K
2.54K $462K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
711
+ 22.92%
$110K - $119K
3.81K $695K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
708
+ 0.86%
$110K - $118K
82.8K $15.1M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
700
+ 1.42%
$109K - $117K
49.9K $9.09M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
696
+ 20.48%
$108K - $116K
4.09K $746K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
694
+ 100.73%
$108K - $116K
1.38K $252K
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
681
+ 7.93%
$106K - $114K
9.27K $1.69M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
675
+ 5.87%
$105K - $113K
12.2K $2.22M
Nov 08, 2023 Q3 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
675
+ 1.27%
$105K - $113K
53.7K $9.79M
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
673
+ 21.83%
$105K - $112K
3.76K $684K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
659
+ 2.51%
$102K - $110K
26.9K $4.9M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
659
+ 22.38%
$102K - $110K
3.6K $656K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
651
+ 87.74%
$101K - $109K
1.39K $254K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
647
+ 1.26%
$101K - $108K
51.9K $9.46M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
636
+ 0.88%
$98.8K - $106K
72.8K $13.3M
Oct 31, 2023 Q3 2023
Montis Financial, LLC

BUY
 -
635
+ 23.54%
$98.7K - $106K
3.33K $607K
Oct 18, 2023 Q3 2023
Avity Investment Management Inc.

BUY
 -
625
+ 8.33%
$97.1K - $104K
8.13K $1.48M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
612
+ 1.23%
$95.1K - $102K
50.2K $9.15M
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
611
+ 4.57%
$94.9K - $102K
14K $2.55M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
607
+ 1011.67%
$94.3K - $101K
667 $121K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
605
+ 4.1%
$94K - $101K
15.4K $2.8M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
605
+ 246.94%
$94K - $101K
850 $155K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
605
+ 12.16%
$94K - $101K
5.58K $1.02M
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
598
+ 4.32%
$92.9K - $99.8K
14.4K $2.63M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
592
+ 2.55%
$92K - $98.8K
23.8K $4.34M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
585
+ 40.51%
$90.9K - $97.7K
2.03K $370K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
582
+ 8.14%
$90.4K - $97.2K
7.73K $1.41M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
581
+ 11.13%
$90.3K - $97K
5.8K $1.06M
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
575
+ 3.66%
$89.3K - $96K
16.3K $2.97M

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