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 |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.22K+ 5.03% |
N/A
|
25.5K
$4.65M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.22K+ 54.7% |
N/A
|
3.46K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 12.98% |
N/A
|
10.6K
$1.93M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.21K+ 2.24% |
N/A
|
55.1K
$10M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.64% |
N/A
|
73.5K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.16K+ 8.75% |
N/A
|
14.4K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 6.44% |
N/A
|
18.9K
$3.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 2.08% |
N/A
|
55.4K
$10.1M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.13K+ 17.93% |
N/A
|
7.41K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.12K+ 4.7% |
N/A
|
25K
$4.55M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 32.19% |
N/A
|
4.59K
$836K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 27.59% |
N/A
|
5.16K
$940K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
1.12K+ 10.11% |
N/A
|
12.1K
$2.21M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.11K+ 16.18% |
N/A
|
8K
$1.46M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1K+ 75.67% |
N/A
|
2.56K
$467K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 7.65% |
N/A
|
15.3K
$2.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07K+ 1.35% |
N/A
|
79.9K
$14.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$194K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.06K+ 22.25% |
N/A
|
5.83K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 26.19% |
N/A
|
5.1K
$929K
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.05K+ 59.76% |
N/A
|
2.81K
$511K
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.05K+ 37.11% |
N/A
|
3.87K
$704K
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.04K+ 22.03% |
N/A
|
5.76K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.04K+ 3.1% |
N/A
|
34.5K
$6.29M
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.03K+ 1.0% |
N/A
|
103K
$18.9M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.02K+ 36.09% |
N/A
|
3.85K
$701K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 2.54% |
N/A
|
41.2K
$7.5M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.01K+ 23.38% |
N/A
|
5.34K
$973K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.01K+ 7.81% |
N/A
|
13.9K
$2.54M
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
1.01K+ 2.16% |
N/A
|
47.5K
$8.65M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1K+ 500.0% |
N/A
|
1.2K
$219K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1K+ 36.93% |
N/A
|
3.71K
$675K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
990+ 4.83% |
N/A
|
21.5K
$3.91M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
979+ 6.55% |
N/A
|
15.9K
$2.9M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
976+ 3.92% |
N/A
|
25.8K
$4.71M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
949+ 14.85% |
N/A
|
7.34K
$1.34M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
944+ 3.64% |
N/A
|
26.9K
$4.9M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
942+ 95.44% |
N/A
|
1.93K
$351K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
938+ 3.82% |
N/A
|
25.5K
$4.65M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
922+ 28.96% |
N/A
|
4.11K
$748K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
919+ 3.1% |
N/A
|
30.6K
$5.58M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
918+ 54.16% |
N/A
|
2.61K
$476K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
913+ 29.41% |
N/A
|
4.02K
$732K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
904+ 0.78% |
N/A
|
117K
$21.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
902+ 70.03% |
N/A
|
2.19K
$399K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
900+ 7.49% |
N/A
|
12.9K
$2.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
882+ 1.41% |
N/A
|
63.6K
$11.6M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
862+ 2.89% |
N/A
|
30.7K
$5.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
831+ 15.97% |
N/A
|
6.04K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
831+ 15.52% |
N/A
|
6.19K
$1.13M
|