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 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-815- 10.78% |
$122K - $139K
|
6.75K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-822- 9.97% |
$123K - $141K
|
7.42K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-830- 38.06% |
$125K - $142K
|
1.35K
$246K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-837- 30.69% |
$126K - $143K
|
1.89K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-855- 0.33% |
$128K - $146K
|
260K
$47.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-864- 18.57% |
$130K - $148K
|
3.79K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-876- 7.28% |
$132K - $150K
|
11.2K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-885- 21.94% |
$133K - $151K
|
3.15K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-895- 11.57% |
$134K - $153K
|
6.84K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-900- 20.09% |
$135K - $154K
|
3.58K
$652K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-901- 20.9% |
$135K - $154K
|
3.41K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-905- 20.48% |
$136K - $155K
|
3.51K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-911- 4.68% |
$137K - $156K
|
18.5K
$3.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-924- 5.67% |
$139K - $158K
|
15.4K
$2.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-927- 18.65% |
$139K - $159K
|
4.04K
$737K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-936- 20.9% |
$141K - $160K
|
3.54K
$645K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-936- 0.7% |
$141K - $160K
|
132K
$24M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-939- 11.04% |
$141K - $161K
|
7.57K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-944- 32.46% |
$142K - $162K
|
1.96K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-945- 7.39% |
$142K - $162K
|
11.8K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-948- 4.67% |
$142K - $162K
|
19.3K
$3.52M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-949- 10.18% |
$143K - $162K
|
8.38K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-952- 1.11% |
$143K - $163K
|
85.2K
$15.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-973- 0.96% |
$146K - $167K
|
100K
$18.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-987- 16.36% |
$148K - $169K
|
5.05K
$919K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-989- 44.03% |
$149K - $169K
|
1.26K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-998- 1.21% |
$150K - $171K
|
81.8K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1K- 0.86% |
$150K - $171K
|
115K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.01K- 0.49% |
$151K - $172K
|
204K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.01K- 13.83% |
$152K - $173K
|
6.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.01K- 90.92% |
$152K - $173K
|
101
$18.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.02K- 4.2% |
$153K - $174K
|
23.2K
$4.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.02K- 20.0% |
$153K - $174K
|
4.07K
$741K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.03K- 2.27% |
$154K - $176K
|
44.3K
$8.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.03K- 21.89% |
$155K - $176K
|
3.68K
$670K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.03K- 12.91% |
$155K - $177K
|
6.96K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.04K- 46.56% |
$156K - $177K
|
1.19K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.05K- 1.08% |
$158K - $180K
|
96.3K
$17.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.05K- 1.08% |
$158K - $180K
|
96.6K
$17.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.07K- 1.78% |
$161K - $183K
|
59K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.07K- 1.78% |
$161K - $183K
|
59K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.07K- 0.95% |
$161K - $183K
|
112K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.84% |
$161K - $184K
|
57.3K
$10.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.08K- 1.45% |
$162K - $185K
|
73.7K
$13.4M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.09K- 1.89% |
$164K - $187K
|
56.9K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.12K- 86.77% |
$167K - $191K
|
170
$31K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 17.75% |
$169K - $192K
|
5.2K
$948K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-1.13K- 6.2% |
$170K - $193K
|
17.1K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.13K- 4.99% |
$170K - $193K
|
21.5K
$3.92M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 11.86% |
$170K - $193K
|
8.4K
$1.53M
|