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 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.1% |
N/A
|
4.89K
$891K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.0% |
N/A
|
239K
$43.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.39% |
N/A
|
1.3K
$236K
|
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
BUY
|
- |
5+ 0.18% |
N/A
|
2.81K
$512K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5+ 0.15% |
N/A
|
3.33K
$607K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
5+ 71.43% |
N/A
|
12
$2.19K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
N/A
|
11.6K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5+ 0.21% |
N/A
|
2.42K
$440K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.28% |
N/A
|
1.79K
$326K
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.08% |
N/A
|
6.66K
$1.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
N/A
|
3.68K
$671K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
4+ 0.22% |
N/A
|
1.84K
$335K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 0.28% |
N/A
|
1.44K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.39% |
N/A
|
1.04K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
N/A
|
37.6K
$6.85M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.21% |
N/A
|
1.95K
$355K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.13% |
N/A
|
2.35K
$427K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.08% |
N/A
|
3.71K
$675K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.1% |
N/A
|
3.06K
$557K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.15% |
N/A
|
1.96K
$356K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.34K
$972K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3+ 0.47% |
N/A
|
640
$117K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.08% |
N/A
|
3.6K
$656K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.2% |
N/A
|
1.48K
$269K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.29% |
N/A
|
1.05K
$191K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.07% |
N/A
|
4.27K
$777K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.52% |
N/A
|
581
$106K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
3.89K
$708K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
N/A
|
4.41K
$803K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
N/A
|
3.58K
$652K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
N/A
|
4.76K
$867K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.11% |
N/A
|
1.8K
$328K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
N/A
|
3.24K
$590K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
2.89K
$527K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.33% |
N/A
|
307
$55.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
6.07K
$1.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.28K
$779K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.34K
$973K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1+ 0.05% |
N/A
|
2.08K
$378K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.35K
$428K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.95K
$720K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.02% |
N/A
|
5.61K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
N/A
|
917
$167K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
N/A
|
1.74K
$318K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
N/A
|
10.3K
$1.88M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
4.4K
$802K
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
12.5K
$2.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
17.2K
$3.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.13K
$570K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
7.43K
$1.35M
|