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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.8K+ 736.04% |
$1.92M - $2.18M
|
14.5K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.7KNew |
$1.91M - $2.18M
|
12.7K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.7K+ 34.07% |
$1.91M - $2.17M
|
49.9K
$9.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
12.5KNew |
$1.87M - $2.13M
|
12.5K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 9.21% |
$1.82M - $2.07M
|
144K
$26.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.7KNew |
$1.75M - $2M
|
11.7K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
11.7KNew |
$1.75M - $1.99M
|
11.7K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 6.13% |
$1.71M - $1.95M
|
197K
$35.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$1.7M - $1.94M
|
11.3K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
11.1KNew |
$1.67M - $1.9M
|
11.1K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.9K+ 42.34% |
$1.63M - $1.86M
|
36.6K
$6.66M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3K+ 13.33% |
$1.55M - $1.76M
|
87.6K
$16M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10.2K+ 8.0% |
$1.53M - $1.75M
|
138K
$25.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10.2K+ 31.77% |
$1.53M - $1.74M
|
42.2K
$7.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10KNew |
$1.51M - $1.72M
|
10K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.93KNew |
$1.49M - $1.7M
|
9.93K
$1.81M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.85KNew |
$1.48M - $1.69M
|
9.85K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.64K+ 8.16% |
$1.45M - $1.65M
|
128K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.52K+ 203.37% |
$1.43M - $1.63M
|
14.2K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
9.49K+ 162.21% |
$1.42M - $1.62M
|
15.3K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.03K+ 32.39% |
$1.36M - $1.54M
|
36.9K
$6.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9K+ 0.88% |
$1.35M - $1.54M
|
1.03M
$187M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.93K+ 54.82% |
$1.34M - $1.53M
|
25.2K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
8.86KNew |
$1.33M - $1.52M
|
8.86K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.81K+ 28.73% |
$1.32M - $1.51M
|
39.5K
$7.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.76K+ 7.99% |
$1.32M - $1.5M
|
118K
$21.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8.52KNew |
$1.28M - $1.46M
|
8.52K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.31K+ 94.86% |
$1.25M - $1.42M
|
17.1K
$3.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.28K+ 15.32% |
$1.24M - $1.42M
|
62.3K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.27K+ 5.29% |
$1.24M - $1.41M
|
164K
$29.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
8.1KNew |
$1.22M - $1.39M
|
8.1K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.06K+ 1.49% |
$1.21M - $1.38M
|
550K
$100M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.02KNew |
$1.2M - $1.37M
|
8.02K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.99K+ 8.2% |
$1.2M - $1.37M
|
105K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7.97KNew |
$1.2M - $1.36M
|
7.97K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.76K+ 438.19% |
$1.16M - $1.33M
|
9.53K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.75K+ 27.02% |
$1.16M - $1.33M
|
36.4K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
7.73KNew |
$1.16M - $1.32M
|
7.73K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.71K+ 18.15% |
$1.16M - $1.32M
|
50.2K
$9.14M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.64KNew |
$1.15M - $1.31M
|
7.64K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.41K+ 6.44% |
$1.11M - $1.27M
|
122K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.32KNew |
$1.1M - $1.25M
|
7.32K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
7.28K+ 3.1% |
$1.09M - $1.25M
|
242K
$44.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.24K+ 141.57% |
$1.09M - $1.24M
|
12.4K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.23KNew |
$1.09M - $1.24M
|
7.23K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
7.22K+ 4.23% |
$1.08M - $1.24M
|
178K
$32.4M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.2KNew |
$1.08M - $1.23M
|
7.2K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.14K+ 4.14% |
$1.07M - $1.22M
|
180K
$32.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.11K+ 15.71% |
$1.07M - $1.22M
|
52.4K
$9.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.08K+ 76.27% |
$1.06M - $1.21M
|
16.4K
$2.98M
|