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 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
86+ 1.78% |
$12.9K - $14.7K
|
4.92K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
84+ 10.69% |
$12.6K - $14.4K
|
870
$158K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
83+ 0.28% |
$12.5K - $14.2K
|
30.1K
$5.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
82+ 1.07% |
$12.3K - $14K
|
7.76K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
82+ 0.57% |
$12.3K - $14K
|
14.6K
$2.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
81+ 0.21% |
$12.2K - $13.9K
|
38.2K
$6.97M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
80+ 0.74% |
$12K - $13.7K
|
10.9K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
79+ 17.71% |
$11.9K - $13.5K
|
525
$95.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
77+ 0.84% |
$11.6K - $13.2K
|
9.2K
$1.68M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
75+ 1.66% |
$11.3K - $12.8K
|
4.58K
$834K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
74+ 0.97% |
$11.1K - $12.7K
|
7.69K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
74+ 24.67% |
$11.1K - $12.7K
|
374
$68.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
74New |
$11.1K - $12.7K
|
74
$13.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
73+ 0.48% |
$11K - $12.5K
|
15.4K
$2.8M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
73+ 1.03% |
$11K - $12.5K
|
7.14K
$1.3M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
72+ 3.11% |
$10.8K - $12.3K
|
2.39K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71+ 4.14% |
$10.7K - $12.2K
|
1.79K
$326K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
70+ 1.48% |
$10.5K - $12K
|
4.79K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
70+ 2.8% |
$10.5K - $12K
|
2.57K
$468K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
69+ 3.27% |
$10.4K - $11.8K
|
2.18K
$397K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
68+ 1.16% |
$10.2K - $11.6K
|
5.93K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
67+ 0.21% |
$10.1K - $11.5K
|
31.8K
$5.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 0.42% |
$9.91K - $11.3K
|
15.9K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 18.06% |
$9.76K - $11.1K
|
425
$77.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
64+ 2.54% |
$9.61K - $11K
|
2.58K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64+ 0.41% |
$9.61K - $11K
|
15.5K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
62+ 0.57% |
$9.31K - $10.6K
|
10.9K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
62+ 0.03% |
$9.31K - $10.6K
|
196K
$35.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
62New |
$9.31K - $10.6K
|
62
$11.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
61+ 2.26% |
$9.16K - $10.4K
|
2.76K
$503K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 2.47% |
$9.16K - $10.4K
|
2.53K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
60+ 0.48% |
$9.01K - $10.3K
|
12.5K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
58+ 0.45% |
$8.71K - $9.93K
|
12.9K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
57+ 1.61% |
$8.56K - $9.76K
|
3.6K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
57+ 4.35% |
$8.56K - $9.76K
|
1.37K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
57+ 11.63% |
$8.56K - $9.76K
|
547
$99.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
56+ 0.51% |
$8.41K - $9.58K
|
11.1K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
56+ 0.23% |
$8.41K - $9.58K
|
23.9K
$4.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.37% |
$8.41K - $9.58K
|
4.14K
$754K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
56+ 4.66% |
$8.41K - $9.58K
|
1.26K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
55+ 0.43% |
$8.26K - $9.41K
|
12.8K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55+ 1.54% |
$8.26K - $9.41K
|
3.63K
$662K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
54+ 0.37% |
$8.11K - $9.24K
|
14.8K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54+ 1.03% |
$8.11K - $9.24K
|
5.31K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
54+ 3.84% |
$8.11K - $9.24K
|
1.46K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53+ 4.59% |
$7.96K - $9.07K
|
1.21K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
53+ 0.84% |
$7.96K - $9.07K
|
6.38K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 2.26% |
$7.51K - $8.56K
|
2.27K
$413K
|