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 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
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-29- 0.05% |
$4.35K - $4.96K
|
58.2K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.39% |
$4.65K - $5.31K
|
8K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-31- 1.29% |
$4.65K - $5.31K
|
2.38K
$434K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-32- 0.36% |
$4.81K - $5.48K
|
8.75K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-33- 0.48% |
$4.96K - $5.65K
|
6.82K
$1.24M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-34- 0.85% |
$5.11K - $5.82K
|
3.97K
$723K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-34- 0.85% |
$5.11K - $5.82K
|
3.97K
$724K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 1.26% |
$5.26K - $5.99K
|
2.73K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-35- 2.0% |
$5.26K - $5.99K
|
1.71K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-36- 1.37% |
$5.41K - $6.16K
|
2.58K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 0.77% |
$5.71K - $6.5K
|
4.9K
$893K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38- 2.35% |
$5.71K - $6.5K
|
1.58K
$288K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-39- 1.69% |
$5.86K - $6.68K
|
2.27K
$413K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-41- 0.74% |
$6.16K - $7.02K
|
5.48K
$999K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-42- 19.09% |
$6.31K - $7.19K
|
178
$32.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-43- 3.15% |
$6.46K - $7.36K
|
1.32K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-44- 0.43% |
$6.61K - $7.53K
|
10.2K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 1.13% |
$6.76K - $7.7K
|
3.93K
$715K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-45- 0.53% |
$6.76K - $7.7K
|
8.49K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-46- 1.16% |
$6.91K - $7.87K
|
3.92K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-46- 1.25% |
$6.91K - $7.87K
|
3.62K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-46- 1.85% |
$6.91K - $7.87K
|
2.44K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-48- 1.59% |
$7.21K - $8.22K
|
2.97K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 0.22% |
$7.21K - $8.22K
|
21.4K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49- 1.11% |
$7.36K - $8.39K
|
4.35K
$792K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-49- 0.24% |
$7.36K - $8.39K
|
20K
$3.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-50- 2.31% |
$7.51K - $8.56K
|
2.12K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 0.39% |
$7.51K - $8.56K
|
12.8K
$2.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 1.36% |
$7.51K - $8.56K
|
3.64K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-50- 0.93% |
$7.51K - $8.56K
|
5.34K
$973K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.74% |
$7.81K - $8.9K
|
6.97K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-52- 0.88% |
$7.81K - $8.9K
|
5.88K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-54- 0.03% |
$8.11K - $9.24K
|
161K
$29.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-54- 1.6% |
$8.11K - $9.24K
|
3.31K
$604K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-56- 1.65% |
$8.41K - $9.58K
|
3.33K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-57- 3.62% |
$8.56K - $9.76K
|
1.52K
$277K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 4.18% |
$8.56K - $9.76K
|
1.31K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-58- 1.06% |
$8.71K - $9.93K
|
5.41K
$985K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-58- 1.0% |
$8.71K - $9.93K
|
5.76K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 3.91% |
$8.71K - $9.93K
|
1.43K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-59- 1.19% |
$8.86K - $10.1K
|
4.92K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-59- 2.77% |
$8.86K - $10.1K
|
2.07K
$377K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-60- 1.92% |
$9.01K - $10.3K
|
3.07K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-60- 0.44% |
$9.01K - $10.3K
|
13.6K
$2.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-61- 0.39% |
$9.16K - $10.4K
|
15.7K
$2.86M
|