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 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-94- 12.32% |
N/A
|
669
$122K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-95- 2.07% |
N/A
|
4.5K
$820K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-95- 5.16% |
N/A
|
1.75K
$318K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-96- 0.04% |
N/A
|
242K
$44.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97- 0.36% |
N/A
|
26.8K
$4.88M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 0.3% |
N/A
|
33.6K
$6.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-100- 2.16% |
N/A
|
4.53K
$826K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100- 1.06% |
N/A
|
9.33K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-100- 6.49% |
N/A
|
1.44K
$262K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-102- 2.67% |
N/A
|
3.72K
$677K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-105- 2.72% |
N/A
|
3.76K
$684K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-108- 50.47% |
N/A
|
106
$19.3K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-111- 3.68% |
N/A
|
2.91K
$530K
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-112- 0.65% |
N/A
|
17K
$3.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-113- 76.87% |
N/A
|
34
$6.19K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-114- 4.83% |
N/A
|
2.25K
$409K
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-114- 4.36% |
N/A
|
2.5K
$455K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-116- 15.14% |
N/A
|
650
$118K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-122- 2.64% |
N/A
|
4.5K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-124- 8.01% |
N/A
|
1.42K
$259K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-125- 1.15% |
N/A
|
10.8K
$1.97M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-128- 1.88% |
N/A
|
6.69K
$1.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-129- 2.84% |
N/A
|
4.42K
$804K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-130- 4.86% |
N/A
|
2.55K
$464K
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-130- 3.0% |
N/A
|
4.2K
$765K
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-130- 2.1% |
N/A
|
6.06K
$1.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-136- 7.67% |
N/A
|
1.64K
$298K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-140- 2.11% |
N/A
|
6.48K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-148- 1.72% |
N/A
|
8.47K
$1.54M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-149- 8.49% |
N/A
|
1.61K
$293K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-151- 0.97% |
N/A
|
15.4K
$2.81M
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-152- 2.67% |
N/A
|
5.55K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-154- 7.38% |
N/A
|
1.93K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-155- 4.95% |
N/A
|
2.98K
$542K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-156- 6.02% |
N/A
|
2.44K
$444K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-157- 0.78% |
N/A
|
20K
$3.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-157- 0.68% |
N/A
|
22.8K
$4.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.6% |
N/A
|
10K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-163- 8.07% |
N/A
|
1.86K
$338K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-163- 5.23% |
N/A
|
2.95K
$538K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-164- 3.99% |
N/A
|
3.95K
$719K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-165- 4.45% |
N/A
|
3.54K
$645K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-166- 3.54% |
N/A
|
4.52K
$823K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-168- 0.35% |
N/A
|
47.7K
$8.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-170- 1.58% |
N/A
|
10.6K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-171- 6.46% |
N/A
|
2.48K
$451K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-174- 0.94% |
N/A
|
18.3K
$3.32M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-176- 2.17% |
N/A
|
7.94K
$1.45M
|