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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
130+ 6.55% |
$19.5K - $22.3K
|
2.12K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
130+ 9.33% |
$19.5K - $22.3K
|
1.52K
$277K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
130+ 1.19% |
$19.5K - $22.3K
|
11.1K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
129+ 4.85% |
$19.4K - $22.1K
|
2.79K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
128+ 2.07% |
$19.2K - $21.9K
|
6.3K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
127+ 9.81% |
$19.1K - $21.7K
|
1.42K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
126+ 3.35% |
$18.9K - $21.6K
|
3.88K
$707K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
122+ 1.4% |
$18.3K - $20.9K
|
8.83K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 1.04% |
$18.2K - $20.7K
|
11.7K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120New |
$18K - $20.5K
|
120
$21.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
120+ 1.21% |
$18K - $20.5K
|
10K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
120+ 0.09% |
$18K - $20.5K
|
134K
$24.3M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 0.22% |
$18K - $20.5K
|
54.1K
$9.85M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
119New |
$17.9K - $20.4K
|
119
$21.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
118+ 1.13% |
$17.7K - $20.2K
|
10.5K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
117+ 1.04% |
$17.6K - $20K
|
11.4K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
117+ 7.88% |
$17.6K - $20K
|
1.6K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
117+ 1.0% |
$17.6K - $20K
|
11.8K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
116+ 0.57% |
$17.4K - $19.9K
|
20.6K
$3.76M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
115+ 8.0% |
$17.3K - $19.7K
|
1.55K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
114New |
$17.1K - $19.5K
|
114
$20.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
112+ 0.5% |
$16.8K - $19.2K
|
22.5K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
110+ 0.62% |
$16.5K - $18.8K
|
17.8K
$3.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
108+ 0.39% |
$16.2K - $18.5K
|
27.6K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 6.81% |
$16.2K - $18.5K
|
1.7K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106+ 2.87% |
$15.9K - $18.1K
|
3.79K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
104+ 4.87% |
$15.6K - $17.8K
|
2.24K
$408K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
102+ 0.98% |
$15.3K - $17.5K
|
10.5K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
102+ 4.59% |
$15.3K - $17.5K
|
2.32K
$423K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
100+ 0.21% |
$15K - $17.1K
|
48.2K
$8.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
100+ 1.43% |
$15K - $17.1K
|
7.08K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
100+ 0.82% |
$15K - $17.1K
|
12.3K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$15K - $17.1K
|
100
$18.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 2.19% |
$15K - $17.1K
|
4.67K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
100+ 5.1% |
$15K - $17.1K
|
2.06K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
100+ 1.15% |
$15K - $17.1K
|
8.76K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
99+ 0.72% |
$14.9K - $16.9K
|
13.8K
$2.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
99+ 0.32% |
$14.9K - $16.9K
|
31K
$5.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
97+ 4.52% |
$14.6K - $16.6K
|
2.24K
$408K
|