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 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-176- 4.6% |
N/A
|
3.65K
$665K
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
SELL
|
- |
-177- 6.39% |
N/A
|
2.59K
$472K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-179- 1.03% |
N/A
|
17.2K
$3.13M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-184- 0.17% |
N/A
|
110K
$20.1M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-186- 6.52% |
N/A
|
2.67K
$485K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-186- 0.78% |
N/A
|
23.8K
$4.33M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-187- 6.76% |
N/A
|
2.58K
$470K
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-193- 1.66% |
N/A
|
11.4K
$2.08M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-195- 2.38% |
N/A
|
7.99K
$1.46M
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-195- 2.0% |
N/A
|
9.58K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-195- 3.8% |
N/A
|
4.94K
$899K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-198- 2.7% |
N/A
|
7.14K
$1.3M
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-199- 6.03% |
N/A
|
3.1K
$564K
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-200- 8.83% |
N/A
|
2.07K
$376K
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-200- 5.94% |
N/A
|
3.17K
$577K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-200- 2.74% |
N/A
|
7.11K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-200- 1.76% |
N/A
|
11.2K
$2.04M
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-200- 5.52% |
N/A
|
3.42K
$623K
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-200- 9.12% |
N/A
|
1.99K
$363K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-200- 1.76% |
N/A
|
11.2K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-201- 8.67% |
N/A
|
2.12K
$386K
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-201- 2.07% |
N/A
|
9.5K
$1.73M
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-204- 2.01% |
N/A
|
9.96K
$1.81M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-205- 0.89% |
N/A
|
22.8K
$4.16M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-207- 1.33% |
N/A
|
15.4K
$2.8M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-209- 3.58% |
N/A
|
5.63K
$1.03M
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-214- 1.7% |
N/A
|
12.4K
$2.26M
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-216- 2.76% |
N/A
|
7.62K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-217- 0.17% |
N/A
|
128K
$23.4M
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-220- 2.54% |
N/A
|
8.46K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-220- 1.68% |
N/A
|
12.9K
$2.34M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-221- 3.02% |
N/A
|
7.1K
$1.29M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-222- 1.99% |
N/A
|
11K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-232- 9.45% |
N/A
|
2.22K
$405K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-238Closed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-240- 12.66% |
N/A
|
1.66K
$302K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-246- 1.28% |
N/A
|
18.9K
$3.45M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-247- 1.29% |
N/A
|
18.9K
$3.45M
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-248- 0.23% |
N/A
|
109K
$19.9M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-248- 1.17% |
N/A
|
21K
$3.82M
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-250- 10.72% |
N/A
|
2.08K
$379K
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 7.83% |
N/A
|
2.94K
$536K
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-251- 3.42% |
N/A
|
7.1K
$1.29M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 1.01% |
N/A
|
25.6K
$4.66M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-261- 0.37% |
N/A
|
70.7K
$12.9M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-269- 21.87% |
N/A
|
961
$175K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-273Closed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-275- 3.55% |
N/A
|
7.48K
$1.36M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-275- 0.53% |
N/A
|
51.6K
$9.4M
|