Purchases and Sales Made in Q4 2023 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
49.2KNew |
$7.39M - $8.42M
|
49.2K
$8.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
47.4K+ 7.97% |
$7.12M - $8.11M
|
642K
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 10.52% |
$7.09M - $8.08M
|
496K
$90.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.8K+ 2.4% |
$7.02M - $8.01M
|
1.99M
$363M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.8K+ 226.89% |
$6.73M - $7.67M
|
64.5K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
43.9KNew |
$6.6M - $7.52M
|
43.9K
$8M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
43.4KNew |
$6.52M - $7.44M
|
43.4K
$7.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43.4K+ 15.91% |
$6.52M - $7.43M
|
316K
$57.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.1K+ 8.56% |
$6.47M - $7.37M
|
546K
$99.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.4K+ 2.86% |
$6.37M - $7.26M
|
1.52M
$277M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
42.2KNew |
$6.34M - $7.22M
|
42.2K
$7.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.7K+ 393.93% |
$6.27M - $7.14M
|
52.3K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
41.4K+ 94.68% |
$6.21M - $7.08M
|
85.1K
$15.5M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
40.8KNew |
$6.12M - $6.98M
|
40.8K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1K+ 6.34% |
$6.02M - $6.86M
|
672K
$122M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
39.9K+ 74.29% |
$5.99M - $6.83M
|
93.7K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
38.2K+ 108.77% |
$5.74M - $6.54M
|
73.4K
$13.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
36.8KNew |
$5.52M - $6.3M
|
36.8K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.3K+ 7.86% |
$5.45M - $6.21M
|
498K
$90.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35.9KNew |
$5.38M - $6.14M
|
35.9K
$6.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
35.7K+ 13.21% |
$5.36M - $6.11M
|
306K
$55.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
35.6K+ 5.06% |
$5.35M - $6.1M
|
739K
$135M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.5K+ 1.9% |
$5.34M - $6.08M
|
1.9M
$347M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
35.5KNew |
$5.33M - $6.07M
|
35.5K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35.1K+ 983.98% |
$5.27M - $6M
|
38.6K
$7.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35K+ 34.11% |
$5.26M - $5.99M
|
138K
$25.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35K+ 62.61% |
$5.25M - $5.99M
|
90.8K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.9K+ 15.18% |
$5.24M - $5.97M
|
265K
$48.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.6K+ 4.54% |
$5.19M - $5.92M
|
797K
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
33.4KNew |
$5.02M - $5.72M
|
33.4K
$6.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
32.1K+ 126.75% |
$4.82M - $5.49M
|
57.4K
$10.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32K+ 14867.91% |
$4.8M - $5.47M
|
32.2K
$5.86M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31.7KNew |
$4.76M - $5.42M
|
31.7K
$5.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
30.9K+ 1555.96% |
$4.64M - $5.29M
|
32.9K
$5.99M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30.3K+ 54.24% |
$4.55M - $5.19M
|
86.2K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
28.8K+ 4.87% |
$4.32M - $4.93M
|
620K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.6K+ 87.17% |
$4.3M - $4.9M
|
61.5K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 66.79% |
$4.21M - $4.8M
|
70.1K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
27.9K+ 2.34% |
$4.18M - $4.77M
|
1.22M
$222M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
27.6K+ 549.55% |
$4.14M - $4.72M
|
32.6K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27.1K+ 12.1% |
$4.06M - $4.63M
|
251K
$45.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
26.8K+ 5.41% |
$4.03M - $4.59M
|
523K
$95.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 2.47% |
$3.86M - $4.4M
|
1.06M
$194M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25.4K+ 7500.59% |
$3.82M - $4.35M
|
25.8K
$4.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
24.5K+ 84.53% |
$3.68M - $4.2M
|
53.5K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.5K+ 24.2% |
$3.68M - $4.19M
|
126K
$22.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
24KNew |
$3.61M - $4.11M
|
24K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
23.9K+ 1086.36% |
$3.59M - $4.09M
|
26.1K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
23.8KNew |
$3.58M - $4.08M
|
23.8K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
23.8K+ 179.7% |
$3.57M - $4.07M
|
37K
$6.73M
|