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 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.18K- 21.15% |
$177K - $202K
|
4.4K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.19K- 5.1% |
$179K - $204K
|
22.2K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.21K- 14.89% |
$181K - $206K
|
6.89K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 14.89% |
$182K - $207K
|
6.93K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.21K- 1.82% |
$182K - $208K
|
65.6K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.21K- 1.53% |
$182K - $208K
|
78.2K
$14.2M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 9.66% |
$184K - $210K
|
11.5K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.23K- 17.28% |
$184K - $210K
|
5.88K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.23K- 3.98% |
$185K - $211K
|
29.8K
$5.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.24K- 8.96% |
$186K - $212K
|
12.6K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 4.26% |
$187K - $213K
|
28K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.25K- 6.49% |
$188K - $214K
|
18K
$3.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 2.65% |
$189K - $215K
|
46.3K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 1.54% |
$191K - $218K
|
81.1K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 14.15% |
$197K - $224K
|
7.95K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.32K- 0.64% |
$199K - $226K
|
207K
$37.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.33K- 10.52% |
$200K - $228K
|
11.3K
$2.06M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.33K- 10.2% |
$200K - $228K
|
11.7K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.36K- 5.27% |
$204K - $232K
|
24.4K
$4.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.37K- 3.16% |
$206K - $234K
|
42K
$7.65M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.77% |
$206K - $235K
|
76.2K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.46K- 5.38% |
$219K - $250K
|
25.7K
$4.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.47K- 24.95% |
$221K - $252K
|
4.43K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.48K- 7.78% |
$222K - $253K
|
17.5K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 3.02% |
$224K - $256K
|
47.9K
$8.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.51K- 19.08% |
$226K - $258K
|
6.38K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 3.25% |
$234K - $267K
|
46.5K
$8.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.57K- 70.65% |
$235K - $268K
|
651
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.57K- 4.68% |
$236K - $269K
|
32K
$5.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.58K- 7.7% |
$238K - $271K
|
19K
$3.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.6K- 35.79% |
$240K - $273K
|
2.87K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.61K- 26.01% |
$241K - $275K
|
4.57K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.66K- 3.65% |
$250K - $285K
|
43.9K
$8M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.67K- 3.45% |
$251K - $286K
|
46.7K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.67K- 9.93% |
$251K - $286K
|
15.2K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.69K- 11.41% |
$253K - $288K
|
13.1K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.7K- 8.32% |
$255K - $290K
|
18.7K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.71K- 5.12% |
$257K - $293K
|
31.8K
$5.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.72K- 2.94% |
$258K - $294K
|
56.7K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.72K- 3.97% |
$258K - $294K
|
41.6K
$7.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 3.04% |
$260K - $296K
|
55.1K
$10M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.73K- 0.67% |
$260K - $297K
|
257K
$46.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.74K- 18.37% |
$261K - $297K
|
7.72K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.76K- 42.25% |
$264K - $301K
|
2.4K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.82K- 2.29% |
$273K - $311K
|
77.6K
$14.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.83K- 1.33% |
$274K - $312K
|
136K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.83K- 22.56% |
$274K - $313K
|
6.28K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 16.68% |
$280K - $319K
|
9.32K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.87K- 10.69% |
$281K - $320K
|
15.6K
$2.84M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.88K- 4.36% |
$282K - $321K
|
41.2K
$7.51M
|