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 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
374+ 0.14% |
$56.2K - $64K
|
262K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
370+ 20.49% |
$55.6K - $63.3K
|
2.18K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
369+ 1.55% |
$55.4K - $63.2K
|
24.1K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
359+ 1.02% |
$53.9K - $61.4K
|
35.5K
$6.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
351+ 1.88% |
$52.7K - $60.1K
|
19K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
341+ 2.51% |
$51.2K - $58.4K
|
13.9K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
337New |
$50.6K - $57.7K
|
337
$61.4K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
337+ 22.1% |
$50.6K - $57.7K
|
1.86K
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
335+ 6.97% |
$50.3K - $57.3K
|
5.14K
$936K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
334+ 5.14% |
$50.2K - $57.2K
|
6.83K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
330+ 3.9% |
$49.6K - $56.5K
|
8.79K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
328+ 4.07% |
$49.3K - $56.1K
|
8.38K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
324+ 15.25% |
$48.7K - $55.5K
|
2.45K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
323+ 4.44% |
$48.5K - $55.3K
|
7.61K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
322+ 9.62% |
$48.4K - $55.1K
|
3.67K
$668K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
320+ 1.64% |
$48.1K - $54.8K
|
19.9K
$3.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
310+ 1.01% |
$46.5K - $53.1K
|
30.9K
$5.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
296+ 3.57% |
$44.4K - $50.7K
|
8.59K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
296+ 11.97% |
$44.4K - $50.7K
|
2.77K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
294+ 3.47% |
$44.1K - $50.3K
|
8.78K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
292+ 0.74% |
$43.8K - $50K
|
39.6K
$7.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
291+ 0.23% |
$43.7K - $49.8K
|
128K
$23.3M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
289+ 9.43% |
$43.4K - $49.5K
|
3.35K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
288+ 4.01% |
$43.2K - $49.3K
|
7.47K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
288+ 3.77% |
$43.2K - $49.3K
|
7.92K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
287+ 4.63% |
$43.1K - $49.1K
|
6.48K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
285+ 1.72% |
$42.8K - $48.8K
|
16.9K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
283+ 6.07% |
$42.5K - $48.4K
|
4.95K
$901K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
283+ 943.33% |
$42.5K - $48.4K
|
313
$57K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
277+ 13.08% |
$41.6K - $47.4K
|
2.39K
$436K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
276+ 0.98% |
$41.4K - $47.2K
|
28.5K
$5.19M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
275+ 4.49% |
$41.3K - $47.1K
|
6.41K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
266+ 5.25% |
$39.9K - $45.5K
|
5.33K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$39.9K - $45.5K
|
266
$48.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
265+ 1.0% |
$39.8K - $45.4K
|
26.9K
$4.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
263+ 0.74% |
$39.5K - $45K
|
35.6K
$6.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
261+ 17.23% |
$39.2K - $44.7K
|
1.78K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
254+ 1.74% |
$38.1K - $43.5K
|
14.9K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
247+ 0.38% |
$37.1K - $42.3K
|
65.4K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
244+ 6.01% |
$36.6K - $41.8K
|
4.31K
$784K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
241+ 8.24% |
$36.2K - $41.2K
|
3.16K
$576K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
238+ 1.13% |
$35.7K - $40.7K
|
21.3K
$3.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
236+ 1.56% |
$35.4K - $40.4K
|
15.3K
$2.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
235+ 5.87% |
$35.3K - $40.2K
|
4.24K
$772K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
235+ 2.87% |
$35.3K - $40.2K
|
8.42K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
235+ 0.22% |
$35.3K - $40.2K
|
108K
$19.6M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
233+ 0.11% |
$35K - $39.9K
|
219K
$39.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
226New |
$33.9K - $38.7K
|
226
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
221+ 7.5% |
$33.2K - $37.8K
|
3.17K
$577K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
220+ 0.43% |
$33K - $37.7K
|
51.4K
$9.37M
|