Purchases and Sales Made in Q3 2023 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
531K+ 230.36% |
$82.6M - $88.7M
|
762K
$139M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
302KNew |
$47M - $50.5M
|
302K
$55.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
233K+ 49.6% |
$36.2M - $38.9M
|
704K
$128M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
214K+ 13.44% |
$33.2M - $35.7M
|
1.8M
$329M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
205K+ 9116.25% |
$31.8M - $34.2M
|
207K
$37.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
192K+ 24.7% |
$29.9M - $32.1M
|
971K
$177M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
190K+ 1.71% |
$29.6M - $31.8M
|
11.3M
$2.06B
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
171K+ 2.22% |
$26.6M - $28.6M
|
7.87M
$1.43B
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 6.17% |
$22.5M - $24.1M
|
2.49M
$454M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 2.66% |
$20.9M - $22.5M
|
5.2M
$947M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
125K+ 3165.24% |
$19.4M - $20.9M
|
129K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
116K+ 228.67% |
$18M - $19.4M
|
167K
$30.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116K+ 29.96% |
$18M - $19.4M
|
503K
$91.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
113K+ 21.19% |
$17.5M - $18.8M
|
644K
$117M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
99.9KNew |
$15.5M - $16.7M
|
99.9K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
92KNew |
$14.3M - $15.4M
|
92K
$16.8M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
90.1K+ 459.73% |
$14M - $15M
|
110K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.8K+ 22.45% |
$12.1M - $13M
|
424K
$77.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.1K+ 14.69% |
$12M - $12.9M
|
602K
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.3K+ 7.93% |
$11.1M - $11.9M
|
971K
$177M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
67.6KNew |
$10.5M - $11.3M
|
67.6K
$12.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
67.5K+ 1443.97% |
$10.5M - $11.3M
|
72.2K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.9K+ 7.09% |
$10.2M - $11M
|
994K
$181M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64.3K+ 3.72% |
$9.99M - $10.7M
|
1.79M
$326M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
63KNew |
$9.79M - $10.5M
|
63K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.2K+ 2.4% |
$9.67M - $10.4M
|
2.65M
$484M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.4K+ 3.13% |
$9.54M - $10.2M
|
2.02M
$368M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.1K+ 3.86% |
$8.56M - $9.19M
|
1.48M
$270M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52K+ 2.49% |
$8.08M - $8.68M
|
2.14M
$390M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
51.7KNew |
$8.03M - $8.63M
|
51.7K
$9.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
49.7K+ 755.92% |
$7.72M - $8.29M
|
56.2K
$10.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
48.7K+ 23.12% |
$7.57M - $8.14M
|
260K
$47.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.7K+ 7.8% |
$7.11M - $7.64M
|
632K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.7K+ 15.31% |
$7.09M - $7.62M
|
344K
$62.6M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
45.5K+ 41.31% |
$7.08M - $7.6M
|
156K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
42.5KNew |
$6.6M - $7.09M
|
42.5K
$7.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
42KNew |
$6.53M - $7.01M
|
42K
$7.65M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
41.3KNew |
$6.42M - $6.9M
|
41.3K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.4KNew |
$6.28M - $6.75M
|
40.4K
$7.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38K+ 5.69% |
$5.9M - $6.34M
|
706K
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.8K+ 23.78% |
$5.87M - $6.3M
|
197K
$35.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
37.1K+ 15.9% |
$5.76M - $6.19M
|
270K
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.3K+ 2302.48% |
$5.49M - $5.9M
|
36.9K
$6.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
34.9K+ 15.71% |
$5.43M - $5.83M
|
257K
$46.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.9K+ 2.62% |
$5.26M - $5.65M
|
1.33M
$242M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
32.8K+ 413.58% |
$5.09M - $5.47M
|
40.7K
$7.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
31.3KNew |
$4.87M - $5.23M
|
31.3K
$5.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 6.64% |
$4.79M - $5.15M
|
496K
$90.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30.6KNew |
$4.76M - $5.11M
|
30.6K
$5.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
29.7K+ 774.84% |
$4.62M - $4.96M
|
33.6K
$6.11M
|