Purchases and Sales Made in Q2 2023 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.5K- 8.77% |
$382K - $406K
|
26K
$4.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.51K- 14.09% |
$383K - $407K
|
15.3K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.53K- 3.03% |
$386K - $411K
|
80.9K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.53K- 1.13% |
$387K - $411K
|
222K
$40.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 28.0% |
$390K - $415K
|
6.57K
$1.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.64K- 44.69% |
$403K - $429K
|
3.27K
$595K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.7K- 6.83% |
$413K - $439K
|
36.8K
$6.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.74K- 7.52% |
$418K - $444K
|
33.7K
$6.13M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.74K- 11.96% |
$418K - $445K
|
20.2K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.84K- 27.78% |
$434K - $461K
|
7.38K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.88K- 1.76% |
$440K - $468K
|
161K
$29.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-2.91K- 16.45% |
$444K - $473K
|
14.8K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.92K- 7.08% |
$445K - $474K
|
38.2K
$6.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.92K- 9.19% |
$446K - $475K
|
28.9K
$5.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.93K- 5.97% |
$447K - $476K
|
46.1K
$8.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.98K- 43.7% |
$454K - $483K
|
3.83K
$698K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.99K- 4.91% |
$457K - $486K
|
58K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.05K- 11.61% |
$466K - $496K
|
23.3K
$4.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.06K- 35.77% |
$467K - $497K
|
5.5K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 19.34% |
$469K - $499K
|
12.8K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 12.49% |
$470K - $500K
|
21.6K
$3.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.09K- 9.27% |
$472K - $502K
|
30.3K
$5.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 11.23% |
$475K - $505K
|
24.6K
$4.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.17K- 3.64% |
$484K - $514K
|
83.7K
$15.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-3.18K- 1.99% |
$485K - $516K
|
156K
$28.5M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.2K- 1.37% |
$488K - $519K
|
229K
$41.8M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 5.56% |
$498K - $530K
|
55.4K
$10.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.29K- 32.77% |
$503K - $535K
|
6.76K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.31K- 11.48% |
$506K - $538K
|
25.6K
$4.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.39K- 39.32% |
$518K - $551K
|
5.23K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.39K- 8.42% |
$518K - $551K
|
36.9K
$6.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.47K- 3.07% |
$530K - $563K
|
110K
$20M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.6K- 12.78% |
$550K - $584K
|
24.6K
$4.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.62K- 8.11% |
$552K - $587K
|
41K
$7.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.64K- 6.27% |
$555K - $591K
|
54.3K
$9.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3.72K- 9.52% |
$568K - $604K
|
35.3K
$6.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.76K- 4.61% |
$574K - $610K
|
77.8K
$14.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.89K- 5.24% |
$594K - $632K
|
70.4K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.03K- 2.84% |
$615K - $654K
|
138K
$25.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.05K- 6.15% |
$619K - $658K
|
61.8K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.07K- 16.06% |
$622K - $662K
|
21.3K
$3.88M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-4.1K- 3.21% |
$626K - $666K
|
123K
$22.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.14K- 19.63% |
$632K - $672K
|
16.9K
$3.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.17K- 61.04% |
$637K - $678K
|
2.66K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.18K- 3.47% |
$638K - $678K
|
116K
$21.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-4.25K- 2.71% |
$649K - $691K
|
153K
$27.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.27K- 5.59% |
$652K - $693K
|
72.1K
$13.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.4K- 3.89% |
$673K - $715K
|
109K
$19.8M
|