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 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-176- 8.6% |
$26.4K - $30.1K
|
1.87K
$341K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-176- 10.71% |
$26.4K - $30.1K
|
1.47K
$267K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-178- 7.94% |
$26.7K - $30.5K
|
2.06K
$376K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-179- 1.3% |
$26.9K - $30.6K
|
13.6K
$2.48M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 10.53% |
$27K - $30.8K
|
1.53K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-181- 9.0% |
$27.2K - $31K
|
1.83K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-182- 5.93% |
$27.3K - $31.2K
|
2.89K
$526K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 0.54% |
$27.5K - $31.3K
|
33.9K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-183- 4.56% |
$27.5K - $31.3K
|
3.83K
$697K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-187- 2.06% |
$28.1K - $32K
|
8.9K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-187- 1.72% |
$28.1K - $32K
|
10.7K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-187- 3.4% |
$28.1K - $32K
|
5.31K
$968K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-188- 94.0% |
$28.2K - $32.2K
|
12
$2.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-188- 0.41% |
$28.2K - $32.2K
|
45.9K
$8.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-188- 0.07% |
$28.2K - $32.2K
|
253K
$46M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-193- 10.32% |
$29K - $33K
|
1.68K
$306K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-195- 13.13% |
$29.3K - $33.4K
|
1.29K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-195- 6.11% |
$29.3K - $33.4K
|
3K
$546K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-199- 34.61% |
$29.9K - $34.1K
|
376
$68.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-200- 7.57% |
$30K - $34.2K
|
2.44K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-200- 2.6% |
$30K - $34.2K
|
7.5K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 4.11% |
$30K - $34.2K
|
4.67K
$850K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 17.86% |
$30K - $34.2K
|
920
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-201- 0.89% |
$30.2K - $34.4K
|
22.3K
$4.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-202- 7.42% |
$30.3K - $34.6K
|
2.52K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 0.52% |
$30.5K - $34.7K
|
38.7K
$7.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-204- 7.45% |
$30.6K - $34.9K
|
2.54K
$462K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-205- 0.33% |
$30.8K - $35.1K
|
61.4K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-210- 1.61% |
$31.5K - $35.9K
|
12.8K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-212- 13.79% |
$31.8K - $36.3K
|
1.33K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-214- 5.42% |
$32.1K - $36.6K
|
3.74K
$681K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-216- 2.81% |
$32.4K - $37K
|
7.46K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-217- 3.67% |
$32.6K - $37.1K
|
5.69K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-219- 25.76% |
$32.9K - $37.5K
|
631
$115K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-223- 8.64% |
$33.5K - $38.2K
|
2.36K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-224- 0.96% |
$33.6K - $38.3K
|
23.1K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-225- 6.24% |
$33.8K - $38.5K
|
3.38K
$615K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-226- 0.43% |
$33.9K - $38.7K
|
52.3K
$9.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-226- 5.13% |
$33.9K - $38.7K
|
4.18K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-227- 6.29% |
$34.1K - $38.9K
|
3.38K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-230- 2.12% |
$34.5K - $39.4K
|
10.6K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-231- 2.15% |
$34.7K - $39.5K
|
10.5K
$1.91M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-232- 2.66% |
$34.8K - $39.7K
|
8.49K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-235- 7.24% |
$35.3K - $40.2K
|
3.01K
$549K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-240- 2.23% |
$36K - $41.1K
|
10.5K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-240- 3.67% |
$36K - $41.1K
|
6.29K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-248- 1.23% |
$37.2K - $42.4K
|
20K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-249- 1.48% |
$37.4K - $42.6K
|
16.5K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-250- 5.43% |
$37.5K - $42.8K
|
4.36K
$794K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-252- 1.64% |
$37.8K - $43.1K
|
15.1K
$2.75M
|