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 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
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.12% |
$1.5K - $1.71K
|
8.06K
$1.47M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$1.5K - $1.71K
|
4.15K
$755K
|
|
|
Apr 10, 2025
Q4 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
10+ 0.06% |
$1.5K - $1.71K
|
17.5K
$3.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.57% |
$1.35K - $1.54K
|
1.58K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9+ 0.42% |
$1.35K - $1.54K
|
2.18K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.3% |
$1.35K - $1.54K
|
2.99K
$545K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8+ 0.42% |
$1.2K - $1.37K
|
1.92K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
8+ 0.15% |
$1.2K - $1.37K
|
5.2K
$948K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8+ 0.3% |
$1.2K - $1.37K
|
2.67K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 1.09% |
$1.2K - $1.37K
|
741
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8+ 0.25% |
$1.2K - $1.37K
|
3.23K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.2K - $1.37K
|
12.6K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.11% |
$1.2K - $1.37K
|
7.35K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7+ 0.17% |
$1.05K - $1.2K
|
4.14K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
7+ 0.06% |
$1.05K - $1.2K
|
10.9K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.36% |
$1.05K - $1.2K
|
1.98K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.5% |
$1.05K - $1.2K
|
1.4K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.45% |
$1.05K - $1.2K
|
1.56K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7+ 0.18% |
$1.05K - $1.2K
|
3.82K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7+ 0.03% |
$1.05K - $1.2K
|
20.6K
$3.75M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.5% |
$1.05K - $1.2K
|
1.4K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6+ 0.46% |
$901 - $1.03K
|
1.32K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.99% |
$901 - $1.03K
|
613
$112K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.01% |
$901 - $1.03K
|
599
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 17.65% |
$901 - $1.03K
|
40
$7.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
6+ 0.04% |
$901 - $1.03K
|
14.1K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6+ 0.26% |
$901 - $1.03K
|
2.28K
$415K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.24% |
$901 - $1.03K
|
2.55K
$464K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.01% |
$901 - $1.03K
|
599
$109K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6+ 0.18% |
$901 - $1.03K
|
3.26K
$593K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$751 - $856
|
12.9K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.08% |
$751 - $856
|
6.39K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.15% |
$751 - $856
|
3.28K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.05% |
$601 - $685
|
8.15K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.23% |
$601 - $685
|
1.72K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.22% |
$601 - $685
|
1.86K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$601 - $685
|
14.6K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.15% |
$601 - $685
|
2.73K
$498K
|