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
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 1.91% |
N/A
|
111K
$20.2M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.06KNew |
N/A
|
2.06K
$376K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.06K+ 7.69% |
N/A
|
28.8K
$5.25M
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.05K+ 4.87% |
N/A
|
44.2K
$8.05M
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2.05K+ 9.47% |
N/A
|
23.6K
$4.31M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.04K+ 16.57% |
N/A
|
14.3K
$2.61M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.03K+ 14.93% |
N/A
|
15.6K
$2.84M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03K+ 4.23% |
N/A
|
49.9K
$9.08M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.02K+ 124.08% |
N/A
|
3.64K
$663K
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$364K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.97K+ 6.12% |
N/A
|
34.1K
$6.21M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$354K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.94K+ 26.02% |
N/A
|
9.4K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.92K+ 164.3% |
N/A
|
3.1K
$564K
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$347K
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$346K
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.9K+ 4.24% |
N/A
|
46.8K
$8.52M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.88K+ 73.29% |
N/A
|
4.45K
$810K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.83K+ 11.67% |
N/A
|
17.5K
$3.18M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.81K+ 3.12% |
N/A
|
59.9K
$10.9M
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
1.81K+ 94.67% |
N/A
|
3.72K
$678K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.78K+ 1.2% |
N/A
|
150K
$27.3M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$325K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 4.1% |
N/A
|
44.9K
$8.19M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 0.6% |
N/A
|
295K
$53.7M
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.75K+ 17.7% |
N/A
|
11.6K
$2.12M
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.74K+ 82.54% |
N/A
|
3.86K
$703K
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.74K+ 12.14% |
N/A
|
16.1K
$2.93M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
1.67K+ 4.65% |
N/A
|
37.7K
$6.86M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.67K+ 78.22% |
N/A
|
3.81K
$693K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.66K+ 1.81% |
N/A
|
93.1K
$17M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$299K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 3.36% |
N/A
|
50.2K
$9.14M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.63K+ 15.6% |
N/A
|
12.1K
$2.2M
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.62K+ 5.83% |
N/A
|
29.4K
$5.35M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.6K+ 21.68% |
N/A
|
9K
$1.64M
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 3.71% |
N/A
|
44.8K
$8.16M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.6K+ 13.6% |
N/A
|
13.4K
$2.44M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.6K+ 31.68% |
N/A
|
6.66K
$1.21M
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$291K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.6K+ 1.4% |
N/A
|
116K
$21.1M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.57K+ 138.8% |
N/A
|
2.71K
$493K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$286K
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$286K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.56K+ 22.13% |
N/A
|
8.63K
$1.57M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
1.56K+ 3.8% |
N/A
|
42.7K
$7.77M
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
1.56K+ 2.68% |
N/A
|
59.6K
$10.9M
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.55K+ 33.14% |
N/A
|
6.24K
$1.14M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.54K+ 8.25% |
N/A
|
20.1K
$3.67M
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$279K
|