Purchases and Sales Made in Q1 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
804+ 0.24% |
N/A
|
340K
$62M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
800+ 23.8% |
N/A
|
4.16K
$758K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
800+ 26.52% |
N/A
|
3.82K
$695K
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
798+ 1.78% |
N/A
|
45.7K
$8.32M
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
783+ 21.71% |
N/A
|
4.39K
$800K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
769+ 7.67% |
N/A
|
10.8K
$1.97M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
760+ 24.95% |
N/A
|
3.81K
$693K
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
760+ 3.63% |
N/A
|
21.7K
$3.95M
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
755+ 3.25% |
N/A
|
24K
$4.36M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
752+ 36.79% |
N/A
|
2.8K
$509K
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
750+ 10.3% |
N/A
|
8.03K
$1.46M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 5.29% |
N/A
|
14.8K
$2.7M
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
744+ 3.91% |
N/A
|
19.8K
$3.61M
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
738+ 10.71% |
N/A
|
7.63K
$1.39M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
737+ 3.23% |
N/A
|
23.6K
$4.3M
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
727+ 60.28% |
N/A
|
1.93K
$352K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
726+ 3.68% |
N/A
|
20.5K
$3.73M
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
720+ 16.86% |
N/A
|
4.99K
$909K
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
712+ 44.44% |
N/A
|
2.31K
$421K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
711+ 33.22% |
N/A
|
2.85K
$519K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
710+ 5.81% |
N/A
|
12.9K
$2.35M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
707+ 3.58% |
N/A
|
20.5K
$3.73M
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
707+ 12.03% |
N/A
|
6.59K
$1.2M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
706+ 2.23% |
N/A
|
32.4K
$5.9M
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
704+ 40.27% |
N/A
|
2.45K
$447K
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
703+ 1.05% |
N/A
|
68K
$12.4M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
699+ 9.42% |
N/A
|
8.12K
$1.48M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
684+ 4.21% |
N/A
|
16.9K
$3.09M
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
680+ 10.18% |
N/A
|
7.36K
$1.34M
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
669+ 4.36% |
N/A
|
16K
$2.92M
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
641+ 4.52% |
N/A
|
14.8K
$2.7M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
635+ 0.26% |
N/A
|
242K
$44.1M
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
632+ 25.45% |
N/A
|
3.12K
$567K
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
626+ 6.33% |
N/A
|
10.5K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
626+ 6.68% |
N/A
|
10K
$1.82M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
624+ 4.39% |
N/A
|
14.8K
$2.7M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
615+ 5.26% |
N/A
|
12.3K
$2.24M
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
615+ 10.88% |
N/A
|
6.27K
$1.14M
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
612+ 18.51% |
N/A
|
3.92K
$714K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
612+ 6.51% |
N/A
|
10K
$1.82M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
612+ 2.27% |
N/A
|
27.6K
$5.03M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
610+ 16.95% |
N/A
|
4.21K
$766K
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
606+ 2.69% |
N/A
|
23.1K
$4.22M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
601New |
N/A
|
601
$109K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
601+ 7.5% |
N/A
|
8.62K
$1.57M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
600+ 315.79% |
N/A
|
790
$144K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
597+ 1.28% |
N/A
|
47.1K
$8.58M
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
595+ 18.25% |
N/A
|
3.86K
$702K
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
590+ 2.85% |
N/A
|
21.3K
$3.88M
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
589+ 3.88% |
N/A
|
15.8K
$2.87M
|