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 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
4.52K+ 59.06% |
N/A
|
12.2K
$2.21M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.48K+ 27.87% |
N/A
|
20.5K
$3.74M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.44K+ 10.66% |
N/A
|
46.1K
$8.39M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$802K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.37K+ 3.06% |
N/A
|
147K
$26.8M
|
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.36K+ 68.75% |
N/A
|
10.7K
$1.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
4.35K+ 1.69% |
N/A
|
262K
$47.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
4.34K+ 24.71% |
N/A
|
21.9K
$3.99M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.32K+ 4.01% |
N/A
|
112K
$20.4M
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
4.3K+ 5.5% |
N/A
|
82.4K
$15M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.26K+ 66.45% |
N/A
|
10.7K
$1.94M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.26K+ 66.45% |
N/A
|
10.7K
$1.94M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.25K+ 21.79% |
N/A
|
23.7K
$4.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.17K+ 3.53% |
N/A
|
122K
$22.3M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
4.12K+ 4.4% |
N/A
|
97.9K
$17.8M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4KNew |
N/A
|
4K
$728K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.96K+ 8.87% |
N/A
|
48.5K
$8.84M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.93KNew |
N/A
|
3.93K
$716K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.82K+ 10.97% |
N/A
|
38.7K
$7.05M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.8K+ 11.23% |
N/A
|
37.6K
$6.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.79K+ 505.87% |
N/A
|
4.54K
$828K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.78K+ 8.57% |
N/A
|
47.8K
$8.71M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.71K+ 39.94% |
N/A
|
13K
$2.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
3.69K+ 4.57% |
N/A
|
84.5K
$15.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.62K+ 9.05% |
N/A
|
43.6K
$7.94M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$656K
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 5.21% |
N/A
|
71.5K
$13M
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.51K+ 74.52% |
N/A
|
8.21K
$1.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 6.6% |
N/A
|
56.3K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.44K+ 4.03% |
N/A
|
88.9K
$16.2M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.44K+ 4.16% |
N/A
|
86.1K
$15.7M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.42K+ 21.45% |
N/A
|
19.4K
$3.53M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.4K+ 10.22% |
N/A
|
36.7K
$6.68M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.38K+ 1.54% |
N/A
|
223K
$40.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.38K+ 4.09% |
N/A
|
85.9K
$15.6M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
3.34K+ 26.25% |
N/A
|
16.1K
$2.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.31K+ 15.62% |
N/A
|
24.5K
$4.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
3.28K+ 27.28% |
N/A
|
15.3K
$2.78M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.25K+ 13.17% |
N/A
|
27.9K
$5.08M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.23K+ 17.23% |
N/A
|
22K
$4M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.22K+ 12.14% |
N/A
|
29.7K
$5.41M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.2K+ 22.54% |
N/A
|
17.4K
$3.17M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.15K+ 3.25% |
N/A
|
99.8K
$18.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$572K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.11K+ 14.7% |
N/A
|
24.3K
$4.43M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.1K+ 10.29% |
N/A
|
33.3K
$6.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.09K+ 2.01% |
N/A
|
157K
$28.6M
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.07KNew |
N/A
|
3.07K
$558K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.04K+ 11.83% |
N/A
|
28.7K
$5.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.01K+ 8.33% |
N/A
|
39.1K
$7.12M
|