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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.03K- 63.89% |
$1.21M - $1.38M
|
4.54K
$827K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.14K- 73.11% |
$1.22M - $1.39M
|
2.99K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-8.41K- 54.15% |
$1.26M - $1.44M
|
7.12K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.44K- 1.2% |
$1.27M - $1.44M
|
697K
$127M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-8.65K- 3.28% |
$1.3M - $1.48M
|
255K
$46.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.79K- 19.76% |
$1.32M - $1.5M
|
35.7K
$6.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9K- 11.87% |
$1.35M - $1.54M
|
66.9K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-9.87K- 61.38% |
$1.48M - $1.69M
|
6.21K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 2.73% |
$1.51M - $1.73M
|
359K
$65.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 8.53% |
$1.53M - $1.75M
|
109K
$19.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.5K- 51.17% |
$1.58M - $1.8M
|
10K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-10.6K- 6.07% |
$1.59M - $1.81M
|
163K
$29.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.3K- 53.63% |
$1.7M - $1.93M
|
9.77K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11.5K- 27.88% |
$1.73M - $1.97M
|
29.8K
$5.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.6K- 8.08% |
$1.74M - $1.98M
|
132K
$24M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.7K- 94.3% |
$1.76M - $2M
|
707
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-11.8K- 49.48% |
$1.78M - $2.03M
|
12.1K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-12.6K- 65.07% |
$1.89M - $2.15M
|
6.74K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-12.7K- 6.13% |
$1.91M - $2.18M
|
195K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-12.7K- 12.03% |
$1.91M - $2.18M
|
93.2K
$17M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-12.7K- 87.93% |
$1.91M - $2.18M
|
1.75K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 18.37% |
$1.93M - $2.2M
|
57.2K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.6K- 8.06% |
$2.04M - $2.32M
|
155K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.7K- 16.73% |
$2.06M - $2.34M
|
68.1K
$12.4M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-14.8K- 14.3% |
$2.23M - $2.54M
|
88.8K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.9K- 13.76% |
$2.24M - $2.56M
|
93.6K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.4K- 15.08% |
$2.31M - $2.63M
|
86.6K
$15.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.1K- 47.77% |
$2.42M - $2.76M
|
17.6K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 1.23% |
$2.45M - $2.79M
|
1.31M
$239M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-16.5K- 49.21% |
$2.48M - $2.83M
|
17K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.7K- 33.63% |
$2.51M - $2.86M
|
33K
$6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17K- 87.54% |
$2.55M - $2.91M
|
2.42K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-17.5K- 69.75% |
$2.64M - $3M
|
7.61K
$1.39M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-17.8K- 25.91% |
$2.67M - $3.04M
|
50.8K
$9.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-18.8K- 44.27% |
$2.82M - $3.22M
|
23.7K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20K- 78.66% |
$3M - $3.42M
|
5.42K
$987K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.8K- 46.75% |
$3.13M - $3.56M
|
23.7K
$4.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-22.9K- 3.45% |
$3.44M - $3.92M
|
642K
$117M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-25.5K- 54.64% |
$3.83M - $4.37M
|
21.2K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26K- 2.93% |
$3.91M - $4.46M
|
863K
$157M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-27.9K- 36.98% |
$4.2M - $4.78M
|
47.6K
$8.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
SELL
|
- |
-28.4K- 88.77% |
$4.27M - $4.86M
|
3.59K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-32.7K- 8.38% |
$4.9M - $5.59M
|
357K
$65.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32.9K- 29.48% |
$4.94M - $5.63M
|
78.7K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32.9K- 91.62% |
$4.94M - $5.63M
|
3.01K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.7K- 91.45% |
$5.06M - $5.77M
|
3.15K
$574K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-34.2K- 30.7% |
$5.14M - $5.85M
|
77.2K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-34.4K- 57.31% |
$5.17M - $5.89M
|
25.7K
$4.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-36.9K- 4.09% |
$5.54M - $6.32M
|
866K
$158M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-37.2K- 22.79% |
$5.59M - $6.37M
|
126K
$23M
|