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 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
586+ 44.77% |
N/A
|
1.9K
$345K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
584+ 5.21% |
N/A
|
11.8K
$2.15M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
579+ 9.81% |
N/A
|
6.48K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
578+ 17.28% |
N/A
|
3.92K
$714K
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
576+ 5.78% |
N/A
|
10.5K
$1.92M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
575+ 0.75% |
N/A
|
77.2K
$14.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
572+ 4.67% |
N/A
|
12.8K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
572+ 3.09% |
N/A
|
19.1K
$3.48M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
565+ 3.96% |
N/A
|
14.8K
$2.7M
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
564+ 1.52% |
N/A
|
37.6K
$6.84M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
559+ 7.05% |
N/A
|
8.48K
$1.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
557+ 3.62% |
N/A
|
16K
$2.91M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
552+ 2.07% |
N/A
|
27.2K
$4.95M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
547+ 2.77% |
N/A
|
20.3K
$3.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
546+ 0.6% |
N/A
|
92.3K
$16.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
546+ 1.72% |
N/A
|
32.4K
$5.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
546+ 7.0% |
N/A
|
8.35K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
543+ 2.38% |
N/A
|
23.4K
$4.26M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
543+ 2.38% |
N/A
|
23.4K
$4.26M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
539+ 0.01% |
N/A
|
4.54M
$827M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
537+ 2.68% |
N/A
|
20.6K
$3.74M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
534+ 0.98% |
N/A
|
55.3K
$10.1M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
531+ 14.83% |
N/A
|
4.11K
$749K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
527+ 29.42% |
N/A
|
2.32K
$422K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
525+ 7.68% |
N/A
|
7.36K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
512+ 5.1% |
N/A
|
10.5K
$1.92M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
507+ 19.8% |
N/A
|
3.07K
$559K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
502+ 32.66% |
N/A
|
2.04K
$371K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
501+ 33.56% |
N/A
|
1.99K
$363K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
500+ 7.84% |
N/A
|
6.88K
$1.25M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
500+ 33.99% |
N/A
|
1.97K
$359K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
490+ 0.18% |
N/A
|
275K
$50.2M
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
482+ 3.86% |
N/A
|
13K
$2.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
478+ 0.41% |
N/A
|
117K
$21.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
478+ 4.13% |
N/A
|
12K
$2.19M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
476+ 5.16% |
N/A
|
9.7K
$1.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
471+ 2.62% |
N/A
|
18.4K
$3.36M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
464+ 35.2% |
N/A
|
1.78K
$325K
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
463+ 29.79% |
N/A
|
2.02K
$367K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
463+ 3.44% |
N/A
|
13.9K
$2.54M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
463+ 3.44% |
N/A
|
13.9K
$2.54M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
462+ 5.06% |
N/A
|
9.59K
$1.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
458+ 17.1% |
N/A
|
3.14K
$571K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
455+ 12.06% |
N/A
|
4.23K
$770K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
453+ 1.14% |
N/A
|
40.2K
$7.32M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
448+ 32.16% |
N/A
|
1.84K
$335K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
447+ 2.72% |
N/A
|
16.9K
$3.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
444+ 16.72% |
N/A
|
3.1K
$565K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
442+ 0.34% |
N/A
|
131K
$23.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
435+ 0.66% |
N/A
|
66.8K
$12.2M
|