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 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
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.39KNew |
$208K - $237K
|
1.39K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$206K - $234K
|
1.37K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.37KNew |
$205K - $234K
|
1.37K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.36K+ 2.88% |
$204K - $232K
|
48.5K
$8.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.36KNew |
$204K - $232K
|
1.36K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.33K+ 83.03% |
$200K - $228K
|
2.93K
$534K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.31K+ 0.56% |
$196K - $224K
|
234K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.3K+ 11.07% |
$194K - $222K
|
13K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.29KNew |
$194K - $221K
|
1.29K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.28K+ 1.09% |
$193K - $220K
|
119K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 35.78% |
$193K - $220K
|
4.87K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.28KNew |
$192K - $219K
|
1.28K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.28KNew |
$192K - $218K
|
1.28K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$191K - $218K
|
1.27K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.27KNew |
$191K - $218K
|
1.27K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.27K+ 0.51% |
$191K - $218K
|
251K
$45.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.27K+ 7.38% |
$190K - $217K
|
18.4K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.26KNew |
$190K - $216K
|
1.26K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.26K+ 66.33% |
$189K - $216K
|
3.16K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.26K+ 1.62% |
$189K - $215K
|
78.8K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.26K+ 3.98% |
$189K - $215K
|
32.9K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.25K+ 22.8% |
$188K - $215K
|
6.76K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.25KNew |
$188K - $214K
|
1.25K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.25KNew |
$188K - $214K
|
1.25K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.25KNew |
$188K - $214K
|
1.25K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$188K - $214K
|
1.25K
$228K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 6.23% |
$187K - $214K
|
21.3K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.25K+ 6.53% |
$187K - $213K
|
20.3K
$3.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.23K+ 46.49% |
$185K - $211K
|
3.88K
$707K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.22K+ 0.89% |
$184K - $209K
|
139K
$25.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.22KNew |
$182K - $208K
|
1.22K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.21KNew |
$182K - $207K
|
1.21K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.21K+ 354.39% |
$182K - $207K
|
1.55K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$182K - $207K
|
1.21K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.21K+ 3.28% |
$182K - $207K
|
38.1K
$6.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.21K+ 21.85% |
$181K - $207K
|
6.74K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.21KNew |
$181K - $207K
|
1.21K
$220K
|