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
|
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
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-2.6K- 1.19% |
$390K - $445K
|
215K
$39.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.64K- 1.56% |
$396K - $452K
|
167K
$30.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.66K- 1.48% |
$399K - $455K
|
177K
$32.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.69K- 4.01% |
$404K - $460K
|
64.3K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.72K- 5.82% |
$408K - $465K
|
43.9K
$8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.75K- 1.08% |
$413K - $471K
|
253K
$46M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.75K- 9.55% |
$413K - $471K
|
26.1K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.8K- 29.98% |
$420K - $479K
|
6.53K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.83K- 4.62% |
$426K - $485K
|
58.5K
$10.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.84K- 4.81% |
$427K - $487K
|
56.3K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.89K- 3.77% |
$433K - $494K
|
73.7K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.9K- 7.49% |
$435K - $496K
|
35.8K
$6.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.95K- 1.21% |
$443K - $505K
|
240K
$43.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.96K- 9.79% |
$444K - $506K
|
27.3K
$4.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-3K- 1.78% |
$451K - $514K
|
166K
$30.2M
|