Purchases and Sales Made in Q2 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
544+ 8.68% |
N/A
|
6.81K
$1.24M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
540+ 13.76% |
N/A
|
4.47K
$813K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
540New |
N/A
|
540
$98.4K
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
536+ 0.88% |
N/A
|
61.4K
$11.2M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
530+ 25.36% |
N/A
|
2.62K
$477K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
526+ 7.99% |
N/A
|
7.11K
$1.3M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
524+ 3.42% |
N/A
|
15.9K
$2.89M
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
523+ 1.27% |
N/A
|
41.7K
$7.6M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
519+ 12.54% |
N/A
|
4.66K
$848K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
513+ 17.79% |
N/A
|
3.4K
$619K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
512+ 12.35% |
N/A
|
4.66K
$848K
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
512+ 16.35% |
N/A
|
3.64K
$664K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
510+ 3.73% |
N/A
|
14.2K
$2.59M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
507+ 8.28% |
N/A
|
6.63K
$1.21M
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
504+ 20.61% |
N/A
|
2.95K
$537K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
503+ 1.1% |
N/A
|
46.2K
$8.41M
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
501+ 2.97% |
N/A
|
17.4K
$3.16M
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
499+ 1.93% |
N/A
|
26.4K
$4.81M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
496+ 2.61% |
N/A
|
19.5K
$3.55M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
495+ 7.06% |
N/A
|
7.51K
$1.37M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
477+ 1.94% |
N/A
|
25.1K
$4.57M
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
476+ 1.6% |
N/A
|
30.3K
$5.52M
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
472+ 195.04% |
N/A
|
714
$130K
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
465+ 1.36% |
N/A
|
34.7K
$6.31M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
462+ 2.87% |
N/A
|
16.6K
$3.02M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
449+ 0.57% |
N/A
|
79.5K
$14.5M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
447+ 7.05% |
N/A
|
6.78K
$1.24M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
444+ 4.8% |
N/A
|
9.69K
$1.77M
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
444+ 1.74% |
N/A
|
26K
$4.73M
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
429New |
N/A
|
429
$78.1K
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
426+ 4.05% |
N/A
|
10.9K
$1.99M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
424+ 6.58% |
N/A
|
6.87K
$1.25M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
423+ 8.4% |
N/A
|
5.46K
$994K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
419+ 3.13% |
N/A
|
13.8K
$2.51M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
417New |
N/A
|
417
$76K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
417+ 5.52% |
N/A
|
7.98K
$1.45M
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
411+ 19.36% |
N/A
|
2.53K
$462K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
410+ 8.31% |
N/A
|
5.34K
$973K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
406+ 24.82% |
N/A
|
2.04K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
406+ 3.84% |
N/A
|
11K
$2M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
N/A
|
400
$72.9K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
394+ 0.36% |
N/A
|
111K
$20.2M
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
394+ 9.85% |
N/A
|
4.39K
$800K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
390+ 22.38% |
N/A
|
2.13K
$389K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
388New |
N/A
|
388
$70.7K
|
|
Jul 29, 2022
Q2 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
387+ 5.29% |
N/A
|
7.7K
$1.4M
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
385+ 1.59% |
N/A
|
24.6K
$4.48M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
385+ 1.19% |
N/A
|
32.7K
$5.96M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
383+ 0.44% |
N/A
|
88.4K
$16.1M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
382+ 1.87% |
N/A
|
20.8K
$3.8M
|