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 |
---|---|---|---|---|---|---|---|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.78K+ 6.79% |
N/A
|
138K
$25.2M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.74K+ 39.02% |
N/A
|
31.1K
$5.67M
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.56K+ 26.31% |
N/A
|
41.1K
$7.48M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
8.18K+ 100.05% |
N/A
|
16.3K
$2.98M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.02KNew |
N/A
|
8.02K
$1.46M
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.94K+ 8.23% |
N/A
|
104K
$19M
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.58K+ 8.08% |
N/A
|
101K
$18.5M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.43K+ 12.99% |
N/A
|
64.6K
$11.8M
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
7.43K+ 74.65% |
N/A
|
17.4K
$3.17M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.43K+ 88.2% |
N/A
|
15.8K
$2.89M
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.38K+ 5.21% |
N/A
|
149K
$27.2M
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.31KNew |
N/A
|
7.31K
$1.33M
|
|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
7.27K+ 5.93% |
N/A
|
130K
$23.7M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.22K+ 3.72% |
N/A
|
201K
$36.7M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.21K+ 15.71% |
N/A
|
53.1K
$9.68M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.01K+ 3.84% |
N/A
|
190K
$34.6M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
6.81KNew |
N/A
|
6.81K
$1.24M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.8K+ 7.61% |
N/A
|
96.1K
$17.5M
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6.76K+ 14.14% |
N/A
|
54.5K
$9.94M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.67K+ 24.05% |
N/A
|
34.4K
$6.27M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.57K+ 10.83% |
N/A
|
67.2K
$12.2M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
6.52KNew |
N/A
|
6.52K
$1.19M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.49K+ 5.51% |
N/A
|
124K
$22.7M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.48K+ 0.55% |
N/A
|
1.18M
$215M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.44K+ 1.24% |
N/A
|
526K
$95.9M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.38K+ 20.11% |
N/A
|
38.1K
$6.95M
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.35K+ 13.69% |
N/A
|
52.7K
$9.61M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
6.34K+ 0.92% |
N/A
|
695K
$127M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.19K+ 1.27% |
N/A
|
493K
$89.8M
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.14K+ 102.42% |
N/A
|
12.1K
$2.21M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.93K+ 36.93% |
N/A
|
22K
$4M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
5.7K+ 1.12% |
N/A
|
516K
$94M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.49K+ 12.41% |
N/A
|
49.7K
$9.05M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
5.44KNew |
N/A
|
5.44K
$991K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.41K+ 2.11% |
N/A
|
262K
$47.8M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.39K+ 16.1% |
N/A
|
38.9K
$7.08M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.25K+ 94.02% |
N/A
|
10.8K
$1.97M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.25K+ 8.78% |
N/A
|
65K
$11.8M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.16K+ 63.18% |
N/A
|
13.3K
$2.43M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.14K+ 7.39% |
N/A
|
74.7K
$13.6M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
5.13K+ 16.23% |
N/A
|
36.7K
$6.69M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 7.08% |
N/A
|
77.6K
$14.1M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.79K+ 0.9% |
N/A
|
539K
$98.2M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.73K+ 37.63% |
N/A
|
17.3K
$3.15M
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.72K+ 24.52% |
N/A
|
24K
$4.36M
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.59K+ 2285.07% |
N/A
|
4.79K
$873K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.58K+ 165.81% |
N/A
|
7.35K
$1.34M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.57K+ 305.61% |
N/A
|
6.07K
$1.11M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$828K
|