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 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
146+ 0.69% |
N/A
|
21.4K
$3.9M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
143+ 2.34% |
N/A
|
6.26K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
133+ 6.52% |
N/A
|
2.17K
$396K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
131+ 6.27% |
N/A
|
2.22K
$405K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
130+ 4.14% |
N/A
|
3.27K
$595K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 4.8% |
N/A
|
2.84K
$517K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
127+ 0.96% |
N/A
|
13.4K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
124+ 2.64% |
N/A
|
4.82K
$878K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
122+ 2.03% |
N/A
|
6.12K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
122+ 2.41% |
N/A
|
5.19K
$946K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
121+ 4.47% |
N/A
|
2.83K
$515K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
120+ 1.22% |
N/A
|
9.94K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
119+ 0.65% |
N/A
|
18.5K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
119+ 6.16% |
N/A
|
2.05K
$374K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 5.89% |
N/A
|
2.14K
$390K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
119New |
N/A
|
119
$21.7K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
118+ 0.17% |
N/A
|
67.8K
$12.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
118+ 1.04% |
N/A
|
11.5K
$2.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
117+ 0.31% |
N/A
|
37.4K
$6.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
115+ 0.55% |
N/A
|
20.9K
$3.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
114+ 11.8% |
N/A
|
1.08K
$197K
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
112+ 6.24% |
N/A
|
1.91K
$348K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
112+ 3.26% |
N/A
|
3.55K
$647K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
111+ 8.33% |
N/A
|
1.44K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
110+ 6.97% |
N/A
|
1.69K
$308K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
108+ 0.14% |
N/A
|
80K
$14.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
105New |
N/A
|
105
$19.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
105+ 0.16% |
N/A
|
66.9K
$12.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
101+ 1.66% |
N/A
|
6.2K
$1.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
100+ 2.82% |
N/A
|
3.65K
$665K
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
100+ 0.68% |
N/A
|
14.9K
$2.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
100+ 3.81% |
N/A
|
2.73K
$497K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.95% |
N/A
|
5.22K
$950K
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
100+ 2.07% |
N/A
|
4.93K
$897K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
94+ 0.35% |
N/A
|
27.3K
$4.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
90+ 3.56% |
N/A
|
2.62K
$477K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
90New |
N/A
|
90
$16.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
89+ 0.94% |
N/A
|
9.6K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
88+ 2.47% |
N/A
|
3.65K
$664K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
85+ 0.79% |
N/A
|
10.9K
$1.98M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
84+ 0.38% |
N/A
|
22.1K
$4.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
81+ 1.25% |
N/A
|
6.56K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
80+ 0.08% |
N/A
|
99.5K
$18.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
79+ 4.72% |
N/A
|
1.75K
$319K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
77New |
N/A
|
77
$14K
|
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
75+ 1.5% |
N/A
|
5.07K
$923K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
74+ 0.56% |
N/A
|
13.3K
$2.42M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.15% |
N/A
|
48.8K
$8.88M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
72+ 2.08% |
N/A
|
3.54K
$644K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
72New |
N/A
|
72
$13.1K
|