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 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.07K- 2.71% |
$461K - $525K
|
110K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-3.11K- 2.08% |
$467K - $532K
|
147K
$26.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.14K- 20.62% |
$472K - $538K
|
12.1K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.17K- 45.22% |
$476K - $542K
|
3.84K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.17K- 20.03% |
$476K - $543K
|
12.7K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.25K- 12.49% |
$488K - $557K
|
22.8K
$4.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.33K- 4.61% |
$500K - $570K
|
68.9K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.35K- 26.84% |
$503K - $574K
|
9.14K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 2.07% |
$504K - $574K
|
159K
$28.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.37K- 55.57% |
$506K - $577K
|
2.7K
$491K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.42K- 9.19% |
$513K - $585K
|
33.8K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.43K- 4.89% |
$515K - $587K
|
66.7K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.45K- 0.33% |
$519K - $591K
|
1.05M
$192M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.46K- 0.69% |
$520K - $593K
|
501K
$91.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.47K- 2.78% |
$520K - $593K
|
121K
$22.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.49K- 8.64% |
$525K - $598K
|
36.9K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-3.5K- 7.37% |
$526K - $599K
|
44K
$8.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.6K- 14.51% |
$541K - $616K
|
21.2K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.62K- 6.43% |
$543K - $619K
|
52.6K
$9.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.76K- 10.13% |
$565K - $644K
|
33.4K
$6.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 11.93% |
$572K - $652K
|
28.1K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-3.82K- 61.75% |
$573K - $653K
|
2.36K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.85K- 19.4% |
$579K - $660K
|
16K
$2.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.86K- 21.79% |
$580K - $661K
|
13.9K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.93K- 12.41% |
$590K - $672K
|
27.7K
$5.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.97K- 19.67% |
$596K - $679K
|
16.2K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4K- 2.0% |
$601K - $685K
|
196K
$35.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-4.1K- 22.68% |
$615K - $701K
|
14K
$2.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.43K- 5.1% |
$664K - $757K
|
82.4K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.43K- 73.4% |
$664K - $757K
|
1.6K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.46K- 8.49% |
$669K - $763K
|
48K
$8.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4.7K- 17.15% |
$705K - $804K
|
22.7K
$4.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.71K- 66.86% |
$707K - $806K
|
2.33K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.87K- 28.68% |
$732K - $834K
|
12.1K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.14K- 2.71% |
$772K - $880K
|
184K
$33.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.15K- 11.72% |
$774K - $882K
|
38.8K
$7.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.18K- 67.22% |
$778K - $887K
|
2.53K
$460K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-5.34K- 5.98% |
$802K - $914K
|
83.9K
$15.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-5.47K- 21.2% |
$821K - $935K
|
20.3K
$3.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.57K- 4.0% |
$837K - $954K
|
134K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.68K- 6.0% |
$853K - $972K
|
89K
$16.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-5.84K- 54.33% |
$877K - $1M
|
4.91K
$894K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-6.01K- 4.34% |
$903K - $1.03M
|
133K
$24.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.08K- 28.2% |
$914K - $1.04M
|
15.5K
$2.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.14K- 19.72% |
$921K - $1.05M
|
25K
$4.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.39K- 8.75% |
$959K - $1.09M
|
66.6K
$12.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.53K- 12.82% |
$980K - $1.12M
|
44.4K
$8.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.61K- 26.25% |
$993K - $1.13M
|
18.6K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.62K- 9.7% |
$994K - $1.13M
|
61.6K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.72K- 30.37% |
$1.01M - $1.15M
|
15.4K
$2.8M
|