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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49+ 0.16% |
$7.36K - $8.39K
|
31.4K
$5.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 7.24% |
$7.36K - $8.39K
|
726
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49New |
$7.36K - $8.39K
|
49
$8.93K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
48+ 0.41% |
$7.21K - $8.22K
|
11.7K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
48+ 1.75% |
$7.21K - $8.22K
|
2.78K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
47+ 44.34% |
$7.06K - $8.04K
|
153
$27.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47+ 1.34% |
$7.06K - $8.04K
|
3.55K
$647K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
47+ 0.21% |
$7.06K - $8.04K
|
22.6K
$4.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 1.01% |
$6.91K - $7.87K
|
4.58K
$835K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 1.21% |
$6.76K - $7.7K
|
3.78K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
44+ 0.89% |
$6.61K - $7.53K
|
4.97K
$905K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
44+ 0.44% |
$6.61K - $7.53K
|
10.1K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
42+ 2.79% |
$6.31K - $7.19K
|
1.55K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
42+ 0.32% |
$6.31K - $7.19K
|
13.2K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
41+ 0.02% |
$6.16K - $7.02K
|
171K
$31.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40New |
$6.01K - $6.85K
|
40
$7.29K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
39New |
$5.86K - $6.68K
|
39
$7.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 0.95% |
$5.86K - $6.68K
|
4.15K
$756K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
38+ 2.52% |
$5.71K - $6.5K
|
1.54K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 1.05% |
$5.71K - $6.5K
|
3.67K
$668K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
38+ 1.13% |
$5.71K - $6.5K
|
3.41K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
38+ 1.73% |
$5.71K - $6.5K
|
2.24K
$408K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
37+ 0.46% |
$5.56K - $6.33K
|
8.13K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 0.06% |
$5.56K - $6.33K
|
57.6K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
34+ 0.54% |
$5.11K - $5.82K
|
6.28K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
33+ 0.18% |
$4.96K - $5.65K
|
18.6K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 1.01% |
$4.96K - $5.65K
|
3.29K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
33New |
$4.96K - $5.65K
|
33
$6.01K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
31+ 0.3% |
$4.65K - $5.31K
|
10.4K
$1.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
31+ 0.11% |
$4.65K - $5.31K
|
29.4K
$5.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.21% |
$4.5K - $5.13K
|
14.3K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
30+ 0.27% |
$4.5K - $5.13K
|
11.2K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
28+ 0.52% |
$4.2K - $4.79K
|
5.41K
$986K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 0.99% |
$4.2K - $4.79K
|
2.87K
$522K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
28+ 0.93% |
$4.2K - $4.79K
|
3.04K
$554K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
26+ 0.98% |
$3.9K - $4.45K
|
2.67K
$487K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
26+ 0.63% |
$3.9K - $4.45K
|
4.15K
$756K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
26+ 0.47% |
$3.9K - $4.45K
|
5.55K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
26+ 0.94% |
$3.9K - $4.45K
|
2.78K
$506K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$3.75K - $4.28K
|
25
$4.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 2.51% |
$3.75K - $4.28K
|
1.02K
$186K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
25+ 17.48% |
$3.75K - $4.28K
|
168
$30.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
25+ 0.22% |
$3.75K - $4.28K
|
11.2K
$2.03M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
25+ 0.22% |
$3.75K - $4.28K
|
11.2K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
24New |
$3.6K - $4.11K
|
24
$4.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24+ 1.43% |
$3.6K - $4.11K
|
1.71K
$311K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.31% |
$3.6K - $4.11K
|
7.66K
$1.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24New |
$3.6K - $4.11K
|
24
$4.37K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24New |
$3.6K - $4.11K
|
24
$4.37K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23+ 0.37% |
$3.45K - $3.94K
|
6.31K
$1.15M
|