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 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.2KNew |
$179K - $205K
|
1.2K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$179K - $204K
|
1.19K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.18KNew |
$177K - $202K
|
1.18K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.18KNew |
$177K - $202K
|
1.18K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.18KNew |
$177K - $202K
|
1.18K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.18K+ 6.44% |
$177K - $201K
|
19.4K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 16.12% |
$175K - $200K
|
8.4K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 82.54% |
$174K - $198K
|
2.56K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.16K+ 18.11% |
$173K - $198K
|
7.53K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 655.88% |
$167K - $191K
|
1.29K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.11K+ 65.84% |
$167K - $190K
|
2.8K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.11K+ 62.52% |
$166K - $189K
|
2.88K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.11K+ 63.82% |
$166K - $189K
|
2.84K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.1K+ 33.74% |
$165K - $188K
|
4.36K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.1K+ 33.22% |
$164K - $187K
|
4.39K
$800K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.09K+ 72.93% |
$164K - $187K
|
2.59K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.09K+ 57.29% |
$164K - $187K
|
3K
$547K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.09K+ 5.74% |
$164K - $187K
|
20.1K
$3.67M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.08KNew |
$163K - $185K
|
1.08K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.08K+ 2.03% |
$162K - $185K
|
54.3K
$9.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.08K+ 7.57% |
$162K - $185K
|
15.4K
$2.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.08KNew |
$162K - $185K
|
1.08K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 13.81% |
$161K - $184K
|
8.86K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.06K+ 60.86% |
$159K - $181K
|
2.8K
$510K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.3% |
$158K - $180K
|
81.6K
$14.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.05K+ 0.89% |
$157K - $179K
|
118K
$21.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.04K+ 1.07% |
$156K - $177K
|
97.7K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.02K+ 0.43% |
$153K - $175K
|
236K
$43M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.01K+ 2.15% |
$152K - $173K
|
48.1K
$8.76M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1K+ 32.73% |
$151K - $172K
|
4.07K
$741K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1K+ 23.28% |
$150K - $172K
|
5.31K
$966K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
986+ 5.45% |
$148K - $169K
|
19.1K
$3.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
980+ 1.61% |
$147K - $168K
|
61.8K
$11.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
967+ 16.03% |
$145K - $166K
|
7K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
966+ 3.07% |
$145K - $165K
|
32.4K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
951+ 0.31% |
$143K - $163K
|
303K
$55.2M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
941+ 4.3% |
$141K - $161K
|
22.8K
$4.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
935+ 4.15% |
$140K - $160K
|
23.5K
$4.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
930+ 28.96% |
$140K - $159K
|
4.14K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
913+ 6.26% |
$137K - $156K
|
15.5K
$2.82M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
906+ 323.57% |
$136K - $155K
|
1.19K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
901+ 1.03% |
$135K - $154K
|
88.2K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
893+ 13.27% |
$134K - $153K
|
7.63K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
891+ 19.08% |
$134K - $153K
|
5.56K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
890+ 5.46% |
$134K - $152K
|
17.2K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
888+ 2.93% |
$133K - $152K
|
31.2K
$5.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
870+ 40.85% |
$131K - $149K
|
3K
$546K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
859+ 39.68% |
$129K - $147K
|
3.02K
$551K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
844+ 3.02% |
$127K - $144K
|
28.8K
$5.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
821+ 5.04% |
$123K - $141K
|
17.1K
$3.12M
|