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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-37.3K- 12.87% |
$5.6M - $6.38M
|
253K
$46M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.8K- 38.37% |
$5.67M - $6.47M
|
60.7K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-38.3K- 10.92% |
$5.75M - $6.55M
|
312K
$56.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-39.6K- 45.09% |
$5.94M - $6.77M
|
48.2K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42.3K- 84.21% |
$6.35M - $7.24M
|
7.93K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.8K- 89.1% |
$6.43M - $7.33M
|
5.24K
$955K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44.7K- 4.74% |
$6.71M - $7.65M
|
898K
$164M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47K- 13.67% |
$7.06M - $8.05M
|
297K
$54.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50K- 9.0% |
$7.51M - $8.56M
|
506K
$92.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-51.2K- 86.31% |
$7.69M - $8.77M
|
8.12K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-55.3K- 50.68% |
$8.3M - $9.47M
|
53.8K
$9.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-56.3K- 60.43% |
$8.46M - $9.64M
|
36.9K
$6.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-66.2K- 11.0% |
$9.93M - $11.3M
|
535K
$97.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-80K- 70.81% |
$12M - $13.7M
|
33K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-80.1K- 48.0% |
$12M - $13.7M
|
86.8K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-105K- 64.7% |
$15.8M - $18.1M
|
57.5K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-110K- 6.56% |
$16.6M - $18.9M
|
1.57M
$286M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-173K- 99.11% |
$25.9M - $29.5M
|
1.55K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-198K- 95.86% |
$29.8M - $34M
|
8.57K
$1.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 2.55% |
$45.6M - $52M
|
11.6M
$2.12B
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-357KClosed |
$53.6M - $61.1M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-448K- 24.82% |
$67.2M - $76.6M
|
1.36M
$247M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.02M- 99.41% |
$303M - $345M
|
11.9K
$2.17M
|