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 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-417- 2.03% |
$62.6K - $71.4K
|
20.1K
$3.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-422- 3.06% |
$63.4K - $72.2K
|
13.4K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-425- 12.49% |
$63.8K - $72.7K
|
2.98K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425- 3.28% |
$63.8K - $72.7K
|
12.5K
$2.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-428- 2.09% |
$64.3K - $73.3K
|
20K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-430- 0.9% |
$64.6K - $73.6K
|
47.3K
$8.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-434- 2.92% |
$65.2K - $74.3K
|
14.4K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-434- 0.52% |
$65.2K - $74.3K
|
83.1K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-436- 3.61% |
$65.5K - $74.6K
|
11.7K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-436- 5.05% |
$65.5K - $74.6K
|
8.2K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-438- 3.71% |
$65.8K - $75K
|
11.4K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-438- 5.37% |
$65.8K - $75K
|
7.72K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-444- 1.65% |
$66.7K - $76K
|
26.5K
$4.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-446- 20.36% |
$67K - $76.3K
|
1.75K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-448- 1.62% |
$67.3K - $76.7K
|
27.2K
$4.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-450- 25.7% |
$67.6K - $77K
|
1.3K
$237K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-451- 0.65% |
$67.7K - $77.2K
|
68.6K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-451- 1.47% |
$67.7K - $77.2K
|
30.2K
$5.51M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-451- 2.87% |
$67.7K - $77.2K
|
15.3K
$2.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-454- 0.54% |
$68.2K - $77.7K
|
83.9K
$15.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-456- 2.7% |
$68.5K - $78K
|
16.4K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-457- 0.79% |
$68.6K - $78.2K
|
57.1K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-459- 13.55% |
$68.9K - $78.6K
|
2.93K
$534K
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-472- 0.99% |
$70.9K - $80.8K
|
47.2K
$8.59M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-473- 4.9% |
$71K - $81K
|
9.18K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-474- 4.29% |
$71.2K - $81.1K
|
10.6K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-476- 2.07% |
$71.5K - $81.5K
|
22.5K
$4.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-478- 6.9% |
$71.8K - $81.8K
|
6.45K
$1.18M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-483- 7.15% |
$72.5K - $82.7K
|
6.27K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-486- 7.63% |
$73K - $83.2K
|
5.88K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-490- 7.09% |
$73.6K - $83.9K
|
6.42K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-497- 2.66% |
$74.6K - $85.1K
|
18.2K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-498- 4.02% |
$74.8K - $85.2K
|
11.9K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-500- 25.0% |
$75.1K - $85.6K
|
1.5K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-513- 17.95% |
$77K - $87.8K
|
2.35K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-517- 1.89% |
$77.6K - $88.5K
|
26.9K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-520- 21.55% |
$78.1K - $89K
|
1.89K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-526- 1.58% |
$79K - $90K
|
32.7K
$5.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-528- 6.3% |
$79.3K - $90.4K
|
7.85K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-534- 14.67% |
$80.2K - $91.4K
|
3.11K
$566K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-540- 20.74% |
$81.1K - $92.4K
|
2.06K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-546- 0.46% |
$82K - $93.5K
|
119K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-548- 1.04% |
$82.3K - $93.8K
|
51.9K
$9.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-558- 7.88% |
$83.8K - $95.5K
|
6.53K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-560- 1.64% |
$84.1K - $95.8K
|
33.6K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-562- 8.65% |
$84.4K - $96.2K
|
5.93K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-572- 5.17% |
$85.9K - $97.9K
|
10.5K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-575- 12.9% |
$86.3K - $98.4K
|
3.88K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-581- 0.81% |
$87.2K - $99.4K
|
71K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-582- 11.72% |
$87.4K - $99.6K
|
4.38K
$799K
|