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 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
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-118- 6.27% |
$17.7K - $20.2K
|
1.77K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-118- 2.01% |
$17.7K - $20.2K
|
5.75K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-119- 4.46% |
$17.9K - $20.4K
|
2.55K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-120- 3.51% |
$18K - $20.5K
|
3.3K
$601K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-121- 0.32% |
$18.2K - $20.7K
|
37.6K
$6.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-121- 3.6% |
$18.2K - $20.7K
|
3.24K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-125- 2.93% |
$18.8K - $21.4K
|
4.14K
$754K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-126- 5.68% |
$18.9K - $21.6K
|
2.09K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-127- 3.15% |
$19.1K - $21.7K
|
3.9K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-129- 1.22% |
$19.4K - $22.1K
|
10.5K
$1.9M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-129- 1.69% |
$19.4K - $22.1K
|
7.5K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-130- 4.24% |
$19.5K - $22.3K
|
2.94K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-130- 4.73% |
$19.5K - $22.3K
|
2.62K
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-131- 0.49% |
$19.7K - $22.4K
|
26.7K
$4.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-132- 10.03% |
$19.8K - $22.6K
|
1.18K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-134- 0.39% |
$20.1K - $22.9K
|
34.3K
$6.25M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-134- 7.64% |
$20.1K - $22.9K
|
1.62K
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-135- 0.35% |
$20.3K - $23.1K
|
37.9K
$6.91M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-136- 7.82% |
$20.4K - $23.3K
|
1.6K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-139- 6.71% |
$20.9K - $23.8K
|
1.93K
$352K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-140- 4.03% |
$21K - $24K
|
3.34K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-144- 3.33% |
$21.6K - $24.6K
|
4.19K
$762K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-146- 3.27% |
$21.9K - $25K
|
4.32K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-148- 3.58% |
$22.2K - $25.3K
|
3.99K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 8.19% |
$22.5K - $25.7K
|
1.68K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-151- 1.01% |
$22.7K - $25.8K
|
14.8K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-153- 0.33% |
$23K - $26.2K
|
46.1K
$8.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-154- 0.59% |
$23.1K - $26.4K
|
25.8K
$4.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-154- 0.42% |
$23.1K - $26.4K
|
36.2K
$6.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-156- 0.04% |
$23.4K - $26.7K
|
347K
$63.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-158- 1.45% |
$23.7K - $27K
|
10.7K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-159- 10.84% |
$23.9K - $27.2K
|
1.31K
$238K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-162- 0.84% |
$24.3K - $27.7K
|
19.2K
$3.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-165- 11.95% |
$24.8K - $28.2K
|
1.22K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-166- 0.49% |
$24.9K - $28.4K
|
33.4K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-167- 4.49% |
$25.1K - $28.6K
|
3.55K
$647K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 1.25% |
$25.4K - $28.9K
|
13.4K
$2.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-170- 4.62% |
$25.5K - $29.1K
|
3.51K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-170- 0.66% |
$25.5K - $29.1K
|
25.5K
$4.64M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-170- 5.73% |
$25.5K - $29.1K
|
2.8K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-171- 0.65% |
$25.7K - $29.3K
|
26K
$4.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-172- 0.73% |
$25.8K - $29.4K
|
23.4K
$4.26M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-173- 1.24% |
$26K - $29.6K
|
13.8K
$2.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-174- 0.35% |
$26.1K - $29.8K
|
49.5K
$9.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 30.56% |
$26.4K - $30.1K
|
400
$72.9K
|