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 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.07KNew |
$1.06M - $1.21M
|
7.07K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6.75KNew |
$1.01M - $1.16M
|
6.75K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.6K+ 13.45% |
$990K - $1.13M
|
55.6K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.6K+ 233.2% |
$990K - $1.13M
|
9.42K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.56K+ 16.11% |
$984K - $1.12M
|
47.2K
$8.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.49K+ 8.92% |
$975K - $1.11M
|
79.3K
$14.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
6.48K+ 136.64% |
$973K - $1.11M
|
11.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.42K+ 1.67% |
$964K - $1.1M
|
391K
$71.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6.41K+ 727.24% |
$962K - $1.1M
|
7.29K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
6.36K+ 5.83% |
$955K - $1.09M
|
116K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.32K+ 871.45% |
$949K - $1.08M
|
7.04K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.31K+ 6.31% |
$947K - $1.08M
|
106K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.22K+ 138.66% |
$934K - $1.06M
|
10.7K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.19K+ 16.11% |
$929K - $1.06M
|
44.6K
$8.13M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.18KNew |
$928K - $1.06M
|
6.18K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.11K+ 1181.82% |
$917K - $1.05M
|
6.63K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.1KNew |
$916K - $1.04M
|
6.1K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.06K+ 197.33% |
$909K - $1.04M
|
9.13K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.97K+ 3.83% |
$897K - $1.02M
|
162K
$29.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.92KNew |
$889K - $1.01M
|
5.92K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.88K+ 25.67% |
$882K - $1.01M
|
28.8K
$5.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.81K+ 100.8% |
$872K - $994K
|
11.6K
$2.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
5.78K+ 291.13% |
$867K - $989K
|
7.76K
$1.41M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.76KNew |
$865K - $986K
|
5.76K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
5.67K+ 0.85% |
$852K - $971K
|
671K
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.66K+ 4.53% |
$850K - $968K
|
130K
$23.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.56KNew |
$835K - $951K
|
5.56K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.55K+ 9.59% |
$834K - $950K
|
63.4K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.51K+ 8.88% |
$828K - $944K
|
67.6K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
5.29K+ 7.32% |
$794K - $905K
|
77.5K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.28K+ 11.08% |
$793K - $904K
|
52.9K
$9.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.26K+ 10.71% |
$790K - $901K
|
54.4K
$9.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.22KNew |
$784K - $893K
|
5.22K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.17K+ 24.35% |
$776K - $884K
|
26.4K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.15K+ 13.56% |
$773K - $881K
|
43.1K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.12K+ 8.19% |
$769K - $876K
|
67.6K
$12.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.05KNew |
$758K - $864K
|
5.05K
$919K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.04K+ 23.8% |
$757K - $863K
|
26.2K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5KNew |
$751K - $856K
|
5K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.94K+ 73.53% |
$742K - $845K
|
11.7K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.93K+ 31.32% |
$741K - $844K
|
20.7K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.91K+ 5.29% |
$737K - $841K
|
97.7K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.89K+ 6.98% |
$735K - $838K
|
75K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.83K+ 5.63% |
$725K - $826K
|
90.6K
$16.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.77K+ 18.43% |
$716K - $816K
|
30.7K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.77K+ 98.31% |
$716K - $816K
|
9.62K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.73KNew |
$710K - $809K
|
4.73K
$861K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.73KNew |
$710K - $809K
|
4.73K
$861K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.72K+ 8.12% |
$709K - $808K
|
62.9K
$11.5M
|