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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.97M+ 17.64% |
$596M - $680M
|
26.5M
$4.82B
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.92M+ 2347.2% |
$438M - $499M
|
3.04M
$554M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.03MNew |
$305M - $347M
|
2.03M
$369M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 188.81% |
$282M - $321M
|
2.87M
$523M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.31MNew |
$197M - $224M
|
1.31M
$239M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
337K+ 5.38% |
$50.5M - $57.6M
|
6.59M
$1.2B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
308K+ 2.72% |
$46.3M - $52.7M
|
11.6M
$2.12B
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
293K+ 2.83% |
$44M - $50.2M
|
10.6M
$1.94B
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
293KNew |
$44M - $50.1M
|
293K
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
284K+ 3.6% |
$42.6M - $48.5M
|
8.15M
$1.48B
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
260KNew |
$39.1M - $44.6M
|
260K
$47.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
254K+ 7.07% |
$38.2M - $43.5M
|
3.85M
$701M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
253K+ 4.09% |
$38M - $43.3M
|
6.45M
$1.17B
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
248KNew |
$37.3M - $42.5M
|
248K
$45.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
243K+ 155.75% |
$36.5M - $41.6M
|
399K
$72.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
241K+ 25.4% |
$36.1M - $41.2M
|
1.19M
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
191K+ 5.29% |
$28.7M - $32.7M
|
3.8M
$692M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
190K+ 206.36% |
$28.5M - $32.4M
|
281K
$51.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
171KNew |
$25.6M - $29.2M
|
171K
$31.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
171KNew |
$25.6M - $29.2M
|
171K
$31.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
158K+ 515.82% |
$23.7M - $27M
|
188K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
155KNew |
$23.3M - $26.5M
|
155K
$28.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
132K+ 431.27% |
$19.8M - $22.6M
|
163K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 4.86% |
$18.2M - $20.7M
|
2.61M
$476M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117K+ 5.78% |
$17.5M - $20M
|
2.14M
$389M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
112KNew |
$16.9M - $19.2M
|
112K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
110K+ 2477.9% |
$16.4M - $18.7M
|
114K
$20.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
105K+ 1240.15% |
$15.8M - $18M
|
114K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.4K+ 1.89% |
$14.8M - $16.8M
|
5.3M
$965M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
93.3KNew |
$14M - $16M
|
93.3K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.6KNew |
$13.9M - $15.8M
|
92.6K
$16.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
89.1K+ 293.35% |
$13.4M - $15.3M
|
120K
$21.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89K+ 4.16% |
$13.4M - $15.2M
|
2.23M
$406M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.2K+ 3.29% |
$13.1M - $14.9M
|
2.74M
$499M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
83.6KNew |
$12.5M - $14.3M
|
83.6K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
80.6K+ 7.25% |
$12.1M - $13.8M
|
1.19M
$217M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79.4K+ 12.33% |
$11.9M - $13.6M
|
723K
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.2K+ 7.85% |
$11.4M - $13M
|
1.05M
$191M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
72.8KNew |
$10.9M - $12.5M
|
72.8K
$13.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67.8K+ 3.79% |
$10.2M - $11.6M
|
1.86M
$338M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
66.2K+ 306.56% |
$9.93M - $11.3M
|
87.7K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
65.5K+ 13.27% |
$9.84M - $11.2M
|
559K
$102M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
62.3KNew |
$9.35M - $10.7M
|
62.3K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
61.9K+ 593.76% |
$9.3M - $10.6M
|
72.4K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
59.7KNew |
$8.96M - $10.2M
|
59.7K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
58.2KNew |
$8.74M - $9.96M
|
58.2K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57K+ 10.34% |
$8.56M - $9.75M
|
608K
$111M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.7K+ 5.84% |
$8.51M - $9.7M
|
1.03M
$187M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
56.4KNew |
$8.46M - $9.65M
|
56.4K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53.9K+ 22.98% |
$8.09M - $9.22M
|
288K
$52.5M
|