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 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-950- 0.85% |
N/A
|
110K
$20.1M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-952- 0.56% |
N/A
|
168K
$30.6M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-963- 16.54% |
N/A
|
4.86K
$885K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-977- 2.47% |
N/A
|
38.6K
$7.02M
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-989- 0.21% |
N/A
|
476K
$86.8M
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1K- 10.81% |
N/A
|
8.25K
$1.5M
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1K- 30.15% |
N/A
|
2.32K
$422K
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1K- 2.07% |
N/A
|
47.2K
$8.6M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.01K- 25.71% |
N/A
|
2.91K
$530K
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.01K- 3.27% |
N/A
|
29.8K
$5.43M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.01K- 2.37% |
N/A
|
41.7K
$7.59M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 3.89% |
N/A
|
25.2K
$4.6M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.03K- 7.32% |
N/A
|
13K
$2.37M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.03K- 0.78% |
N/A
|
131K
$23.8M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.06K- 5.44% |
N/A
|
18.4K
$3.36M
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.06K- 23.63% |
N/A
|
3.44K
$626K
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-1.07K- 12.11% |
N/A
|
7.75K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.07K- 1.61% |
N/A
|
65.5K
$11.9M
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.08K- 1.76% |
N/A
|
60.3K
$11M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.09K- 0.09% |
N/A
|
1.18M
$215M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 1.99% |
N/A
|
53.8K
$9.8M
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.11K- 18.79% |
N/A
|
4.78K
$870K
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.12K- 1.37% |
N/A
|
80.3K
$14.6M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.12K- 6.2% |
N/A
|
16.9K
$3.09M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.13K- 18.85% |
N/A
|
4.86K
$885K
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.14K- 6.35% |
N/A
|
16.8K
$3.06M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.15K- 17.63% |
N/A
|
5.35K
$974K
|
|
May 05, 2022
Q1 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.17K- 8.16% |
N/A
|
13.2K
$2.4M
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.17K- 12.83% |
N/A
|
7.96K
$1.45M
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.17K- 8.7% |
N/A
|
12.3K
$2.24M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.18K- 2.11% |
N/A
|
54.5K
$9.93M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.19K- 23.67% |
N/A
|
3.83K
$698K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.19K- 10.85% |
N/A
|
9.77K
$1.78M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.2K- 8.06% |
N/A
|
13.6K
$2.49M
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.2K- 0.86% |
N/A
|
139K
$25.3M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|