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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
380+ 3.77% |
N/A
|
10.5K
$1.91M
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
380+ 17.59% |
N/A
|
2.54K
$463K
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
379+ 4.53% |
N/A
|
8.74K
$1.59M
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
377+ 4.71% |
N/A
|
8.38K
$1.53M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
377+ 0.05% |
N/A
|
696K
$127M
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
368+ 1.59% |
N/A
|
23.5K
$4.27M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
366+ 8.65% |
N/A
|
4.6K
$838K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
364+ 2.84% |
N/A
|
13.2K
$2.4M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
362+ 17.41% |
N/A
|
2.44K
$445K
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
355+ 3.7% |
N/A
|
9.95K
$1.81M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
355+ 2.3% |
N/A
|
15.8K
$2.88M
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
355+ 1.32% |
N/A
|
27.2K
$4.96M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
348+ 2.21% |
N/A
|
16.1K
$2.94M
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
347+ 2.05% |
N/A
|
17.3K
$3.15M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
341+ 1.8% |
N/A
|
19.3K
$3.51M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
341+ 6.59% |
N/A
|
5.52K
$1.01M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
335+ 3.35% |
N/A
|
10.3K
$1.88M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
334+ 11.87% |
N/A
|
3.15K
$573K
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
330+ 1.74% |
N/A
|
19.2K
$3.51M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
327+ 6.33% |
N/A
|
5.49K
$1M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
325+ 4.73% |
N/A
|
7.2K
$1.31M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
322+ 11.21% |
N/A
|
3.19K
$582K
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
322+ 9.79% |
N/A
|
3.61K
$658K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
320+ 9.59% |
N/A
|
3.66K
$666K
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
319+ 4.34% |
N/A
|
7.68K
$1.4M
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
317+ 22.03% |
N/A
|
1.76K
$320K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
316+ 3.0% |
N/A
|
10.8K
$1.97M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
315+ 1.24% |
N/A
|
25.8K
$4.7M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
312+ 1.94% |
N/A
|
16.4K
$2.98M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
310+ 1.94% |
N/A
|
16.3K
$2.97M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
309+ 169.78% |
N/A
|
491
$89.4K
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
307+ 2.91% |
N/A
|
10.9K
$1.98M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
303+ 1.8% |
N/A
|
17.2K
$3.13M
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
299+ 1.73% |
N/A
|
17.6K
$3.2M
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
298+ 5.41% |
N/A
|
5.81K
$1.06M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
297+ 13.66% |
N/A
|
2.47K
$450K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
295+ 1.14% |
N/A
|
26.2K
$4.77M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
295+ 0.16% |
N/A
|
186K
$33.9M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
295+ 9.4% |
N/A
|
3.43K
$625K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
294+ 1.02% |
N/A
|
29.1K
$5.31M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
291+ 70.12% |
N/A
|
706
$129K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
280+ 14.97% |
N/A
|
2.15K
$392K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
277+ 0.57% |
N/A
|
48.6K
$8.85M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
274+ 4.7% |
N/A
|
6.1K
$1.11M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
269+ 1.46% |
N/A
|
18.7K
$3.41M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
265+ 0.8% |
N/A
|
33.5K
$6.11M
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
260+ 5.66% |
N/A
|
4.85K
$884K
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
259+ 2.0% |
N/A
|
13.2K
$2.4M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
255+ 0.8% |
N/A
|
32.3K
$5.88M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
253+ 9.41% |
N/A
|
2.94K
$536K
|