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
|
Keybank National Association
|
BUY
|
- |
217+ 0.98% |
$32.6K - $37.1K
|
22.4K
$4.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
216+ 4.81% |
$32.4K - $37K
|
4.71K
$858K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
215+ 0.22% |
$32.3K - $36.8K
|
96.8K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
215+ 1.91% |
$32.3K - $36.8K
|
11.5K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
213+ 0.81% |
$32K - $36.5K
|
26.5K
$4.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
210+ 4.05% |
$31.5K - $35.9K
|
5.4K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 0.53% |
$31.2K - $35.6K
|
39.1K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
207+ 4.33% |
$31.1K - $35.4K
|
4.99K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
207+ 12.88% |
$31.1K - $35.4K
|
1.81K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
206+ 2.53% |
$30.9K - $35.3K
|
8.34K
$1.52M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
204+ 49.76% |
$30.6K - $34.9K
|
614
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
203+ 1.67% |
$30.5K - $34.7K
|
12.4K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
197+ 8.16% |
$29.6K - $33.7K
|
2.61K
$475K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
191+ 5.8% |
$28.7K - $32.7K
|
3.49K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
189+ 2.05% |
$28.4K - $32.3K
|
9.41K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
188+ 5.03% |
$28.2K - $32.2K
|
3.92K
$714K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
186+ 1.15% |
$27.9K - $31.8K
|
16.4K
$2.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
186+ 1.81% |
$27.9K - $31.8K
|
10.5K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
185+ 4.64% |
$27.8K - $31.7K
|
4.17K
$759K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
184+ 0.28% |
$27.6K - $31.5K
|
67K
$12.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
182+ 1.03% |
$27.3K - $31.2K
|
17.8K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
182New |
$27.3K - $31.2K
|
182
$33.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
180+ 0.74% |
$27K - $30.8K
|
24.6K
$4.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$27K - $30.8K
|
180
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
177+ 0.3% |
$26.6K - $30.3K
|
58.3K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
175+ 13.11% |
$26.3K - $30K
|
1.51K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
175+ 0.84% |
$26.3K - $30K
|
21.1K
$3.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
172+ 0.86% |
$25.8K - $29.4K
|
20.1K
$3.66M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
169+ 13.37% |
$25.4K - $28.9K
|
1.43K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
168+ 10.21% |
$25.2K - $28.8K
|
1.81K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
168+ 12.9% |
$25.2K - $28.8K
|
1.47K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
168+ 47.46% |
$25.2K - $28.8K
|
522
$95.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
165+ 12.19% |
$24.8K - $28.2K
|
1.52K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
157+ 2.48% |
$23.6K - $26.9K
|
6.48K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
156+ 8.06% |
$23.4K - $26.7K
|
2.09K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
153+ 3.17% |
$23K - $26.2K
|
4.99K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
153+ 1.72% |
$23K - $26.2K
|
9.06K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
152+ 9.97% |
$22.8K - $26K
|
1.68K
$305K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
151+ 2.2% |
$22.7K - $25.8K
|
7.02K
$1.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
148New |
$22.2K - $25.3K
|
148
$27K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
145+ 1.22% |
$21.8K - $24.8K
|
12K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
145+ 1.46% |
$21.8K - $24.8K
|
10.1K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
145+ 2.32% |
$21.8K - $24.8K
|
6.39K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
143+ 0.83% |
$21.5K - $24.5K
|
17.4K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
140+ 5.55% |
$21K - $24K
|
2.66K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
136+ 0.52% |
$20.4K - $23.3K
|
26.5K
$4.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
133+ 0.71% |
$20K - $22.8K
|
18.8K
$3.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
130+ 5.29% |
$19.5K - $22.3K
|
2.59K
$471K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
130+ 3.41% |
$19.5K - $22.3K
|
3.94K
$718K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
130+ 1.5% |
$19.5K - $22.3K
|
8.78K
$1.6M
|