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 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.72KNew |
$709K - $808K
|
4.72K
$860K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.62K+ 6.81% |
$694K - $791K
|
72.5K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 7.22% |
$694K - $791K
|
68.6K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.38K+ 18.31% |
$657K - $749K
|
28.3K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
4.35KNew |
$653K - $744K
|
4.35K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.32K+ 1.44% |
$648K - $739K
|
305K
$55.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.31K+ 12.47% |
$646K - $737K
|
38.8K
$7.07M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
4.28K+ 2.41% |
$642K - $732K
|
182K
$33.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.22K+ 3.74% |
$634K - $723K
|
117K
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.22K+ 13.36% |
$634K - $723K
|
35.8K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
4.22K+ 254.56% |
$633K - $722K
|
5.88K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.18K+ 6.61% |
$628K - $716K
|
67.4K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.16K+ 8.04% |
$624K - $712K
|
55.8K
$10.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
4.08K+ 6.6% |
$613K - $699K
|
65.9K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.08K+ 9.06% |
$612K - $697K
|
49.1K
$8.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.07KNew |
$611K - $696K
|
4.07K
$741K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.07KNew |
$610K - $696K
|
4.07K
$740K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.03K+ 36.09% |
$605K - $690K
|
15.2K
$2.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.03K+ 0.74% |
$605K - $689K
|
552K
$100M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.02K+ 10.96% |
$604K - $689K
|
40.7K
$7.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.02K+ 19.09% |
$604K - $688K
|
25.1K
$4.57M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.99KNew |
$599K - $683K
|
3.99K
$727K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.93K+ 12.02% |
$590K - $672K
|
36.6K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.92KNew |
$589K - $672K
|
3.92K
$715K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.92KNew |
$588K - $670K
|
3.92K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
3.9K+ 9.96% |
$585K - $667K
|
43K
$7.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.9KNew |
$585K - $667K
|
3.9K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.87K+ 0.91% |
$581K - $662K
|
428K
$78M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.85K+ 11.15% |
$577K - $658K
|
38.3K
$6.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.74K+ 5.64% |
$562K - $641K
|
70.1K
$12.8M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
3.73KNew |
$560K - $639K
|
3.73K
$680K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.72KNew |
$559K - $637K
|
3.72K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.7KNew |
$556K - $633K
|
3.7K
$674K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.69K+ 2.05% |
$553K - $631K
|
184K
$33.5M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.68K+ 83.5% |
$552K - $630K
|
8.09K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.67KNew |
$550K - $627K
|
3.67K
$668K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.63K+ 6.88% |
$546K - $622K
|
56.4K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.61K+ 9.55% |
$542K - $618K
|
41.4K
$7.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
3.6K+ 5.52% |
$541K - $617K
|
68.9K
$12.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.58KNew |
$537K - $613K
|
3.58K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.58K+ 7.17% |
$537K - $613K
|
53.5K
$9.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.52K+ 64.79% |
$528K - $602K
|
8.94K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.5KNew |
$526K - $599K
|
3.5K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.49KNew |
$524K - $598K
|
3.49K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.44K+ 20.63% |
$517K - $589K
|
20.1K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.44KNew |
$516K - $588K
|
3.44K
$626K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.43KNew |
$515K - $587K
|
3.43K
$624K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.43K+ 1.48% |
$515K - $587K
|
235K
$42.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$509K - $580K
|
3.39K
$617K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
3.32K+ 94.59% |
$499K - $569K
|
6.84K
$1.25M
|