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
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
23+ 0.29% |
$3.45K - $3.94K
|
7.85K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
23+ 1.4% |
$3.45K - $3.94K
|
1.66K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.98% |
$3.3K - $3.77K
|
2.27K
$413K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
21+ 1.6% |
$3.15K - $3.59K
|
1.33K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
21+ 0.05% |
$3.15K - $3.59K
|
45K
$8.2M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 22.83% |
$3.15K - $3.59K
|
113
$20.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
20+ 0.77% |
$3K - $3.42K
|
2.63K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.31% |
$3K - $3.42K
|
6.52K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19+ 0.32% |
$2.85K - $3.25K
|
5.89K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18+ 0.25% |
$2.7K - $3.08K
|
7.36K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18+ 1.06% |
$2.7K - $3.08K
|
1.72K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
18New |
$2.7K - $3.08K
|
18
$3.28K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
17+ 1.23% |
$2.55K - $2.91K
|
1.4K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
17+ 0.28% |
$2.55K - $2.91K
|
6.16K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.84% |
$2.55K - $2.91K
|
2.04K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17+ 0.47% |
$2.55K - $2.91K
|
3.6K
$655K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
16+ 0.67% |
$2.4K - $2.74K
|
2.42K
$440K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16+ 0.56% |
$2.4K - $2.74K
|
2.87K
$523K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 0.8% |
$2.4K - $2.74K
|
2.02K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.57% |
$2.4K - $2.74K
|
2.83K
$515K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.57% |
$2.4K - $2.74K
|
2.83K
$515K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15+ 0.94% |
$2.25K - $2.57K
|
1.61K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15+ 100.0% |
$2.25K - $2.57K
|
30
$5.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15+ 0.54% |
$2.25K - $2.57K
|
2.81K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14+ 0.09% |
$2.1K - $2.4K
|
15.5K
$2.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 1.07% |
$2.1K - $2.4K
|
1.33K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
14+ 0.88% |
$2.1K - $2.4K
|
1.6K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14+ 0.52% |
$2.1K - $2.4K
|
2.7K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 1.01% |
$2.1K - $2.4K
|
1.4K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
14+ 0.01% |
$2.1K - $2.4K
|
156K
$28.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.64% |
$2.1K - $2.4K
|
2.19K
$398K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.94% |
$1.95K - $2.23K
|
1.39K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
13+ 0.16% |
$1.95K - $2.23K
|
8.19K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
12+ 0.58% |
$1.8K - $2.05K
|
2.07K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.74% |
$1.8K - $2.05K
|
1.64K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12+ 0.64% |
$1.8K - $2.05K
|
1.88K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.57% |
$1.8K - $2.05K
|
2.13K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11+ 0.8% |
$1.65K - $1.88K
|
1.39K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11+ 0.16% |
$1.65K - $1.88K
|
6.69K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$1.65K - $1.88K
|
9.11K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
10+ 0.29% |
$1.5K - $1.71K
|
3.51K
$640K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.22% |
$1.5K - $1.71K
|
4.54K
$827K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.35% |
$1.5K - $1.71K
|
2.84K
$517K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.12% |
$1.5K - $1.71K
|
8.06K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$1.5K - $1.71K
|
4.15K
$755K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.04% |
$1.5K - $1.71K
|
26.3K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.5K - $1.71K
|
10
$1.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10+ 0.04% |
$1.5K - $1.71K
|
24K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$1.5K - $1.71K
|
7.48K
$1.36M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.54% |
$1.5K - $1.71K
|
1.87K
$341K
|