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 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-67- 2.34% |
$10.1K - $11.5K
|
2.8K
$510K
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-68- 4.15% |
$10.2K - $11.6K
|
1.57K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-68- 1.23% |
$10.2K - $11.6K
|
5.47K
$995K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-70- 1.41% |
$10.5K - $12K
|
4.9K
$893K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-70- 0.56% |
$10.5K - $12K
|
12.4K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-70- 0.86% |
$10.5K - $12K
|
8.11K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-70- 3.36% |
$10.5K - $12K
|
2.01K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-71- 2.78% |
$10.7K - $12.2K
|
2.48K
$452K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-72- 1.97% |
$10.8K - $12.3K
|
3.59K
$654K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-73- 0.21% |
$11K - $12.5K
|
34.8K
$6.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-74- 0.65% |
$11.1K - $12.7K
|
11.3K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-75- 2.11% |
$11.3K - $12.8K
|
3.49K
$635K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-75- 2.59% |
$11.3K - $12.8K
|
2.83K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-75- 11.98% |
$11.3K - $12.8K
|
551
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-76- 5.59% |
$11.4K - $13K
|
1.28K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-77- 0.4% |
$11.6K - $13.2K
|
19.1K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-78- 3.66% |
$11.7K - $13.4K
|
2.05K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-78- 0.5% |
$11.7K - $13.4K
|
15.4K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-79- 0.89% |
$11.9K - $13.5K
|
8.83K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-81- 2.4% |
$12.2K - $13.9K
|
3.3K
$601K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-82- 0.04% |
$12.3K - $14K
|
228K
$41.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-83- 1.07% |
$12.5K - $14.2K
|
7.65K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.22% |
$12.5K - $14.2K
|
37.3K
$6.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-85- 2.8% |
$12.8K - $14.5K
|
2.95K
$537K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-85- 2.25% |
$12.8K - $14.5K
|
3.7K
$673K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-85- 0.28% |
$12.8K - $14.5K
|
30.5K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-86- 3.27% |
$12.9K - $14.7K
|
2.54K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-89- 3.29% |
$13.4K - $15.2K
|
2.62K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-92- 4.49% |
$13.8K - $15.7K
|
1.96K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-93- 6.98% |
$14K - $15.9K
|
1.24K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-94- 3.31% |
$14.1K - $16.1K
|
2.75K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-95- 3.64% |
$14.3K - $16.3K
|
2.51K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-99- 2.51% |
$14.9K - $16.9K
|
3.85K
$701K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-100- 6.45% |
$15K - $17.1K
|
1.45K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104- 0.44% |
$15.6K - $17.8K
|
23.7K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-104- 0.09% |
$15.6K - $17.8K
|
110K
$20M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-105- 6.26% |
$15.8K - $18K
|
1.57K
$287K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-107- 0.12% |
$16.1K - $18.3K
|
92.6K
$16.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-108- 3.35% |
$16.2K - $18.5K
|
3.12K
$567K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-109- 1.13% |
$16.4K - $18.7K
|
9.57K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-109- 0.51% |
$16.4K - $18.7K
|
21.3K
$3.88M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-110- 0.2% |
$16.5K - $18.8K
|
55.1K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110- 0.36% |
$16.5K - $18.8K
|
30.3K
$5.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-112- 3.16% |
$16.8K - $19.2K
|
3.44K
$626K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-113- 4.92% |
$17K - $19.3K
|
2.18K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-113- 0.38% |
$17K - $19.3K
|
29.4K
$5.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-114- 8.65% |
$17.1K - $19.5K
|
1.2K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-114- 0.25% |
$17.1K - $19.5K
|
45.3K
$8.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-116- 0.68% |
$17.4K - $19.9K
|
16.8K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-117- 5.89% |
$17.6K - $20K
|
1.87K
$340K
|