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 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
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
557+ 1.47% |
$83.6K - $95.3K
|
38.5K
$7.02M
|
|
|
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
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
532+ 2.36% |
$79.9K - $91.1K
|
23.1K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
532+ 28.3% |
$79.9K - $91.1K
|
2.41K
$439K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
529+ 1.12% |
$79.4K - $90.5K
|
47.9K
$8.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
525+ 12.8% |
$78.8K - $89.9K
|
4.63K
$843K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
518New |
$77.8K - $88.7K
|
518
$94.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
515+ 10.88% |
$77.3K - $88.1K
|
5.25K
$956K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
511+ 0.49% |
$76.7K - $87.5K
|
105K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
511+ 4.89% |
$76.7K - $87.5K
|
11K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
508+ 12.08% |
$76.3K - $86.9K
|
4.71K
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
502+ 16.95% |
$75.4K - $85.9K
|
3.46K
$631K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
502+ 13.11% |
$75.4K - $85.9K
|
4.33K
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
500New |
$75.1K - $85.6K
|
500
$91.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
497+ 753.03% |
$74.6K - $85.1K
|
563
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
493+ 2.49% |
$74K - $84.4K
|
20.3K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
493+ 8.11% |
$74K - $84.4K
|
6.57K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
492+ 1.27% |
$73.9K - $84.2K
|
39.1K
$7.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
491+ 22.17% |
$73.7K - $84K
|
2.71K
$493K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
482New |
$72.4K - $82.5K
|
482
$87.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
482+ 33.29% |
$72.4K - $82.5K
|
1.93K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480New |
$72.1K - $82.2K
|
480
$87.4K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
474+ 36.05% |
$71.2K - $81.1K
|
1.79K
$326K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
470New |
$70.6K - $80.4K
|
470
$85.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
464+ 0.82% |
$69.7K - $79.4K
|
57K
$10.4M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
463+ 3.21% |
$69.5K - $79.2K
|
14.9K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
459New |
$68.9K - $78.6K
|
459
$83.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
450+ 22.29% |
$67.6K - $77K
|
2.47K
$450K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
447+ 10.69% |
$67.1K - $76.5K
|
4.63K
$843K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
444+ 2.33% |
$66.7K - $76K
|
19.5K
$3.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
441+ 0.88% |
$66.2K - $75.5K
|
50.5K
$9.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
441+ 10.36% |
$66.2K - $75.5K
|
4.7K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
432+ 15.95% |
$64.9K - $73.9K
|
3.14K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
428+ 1.5% |
$64.3K - $73.3K
|
29K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
426+ 5.05% |
$64K - $72.9K
|
8.86K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
413+ 0.92% |
$62K - $70.7K
|
45.1K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
412+ 1.54% |
$61.9K - $70.5K
|
27.2K
$4.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
410+ 4.06% |
$61.6K - $70.2K
|
10.5K
$1.91M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
410+ 4.06% |
$61.6K - $70.2K
|
10.5K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
407+ 5.9% |
$61.1K - $69.7K
|
7.31K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
406+ 0.53% |
$61K - $69.5K
|
77.2K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
406+ 10.31% |
$61K - $69.5K
|
4.34K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
400+ 1.58% |
$60.1K - $68.5K
|
25.7K
$4.68M
|