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 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
2New |
$300 - $342
|
2
$364
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$300 - $342
|
2.73K
$497K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.06% |
$300 - $342
|
3.32K
$604K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.04% |
$300 - $342
|
5.26K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.03% |
$300 - $342
|
6.05K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$300 - $342
|
2.78K
$506K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2+ 1.94% |
$300 - $342
|
105
$19.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$300 - $342
|
13K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.15% |
$300 - $342
|
1.33K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$300 - $342
|
2.94K
$535K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2+ 0.11% |
$300 - $342
|
1.84K
$335K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$300 - $342
|
5.66K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 1.26% |
$300 - $342
|
161
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.83% |
$300 - $342
|
242
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.04% |
$300 - $342
|
194
$35.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.25% |
$300 - $342
|
788
$144K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$150 - $171
|
4.2K
$764K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$150 - $171
|
4.56K
$831K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.64% |
$150 - $171
|
157
$28.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.05K
$556K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $171
|
13.5K
$2.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $171
|
18.1K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.54K
$646K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$150 - $171
|
2.64K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$150 - $171
|
1.34K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.97% |
$150 - $171
|
104
$18.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.04% |
$150 - $171
|
2.3K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$150 - $171
|
510
$92.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.76K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$150 - $171
|
1.3K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$150 - $171
|
1.86K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$150 - $171
|
18.2K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.69% |
$150 - $171
|
60
$10.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
$150 - $171
|
10.6K
$1.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.02% |
$150 - $171
|
5.89K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2- 0.03% |
$300 - $342
|
7.85K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2- 0.06% |
$300 - $342
|
3.52K
$641K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.76% |
$300 - $342
|
40
$7.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$300 - $342
|
3.07K
$558K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$450 - $513
|
4.37K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3- 0.19% |
$450 - $513
|
1.56K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 0.23% |
$601 - $685
|
1.73K
$315K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.38% |
$751 - $856
|
1.3K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.22% |
$751 - $856
|
2.24K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5- 0.3% |
$751 - $856
|
1.69K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$751 - $856
|
6.09K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-7- 2.49% |
$1.05K - $1.2K
|
274
$49.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 8.05% |
$1.05K - $1.2K
|
80
$14.6K
|