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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.33K+ 19.33% |
$350K - $399K
|
14.4K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.33K+ 5.8% |
$350K - $398K
|
42.5K
$7.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 5.87% |
$342K - $390K
|
41.1K
$7.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.26K+ 107.23% |
$339K - $386K
|
4.36K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.26KNew |
$339K - $386K
|
2.26K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.25K+ 11.33% |
$338K - $385K
|
22.1K
$4.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.24K+ 89.87% |
$336K - $383K
|
4.72K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
2.23KNew |
$335K - $382K
|
2.23K
$406K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.23KNew |
$335K - $382K
|
2.23K
$406K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.23K+ 10.13% |
$334K - $381K
|
24.2K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.22K+ 21.29% |
$333K - $380K
|
12.6K
$2.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.18K+ 10.89% |
$327K - $372K
|
22.2K
$4.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.16K+ 2.18% |
$324K - $370K
|
101K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.16K+ 31.92% |
$324K - $370K
|
8.92K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.14K+ 3.99% |
$321K - $366K
|
55.7K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$321K - $366K
|
2.14K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
2.13KNew |
$320K - $365K
|
2.13K
$389K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.13K+ 4.41% |
$320K - $365K
|
50.5K
$9.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.12K+ 3.64% |
$318K - $362K
|
60.2K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.11KNew |
$317K - $361K
|
2.11K
$385K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.1K+ 11.76% |
$316K - $360K
|
20K
$3.64M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.1KNew |
$316K - $360K
|
2.1K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.09K+ 8.0% |
$314K - $358K
|
28.3K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.08K+ 9.31% |
$313K - $357K
|
24.5K
$4.46M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.08K+ 6.02% |
$312K - $355K
|
36.6K
$6.66M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2.08K+ 8645.83% |
$312K - $355K
|
2.1K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.07K+ 25.57% |
$311K - $355K
|
10.2K
$1.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.07K+ 6.5% |
$311K - $354K
|
33.9K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.07K+ 10.32% |
$311K - $354K
|
22.1K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
2.05K+ 26.29% |
$307K - $350K
|
9.83K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
2.03K+ 33.49% |
$305K - $348K
|
8.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.01KNew |
$302K - $344K
|
2.01K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.99KNew |
$299K - $341K
|
1.99K
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.98KNew |
$297K - $339K
|
1.98K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 10.68% |
$295K - $337K
|
20.4K
$3.71M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.96KNew |
$295K - $336K
|
1.96K
$358K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.96K+ 0.55% |
$295K - $336K
|
358K
$65.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.96K+ 0.87% |
$294K - $335K
|
226K
$41.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.9K+ 5.04% |
$285K - $325K
|
39.6K
$7.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.89KNew |
$284K - $323K
|
1.89K
$344K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.87K+ 18.44% |
$280K - $319K
|
12K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.86K+ 3.07% |
$279K - $318K
|
62.5K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.86K+ 0.95% |
$279K - $318K
|
198K
$36.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.86KNew |
$279K - $318K
|
1.86K
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.83KNew |
$275K - $313K
|
1.83K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$274K - $313K
|
1.83K
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.82KNew |
$274K - $312K
|
1.82K
$332K
|