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 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.73K
$497K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.01% |
N/A
|
11.7K
$2.13M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
N/A
|
6.1K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.01% |
N/A
|
10.5K
$1.92M
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
N/A
|
505
$92K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.02% |
N/A
|
5.99K
$1.09M
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1- 0.03% |
N/A
|
3.33K
$606K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1- 0.04% |
N/A
|
2.71K
$493K
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- -0.0% |
N/A
|
55.4K
$10.1M
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
N/A
|
4.88K
$889K
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.13% |
N/A
|
3.82K
$696K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-5- 0.09% |
N/A
|
5.7K
$1.04M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.22% |
N/A
|
2.71K
$493K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6- 0.01% |
N/A
|
111K
$20.1M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6- 0.15% |
N/A
|
3.97K
$723K
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-6- 0.35% |
N/A
|
1.73K
$315K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-8- 0.48% |
N/A
|
1.65K
$300K
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-9- 0.34% |
N/A
|
2.65K
$482K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.48% |
N/A
|
1.88K
$342K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 33.33% |
N/A
|
20
$3.64K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.34% |
N/A
|
2.91K
$529K
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.29% |
N/A
|
3.46K
$630K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-10- 0.54% |
N/A
|
1.86K
$338K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 0.28% |
N/A
|
3.93K
$715K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.54% |
N/A
|
2.02K
$368K
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-13- 0.44% |
N/A
|
2.95K
$538K
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-13- 0.08% |
N/A
|
15.4K
$2.8M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-14- 0.03% |
N/A
|
41.9K
$7.62M
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-14- 0.19% |
N/A
|
7.31K
$1.33M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-14- 0.64% |
N/A
|
2.17K
$395K
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-14- 0.57% |
N/A
|
2.45K
$445K
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-15- 0.29% |
N/A
|
5.22K
$950K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-16- 0.66% |
N/A
|
2.42K
$441K
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-17- 0.58% |
N/A
|
2.89K
$527K
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-17- 1.27% |
N/A
|
1.32K
$241K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17- 0.33% |
N/A
|
5.07K
$924K
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-17- 0.18% |
N/A
|
9.17K
$1.67M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.04% |
N/A
|
48.7K
$8.87M
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.31% |
N/A
|
6.03K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-20- 0.42% |
N/A
|
4.7K
$855K
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-21- 0.48% |
N/A
|
4.38K
$798K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-21- 0.22% |
N/A
|
9.43K
$1.72M
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-21- 0.21% |
N/A
|
9.84K
$1.79M
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-23- 0.38% |
N/A
|
6.08K
$1.11M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 0.69% |
N/A
|
3.29K
$600K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 2.23% |
N/A
|
1.05K
$192K
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-25- 0.06% |
N/A
|
41.5K
$7.56M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 1.15% |
N/A
|
2.14K
$390K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-26- 0.2% |
N/A
|
12.8K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-26- 0.76% |
N/A
|
3.38K
$616K
|