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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7- 0.2% |
$1.05K - $1.2K
|
3.41K
$621K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-8- 0.39% |
$1.2K - $1.37K
|
2.02K
$368K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-9- 0.11% |
$1.35K - $1.54K
|
8.04K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 0.02% |
$1.35K - $1.54K
|
44.7K
$8.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.5K - $1.71K
|
5.97K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-10- 0.05% |
$1.5K - $1.71K
|
19.6K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 9.62% |
$1.5K - $1.71K
|
94
$17.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 0.08% |
$1.5K - $1.71K
|
12.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10- 0.23% |
$1.5K - $1.71K
|
4.41K
$803K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11- 0.42% |
$1.65K - $1.88K
|
2.59K
$471K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-11- 0.29% |
$1.65K - $1.88K
|
3.85K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11- 0.3% |
$1.65K - $1.88K
|
3.7K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-12- 0.1% |
$1.8K - $2.05K
|
12.3K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-12- 0.06% |
$1.8K - $2.05K
|
19.7K
$3.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 23.08% |
$2.25K - $2.57K
|
50
$9.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-15- 0.81% |
$2.25K - $2.57K
|
1.83K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-15- 0.39% |
$2.25K - $2.57K
|
3.83K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-15- 0.01% |
$2.25K - $2.57K
|
107K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-15- 0.79% |
$2.25K - $2.57K
|
1.89K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-15- 0.27% |
$2.25K - $2.57K
|
5.52K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 0.47% |
$2.55K - $2.91K
|
3.64K
$662K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-17- 0.35% |
$2.55K - $2.91K
|
4.81K
$876K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-18- 0.79% |
$2.7K - $3.08K
|
2.26K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18- 2.2% |
$2.7K - $3.08K
|
801
$146K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-19- 0.85% |
$2.85K - $3.25K
|
2.22K
$405K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-19- 1.18% |
$2.85K - $3.25K
|
1.6K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-19- 0.33% |
$2.85K - $3.25K
|
5.72K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.55% |
$3K - $3.42K
|
3.63K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 0.34% |
$3K - $3.42K
|
5.94K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-21- 0.14% |
$3.15K - $3.59K
|
15K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 0.61% |
$3.15K - $3.59K
|
3.44K
$627K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-21- 1.2% |
$3.15K - $3.59K
|
1.73K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 7.64% |
$3.15K - $3.59K
|
254
$46.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-22- 0.6% |
$3.3K - $3.77K
|
3.65K
$664K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.05% |
$3.3K - $3.77K
|
48.1K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-22- 2.06% |
$3.3K - $3.77K
|
1.05K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-22- 0.99% |
$3.3K - $3.77K
|
2.19K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-23- 0.32% |
$3.45K - $3.94K
|
7.12K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-24- 1.24% |
$3.6K - $4.11K
|
1.91K
$349K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 1.17% |
$3.75K - $4.28K
|
2.1K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-26- 0.17% |
$3.9K - $4.45K
|
15.2K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-26- 1.28% |
$3.9K - $4.45K
|
2.01K
$366K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-26- 0.99% |
$3.9K - $4.45K
|
2.6K
$474K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-26- 0.09% |
$3.9K - $4.45K
|
28K
$5.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 1.82% |
$4.05K - $4.62K
|
1.45K
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-27- 1.2% |
$4.05K - $4.62K
|
2.21K
$403K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-27- 0.32% |
$4.05K - $4.62K
|
8.32K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.04% |
$4.05K - $4.62K
|
62.4K
$11.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-28- 4.96% |
$4.2K - $4.79K
|
537
$97.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-28- 7.51% |
$4.2K - $4.79K
|
345
$62.8K
|