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
|
Calamos Wealth Management LLC
|
SELL
|
- |
-255- 9.8% |
$38.3K - $43.6K
|
2.35K
$428K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-258- 11.65% |
$38.7K - $44.2K
|
1.96K
$356K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-258- 8.54% |
$38.7K - $44.2K
|
2.76K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-260- 1.29% |
$39K - $44.5K
|
19.9K
$3.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-263- 1.12% |
$39.5K - $45K
|
23.2K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-263- 2.39% |
$39.5K - $45K
|
10.8K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-266- 3.88% |
$39.9K - $45.5K
|
6.59K
$1.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-267- 0.78% |
$40.1K - $45.7K
|
33.8K
$6.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-268- 2.17% |
$40.2K - $45.9K
|
12.1K
$2.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-276- 18.4% |
$41.4K - $47.2K
|
1.22K
$223K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-276- 1.31% |
$41.4K - $47.2K
|
20.7K
$3.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-280- 1.64% |
$42K - $47.9K
|
16.8K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-280- 4.84% |
$42K - $47.9K
|
5.51K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-280- 1.24% |
$42K - $47.9K
|
22.3K
$4.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-289- 0.99% |
$43.4K - $49.5K
|
29K
$5.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-290- 14.29% |
$43.5K - $49.6K
|
1.74K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-291- 1.52% |
$43.7K - $49.8K
|
18.8K
$3.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-294- 5.06% |
$44.1K - $50.3K
|
5.52K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-295- 1.84% |
$44.3K - $50.5K
|
15.7K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 4.81% |
$45K - $51.3K
|
5.93K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.19% |
$45K - $51.3K
|
24.9K
$4.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-303- 4.15% |
$45.5K - $51.9K
|
7K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-303- 16.4% |
$45.5K - $51.9K
|
1.54K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-304- 12.11% |
$45.6K - $52K
|
2.21K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-305- 5.57% |
$45.8K - $52.2K
|
5.17K
$941K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-310- 0.72% |
$46.5K - $53.1K
|
42.7K
$7.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-310- 6.87% |
$46.5K - $53.1K
|
4.2K
$766K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-311- 0.48% |
$46.7K - $53.2K
|
65.1K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-311- 4.78% |
$46.7K - $53.2K
|
6.2K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-316- 13.52% |
$47.5K - $54.1K
|
2.02K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-321- 8.19% |
$48.2K - $54.9K
|
3.6K
$656K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-322- 4.43% |
$48.4K - $55.1K
|
6.94K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-324- 10.25% |
$48.7K - $55.5K
|
2.84K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-330- 1.54% |
$49.6K - $56.5K
|
21.1K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-334- 13.62% |
$50.2K - $57.2K
|
2.12K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-341- 6.34% |
$51.2K - $58.4K
|
5.04K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-345- 1.07% |
$51.8K - $59.1K
|
31.8K
$5.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-349- 12.91% |
$52.4K - $59.7K
|
2.35K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-350- 17.69% |
$52.6K - $59.9K
|
1.63K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-351- 3.1% |
$52.7K - $60.1K
|
11K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-353- 0.23% |
$53K - $60.4K
|
156K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-360- 1.25% |
$54.1K - $61.6K
|
28.3K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-365- 6.06% |
$54.8K - $62.5K
|
5.66K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-369- 1.13% |
$55.4K - $63.2K
|
32.2K
$5.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-373- 3.14% |
$56K - $63.8K
|
11.5K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-378- 1.4% |
$56.8K - $64.7K
|
26.7K
$4.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-379- 5.6% |
$56.9K - $64.9K
|
6.39K
$1.16M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-381- 9.46% |
$57.2K - $65.2K
|
3.65K
$664K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-387- 2.25% |
$58.1K - $66.2K
|
16.8K
$3.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-388- 3.19% |
$58.3K - $66.4K
|
11.8K
$2.14M
|