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 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
26+ 0.76% |
N/A
|
3.46K
$631K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26+ 0.08% |
N/A
|
32K
$5.83M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.23% |
N/A
|
11.2K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
Mercer Investments LLC
|
BUY
|
- |
24+ 0.02% |
N/A
|
98.5K
$17.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
23+ 0.2% |
N/A
|
11.6K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.25% |
N/A
|
9.2K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22+ 0.35% |
N/A
|
6.35K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
20+ 0.19% |
N/A
|
10.8K
$1.96M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 0.79% |
N/A
|
2.44K
$444K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
19+ 0.06% |
N/A
|
32.4K
$5.91M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
18+ 1.25% |
N/A
|
1.46K
$266K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
18+ 0.08% |
N/A
|
23K
$4.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
18+ 0.28% |
N/A
|
6.48K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.41% |
N/A
|
4.15K
$755K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.24% |
N/A
|
6.97K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16+ 0.33% |
N/A
|
4.86K
$886K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
16+ 0.24% |
N/A
|
6.57K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
16+ 0.51% |
N/A
|
3.13K
$570K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
15+ 0.33% |
N/A
|
4.56K
$830K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.12% |
N/A
|
12.2K
$2.22M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
14+ 0.43% |
N/A
|
3.28K
$598K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
14+ 2.88% |
N/A
|
500
$91.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14+ 0.35% |
N/A
|
4K
$729K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
N/A
|
3.93K
$716K
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
13+ 0.43% |
N/A
|
3.02K
$551K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13+ 0.03% |
N/A
|
41.8K
$7.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
N/A
|
2.84K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13+ 0.33% |
N/A
|
3.93K
$716K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.23% |
N/A
|
5.57K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.26% |
N/A
|
4.63K
$844K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12+ 0.82% |
N/A
|
1.48K
$269K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
12+ 2.73% |
N/A
|
452
$82.3K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12+ 0.63% |
N/A
|
1.92K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.14% |
N/A
|
7.61K
$1.39M
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
11+ 0.22% |
N/A
|
4.94K
$899K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.04% |
N/A
|
31.3K
$5.69M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.51% |
N/A
|
2.15K
$392K
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10+ 0.61% |
N/A
|
1.65K
$301K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.48% |
N/A
|
2.09K
$381K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10+ 0.42% |
N/A
|
2.41K
$439K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.41% |
N/A
|
2.22K
$405K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
9+ 0.46% |
N/A
|
1.97K
$359K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
9+ 0.46% |
N/A
|
1.98K
$361K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
7New |
N/A
|
7
$1.28K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.08% |
N/A
|
8.36K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7+ 0.14% |
N/A
|
5.13K
$934K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.02% |
N/A
|
31.9K
$5.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
6+ 0.42% |
N/A
|
1.44K
$262K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
6+ 0.65% |
N/A
|
929
$169K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.32% |
N/A
|
1.9K
$346K
|