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 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
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-592- 0.29% |
$88.9K - $101K
|
202K
$36.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-597- 1.05% |
$89.6K - $102K
|
56.4K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-599- 7.54% |
$89.9K - $103K
|
7.35K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-599- 16.73% |
$89.9K - $103K
|
2.98K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-601- 4.89% |
$90.2K - $103K
|
11.7K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-605- 71.18% |
$90.8K - $104K
|
245
$44.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-609- 1.71% |
$91.4K - $104K
|
35.1K
$6.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-615- 1.23% |
$92.3K - $105K
|
49.5K
$9.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-635- 18.4% |
$95.4K - $109K
|
2.82K
$513K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-652- 8.34% |
$97.9K - $112K
|
7.16K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-653- 0.65% |
$98.1K - $112K
|
100K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-654- 4.78% |
$98.2K - $112K
|
13K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-659- 31.82% |
$99K - $113K
|
1.41K
$257K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-660- 9.74% |
$99.1K - $113K
|
6.12K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-672- 7.25% |
$101K - $115K
|
8.6K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-676- 4.17% |
$102K - $116K
|
15.5K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-684- 35.48% |
$103K - $117K
|
1.24K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-687- 7.14% |
$103K - $118K
|
8.94K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-688- 5.83% |
$103K - $118K
|
11.1K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-694- 50.18% |
$104K - $119K
|
689
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-700- 1.45% |
$105K - $120K
|
47.6K
$8.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-700- 7.67% |
$105K - $120K
|
8.43K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-704- 4.25% |
$106K - $120K
|
15.8K
$2.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-705- 3.21% |
$106K - $121K
|
21.3K
$3.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-713- 8.61% |
$107K - $122K
|
7.57K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-714- 7.46% |
$107K - $122K
|
8.85K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-718- 3.38% |
$108K - $123K
|
20.5K
$3.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-723- 17.66% |
$109K - $124K
|
3.37K
$614K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-730- 16.98% |
$110K - $125K
|
3.57K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-746- 5.41% |
$112K - $128K
|
13K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-748- 2.77% |
$112K - $128K
|
26.3K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-750- 7.06% |
$113K - $128K
|
9.87K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-751- 4.89% |
$113K - $129K
|
14.6K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-756- 0.93% |
$114K - $129K
|
80.9K
$14.7M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-760- 2.56% |
$114K - $130K
|
28.9K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-773- 4.1% |
$116K - $132K
|
18.1K
$3.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-776- 2.34% |
$117K - $133K
|
32.4K
$5.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-780- 4.78% |
$117K - $134K
|
15.5K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-783- 2.03% |
$118K - $134K
|
37.8K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-784- 17.04% |
$118K - $134K
|
3.82K
$695K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-786- 31.69% |
$118K - $135K
|
1.69K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-790- 7.64% |
$119K - $135K
|
9.55K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-801- 18.54% |
$120K - $137K
|
3.52K
$641K
|