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
|
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
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-6.73K- 4.64% |
$1.01M - $1.15M
|
138K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.92K- 12.5% |
$1.04M - $1.18M
|
48.4K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-6.97K- 14.01% |
$1.05M - $1.19M
|
42.8K
$7.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.12K- 1.57% |
$1.07M - $1.22M
|
448K
$81.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.2K- 98.63% |
$1.08M - $1.23M
|
100
$18.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.33K- 1.84% |
$1.1M - $1.25M
|
392K
$71.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.33K- 12.06% |
$1.1M - $1.26M
|
53.4K
$9.74M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.38K- 25.94% |
$1.11M - $1.26M
|
21.1K
$3.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.64K- 29.44% |
$1.15M - $1.31M
|
18.3K
$3.34M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-8K- 3.63% |
$1.2M - $1.37M
|
212K
$38.7M
|
|
|
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
|