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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.79K+ 31.84% |
$269K - $307K
|
7.42K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.79KNew |
$269K - $306K
|
1.79K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.76K+ 3.39% |
$265K - $302K
|
53.8K
$9.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.75KNew |
$263K - $300K
|
1.75K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$262K - $299K
|
1.75K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.72KNew |
$259K - $295K
|
1.72K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.72KNew |
$258K - $294K
|
1.72K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.71KNew |
$257K - $293K
|
1.71K
$312K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.71KNew |
$257K - $293K
|
1.71K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.7K+ 16.2% |
$255K - $291K
|
12.2K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.7K+ 15.85% |
$255K - $291K
|
12.4K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$255K - $290K
|
1.7K
$309K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.7K+ 17.36% |
$255K - $290K
|
11.5K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.69K+ 99.53% |
$254K - $290K
|
3.39K
$618K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.69K+ 99.53% |
$254K - $290K
|
3.39K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.69KNew |
$253K - $289K
|
1.69K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 5.22% |
$252K - $287K
|
33.8K
$6.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.65K+ 2.1% |
$248K - $283K
|
80.5K
$14.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.65K+ 11.32% |
$247K - $282K
|
16.2K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.63K+ 23.89% |
$245K - $279K
|
8.45K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.63K+ 6.94% |
$245K - $279K
|
25.1K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.61KNew |
$242K - $276K
|
1.61K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.57K+ 97.2% |
$235K - $268K
|
3.18K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.56K+ 4.65% |
$234K - $266K
|
35K
$6.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.55KNew |
$233K - $265K
|
1.55K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.54KNew |
$231K - $264K
|
1.54K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.54K+ 292.22% |
$231K - $264K
|
2.07K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.53KNew |
$229K - $261K
|
1.53K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.49K+ 1.43% |
$224K - $255K
|
106K
$19.2M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.48KNew |
$222K - $253K
|
1.48K
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.48K+ 1.85% |
$222K - $253K
|
81.7K
$14.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
1.48KNew |
$222K - $253K
|
1.48K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.47KNew |
$220K - $251K
|
1.47K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.45KNew |
$218K - $249K
|
1.45K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.45KNew |
$218K - $248K
|
1.45K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45K+ 3.09% |
$218K - $248K
|
48.4K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$217K - $247K
|
1.45K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.43K+ 16.0% |
$215K - $245K
|
10.4K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.42K+ 8.07% |
$213K - $243K
|
19K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.42K+ 3.91% |
$213K - $243K
|
37.7K
$6.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.41K+ 25.06% |
$212K - $242K
|
7.04K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.41K+ 4.38% |
$212K - $241K
|
33.6K
$6.12M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.41K+ 12.04% |
$211K - $241K
|
13.1K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.41KNew |
$211K - $241K
|
1.41K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.4KNew |
$211K - $240K
|
1.4K
$256K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.4KNew |
$210K - $239K
|
1.4K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.39KNew |
$209K - $238K
|
1.39K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
1.39K+ 8.28% |
$209K - $238K
|
18.2K
$3.31M
|