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 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
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.91K- 2.65% |
$286K - $326K
|
70K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.91K- 3.11% |
$287K - $327K
|
59.4K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-1.91K- 18.25% |
$287K - $327K
|
8.57K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.93K- 37.66% |
$290K - $331K
|
3.2K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.94K- 11.05% |
$291K - $331K
|
15.6K
$2.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.94K- 6.17% |
$291K - $331K
|
29.4K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.98K- 12.01% |
$297K - $339K
|
14.5K
$2.64M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2K- 11.27% |
$301K - $343K
|
15.8K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.01K- 7.17% |
$301K - $343K
|
26K
$4.73M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.04K- 32.73% |
$306K - $348K
|
4.18K
$762K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.04K- 27.12% |
$306K - $349K
|
5.49K
$999K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.06K- 3.45% |
$310K - $353K
|
57.7K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.14K- 16.8% |
$321K - $366K
|
10.6K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.15K- 4.18% |
$323K - $368K
|
49.2K
$8.96M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.19K- 67.36% |
$329K - $375K
|
1.06K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.23K- 3.31% |
$335K - $381K
|
65.1K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.23K- 51.07% |
$335K - $382K
|
2.14K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.25K- 96.73% |
$338K - $385K
|
76
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.3K- 58.2% |
$345K - $393K
|
1.65K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-2.33K- 2.22% |
$350K - $399K
|
103K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.34K- 3.17% |
$351K - $400K
|
71.3K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.37K- 3.58% |
$355K - $405K
|
63.7K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.37K- 22.99% |
$356K - $406K
|
7.94K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.37K- 46.71% |
$356K - $406K
|
2.71K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.38K- 5.65% |
$358K - $408K
|
39.8K
$7.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.44K- 31.03% |
$366K - $417K
|
5.42K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.45K- 1.07% |
$368K - $420K
|
228K
$41.5M
|