Purchases and Sales Made in Q4 2023 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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 22, 2024 Q4 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
50
+ 1.33%
$7.51K - $8.56K
3.82K $696K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
50
+ 142.86%
$7.51K - $8.56K
85 $15.5K
Feb 05, 2024 Q4 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
50
+ 0.61%
$7.51K - $8.56K
8.28K $1.51M
Feb 09, 2024 Q4 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
50
+ 0.66%
$7.51K - $8.56K
7.65K $1.39M
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
 -
49
New
$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 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
 -
40
New
$6.01K - $6.85K
40 $7.29K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
39
New
$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
 -
33
New
$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
 -
25
New
$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
 -
24
New
$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

Track Institutional and Insider Activities on VIG

Follow VANGUARD DIVIDEND APPRECIATION and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells VIG shares.

Notify only if

Insider Trading

Get notified when an Vanguard Dividend Appreciation insider buys or sells VIG shares.

Notify only if

News

Receive news related to VANGUARD DIVIDEND APPRECIATION

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on VIG