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 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.4KNew |
$3.52M - $4.01M
|
23.4K
$4.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
23K+ 2.42% |
$3.45M - $3.93M
|
973K
$177M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
22.6KNew |
$3.39M - $3.87M
|
22.6K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
22.4K+ 17.4% |
$3.37M - $3.84M
|
151K
$27.6M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
22.4KNew |
$3.37M - $3.84M
|
22.4K
$4.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.3K+ 66.59% |
$3.35M - $3.82M
|
55.8K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
22.2KNew |
$3.34M - $3.8M
|
22.2K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21.7K+ 12.27% |
$3.25M - $3.71M
|
198K
$36.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21.5KNew |
$3.24M - $3.69M
|
21.5K
$3.93M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.4KNew |
$3.22M - $3.67M
|
21.4K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
21.1KNew |
$3.17M - $3.61M
|
21.1K
$3.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.1K+ 15.91% |
$3.16M - $3.61M
|
153K
$28M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21K+ 24.44% |
$3.15M - $3.59M
|
107K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20.9K+ 263.61% |
$3.14M - $3.58M
|
28.8K
$5.25M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20.1KNew |
$3.01M - $3.43M
|
20.1K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
20.1KNew |
$3.01M - $3.43M
|
20.1K
$3.65M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$3M - $3.42M
|
20K
$3.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.9K+ 1029.46% |
$2.99M - $3.41M
|
21.9K
$3.98M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8KNew |
$2.97M - $3.39M
|
19.8K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.8K+ 3.28% |
$2.97M - $3.38M
|
621K
$113M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.7K+ 5.65% |
$2.96M - $3.37M
|
368K
$67.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
19.4K+ 17.62% |
$2.91M - $3.32M
|
130K
$23.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.3KNew |
$2.9M - $3.3M
|
19.3K
$3.51M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.2K+ 0.24% |
$2.88M - $3.28M
|
8.17M
$1.49B
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.1KNew |
$2.87M - $3.28M
|
19.1K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
19KNew |
$2.86M - $3.26M
|
19K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.5K+ 9.41% |
$2.78M - $3.16M
|
215K
$39.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18.4KNew |
$2.76M - $3.14M
|
18.4K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
18.3K+ 7.77% |
$2.74M - $3.12M
|
253K
$46.1M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18K+ 17.58% |
$2.7M - $3.08M
|
120K
$21.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.8K+ 714.61% |
$2.67M - $3.05M
|
20.3K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
17.5KNew |
$2.63M - $3M
|
17.5K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.3K+ 97.92% |
$2.6M - $2.97M
|
35.1K
$6.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17.3K+ 670.95% |
$2.6M - $2.97M
|
19.9K
$3.63M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
17.1KNew |
$2.57M - $2.93M
|
17.1K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17.1KNew |
$2.57M - $2.93M
|
17.1K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16.5KNew |
$2.47M - $2.82M
|
16.5K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
16.4KNew |
$2.46M - $2.8M
|
16.4K
$2.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 20.22% |
$2.41M - $2.75M
|
95.5K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15.6K+ 12.32% |
$2.34M - $2.67M
|
142K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 6.69% |
$2.33M - $2.66M
|
248K
$45.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
14.9KNew |
$2.24M - $2.55M
|
14.9K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.2K+ 3.78% |
$2.13M - $2.42M
|
389K
$70.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14K+ 1.88% |
$2.1M - $2.4M
|
758K
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 6.49% |
$2.06M - $2.35M
|
225K
$41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 4.14% |
$2.04M - $2.32M
|
342K
$62.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
13.5KNew |
$2.03M - $2.32M
|
13.5K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 5.21% |
$2.01M - $2.3M
|
271K
$49.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
13.1KNew |
$1.97M - $2.24M
|
13.1K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13KNew |
$1.95M - $2.22M
|
13K
$2.37M
|