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 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
|
|
|
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
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-278- 8.13% |
$41.7K - $47.6K
|
3.14K
$572K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-293- 1.81% |
$44K - $50.1K
|
15.9K
$2.89M
|
|
|
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
|