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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
805+ 12.15% |
$121K - $138K
|
7.43K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
803+ 2.38% |
$121K - $137K
|
34.6K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
803+ 2.38% |
$121K - $137K
|
34.6K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
793+ 521.71% |
$119K - $136K
|
945
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
792+ 19.27% |
$119K - $136K
|
4.9K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
792+ 28.84% |
$119K - $136K
|
3.54K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
790+ 2.65% |
$119K - $135K
|
30.6K
$5.57M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
777+ 28.1% |
$117K - $133K
|
3.54K
$645K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
771New |
$116K - $132K
|
771
$140K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
770+ 4.7% |
$116K - $132K
|
17.2K
$3.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
768+ 11.01% |
$115K - $131K
|
7.75K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
768+ 2.06% |
$115K - $131K
|
38.1K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
765+ 6.97% |
$115K - $131K
|
11.7K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
758New |
$114K - $130K
|
758
$138K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
752+ 5.12% |
$113K - $129K
|
15.4K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
749+ 1.02% |
$112K - $128K
|
73.9K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
747+ 24.8% |
$112K - $128K
|
3.76K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
746New |
$112K - $128K
|
746
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
744+ 19.56% |
$112K - $127K
|
4.55K
$828K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
742+ 6.77% |
$111K - $127K
|
11.7K
$2.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
739+ 6.2% |
$111K - $126K
|
12.7K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
719+ 3.99% |
$108K - $123K
|
18.8K
$3.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
710+ 4.99% |
$107K - $122K
|
14.9K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
706+ 1.03% |
$106K - $121K
|
69.2K
$12.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
697+ 1.34% |
$105K - $119K
|
52.6K
$9.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
689+ 0.52% |
$103K - $118K
|
134K
$24.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
684+ 0.87% |
$103K - $117K
|
79K
$14.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
671+ 23.74% |
$101K - $115K
|
3.5K
$637K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
656+ 0.71% |
$98.5K - $112K
|
93.4K
$17M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
654+ 2.68% |
$98.2K - $112K
|
25.1K
$4.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
646+ 1.45% |
$97K - $111K
|
45.1K
$8.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
631+ 2.35% |
$94.8K - $108K
|
27.5K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
624New |
$93.7K - $107K
|
624
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
607+ 2.26% |
$91.1K - $104K
|
27.5K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
607+ 9.55% |
$91.1K - $104K
|
6.96K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
601+ 7.99% |
$90.2K - $103K
|
8.12K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
600+ 17.41% |
$90.1K - $103K
|
4.05K
$737K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
589+ 3.84% |
$88.4K - $101K
|
15.9K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
589+ 4.82% |
$88.4K - $101K
|
12.8K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
577+ 19.61% |
$86.6K - $98.8K
|
3.52K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
570+ 85.46% |
$85.6K - $97.6K
|
1.24K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
570New |
$85.6K - $97.6K
|
570
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
566New |
$85K - $96.9K
|
566
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
564+ 2.87% |
$84.7K - $96.5K
|
20.2K
$3.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
554+ 29.16% |
$83.2K - $94.8K
|
2.45K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
550+ 20.99% |
$82.6K - $94.1K
|
3.17K
$577K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
548+ 6.29% |
$82.3K - $93.8K
|
9.27K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
548+ 6.75% |
$82.3K - $93.8K
|
8.67K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
541+ 0.88% |
$81.2K - $92.6K
|
62.1K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
534+ 1.96% |
$80.2K - $91.4K
|
27.8K
$5.07M
|