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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
80+ 16.43% |
N/A
|
567
$103K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
75+ 1.73% |
N/A
|
4.41K
$802K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
74New |
N/A
|
74
$13.5K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
74+ 1.53% |
N/A
|
4.92K
$897K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
72+ 4.34% |
N/A
|
1.73K
$315K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
69+ 0.35% |
N/A
|
19.6K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
65+ 4.73% |
N/A
|
1.44K
$262K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
64+ 1.12% |
N/A
|
5.8K
$1.06M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
63+ 2.13% |
N/A
|
3.02K
$550K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62+ 0.25% |
N/A
|
25.3K
$4.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
60New |
N/A
|
60
$10.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
59New |
N/A
|
59
$10.7K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57+ 0.04% |
N/A
|
160K
$29.1M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
57+ 0.43% |
N/A
|
13.2K
$2.4M
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
52+ 0.17% |
N/A
|
30.4K
$5.55M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
50+ 0.61% |
N/A
|
8.19K
$1.49M
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50+ 25.0% |
N/A
|
250
$45.5K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
50+ 2.27% |
N/A
|
2.25K
$409K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
50+ 0.43% |
N/A
|
11.7K
$2.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
49+ 0.81% |
N/A
|
6.07K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
48+ 0.94% |
N/A
|
5.17K
$942K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
47+ 0.13% |
N/A
|
35.4K
$6.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
45+ 16.73% |
N/A
|
314
$57.2K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
45+ 3.37% |
N/A
|
1.38K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
45+ 0.48% |
N/A
|
9.4K
$1.71M
|
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
45+ 0.19% |
N/A
|
24.3K
$4.43M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
43+ 159.26% |
N/A
|
70
$12.8K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
43+ 5.19% |
N/A
|
871
$159K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
42+ 0.41% |
N/A
|
10.3K
$1.88M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 0.51% |
N/A
|
8K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 2.07% |
N/A
|
2.02K
$368K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 0.15% |
N/A
|
27.6K
$5.03M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
40+ 0.4% |
N/A
|
10K
$1.82M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
40+ 2.65% |
N/A
|
1.55K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40+ 0.21% |
N/A
|
19.3K
$3.52M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40+ 0.13% |
N/A
|
30.7K
$5.59M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.19% |
N/A
|
20.5K
$3.73M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39New |
N/A
|
39
$7.1K
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
39+ 0.15% |
N/A
|
26.9K
$4.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
38+ 0.26% |
N/A
|
14.8K
$2.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 0.87% |
N/A
|
4.41K
$803K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38+ 0.5% |
N/A
|
7.58K
$1.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
34New |
N/A
|
34
$6.19K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
32+ 0.46% |
N/A
|
6.98K
$1.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30+ 1.92% |
N/A
|
1.59K
$290K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
30+ 0.32% |
N/A
|
9.51K
$1.73M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
30+ 2.83% |
N/A
|
1.09K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
30+ 0.41% |
N/A
|
7.43K
$1.35M
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
29+ 0.41% |
N/A
|
7.19K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
28+ 0.26% |
N/A
|
10.8K
$1.96M
|