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 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
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-388- 7.07% |
$58.3K - $66.4K
|
5.1K
$929K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-397- 3.26% |
$59.6K - $68K
|
11.8K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-397- 23.55% |
$59.6K - $68K
|
1.29K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-399- 4.52% |
$59.9K - $68.3K
|
8.43K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-408- 1.43% |
$61.3K - $69.8K
|
28.1K
$5.13M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-408- 10.74% |
$61.3K - $69.8K
|
3.39K
$618K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-415- 1.66% |
$62.3K - $71K
|
24.6K
$4.49M
|
|
|
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
|