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 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-611- 7.31% |
N/A
|
7.75K
$1.41M
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-619- 1.42% |
N/A
|
43K
$7.83M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-620- 5.5% |
N/A
|
10.7K
$1.94M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-625- 16.2% |
N/A
|
3.23K
$589K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-626- 2.98% |
N/A
|
20.4K
$3.71M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-627- 1.17% |
N/A
|
53.1K
$9.66M
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-632- 31.03% |
N/A
|
1.41K
$256K
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-632- 28.46% |
N/A
|
1.59K
$289K
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-635- 4.9% |
N/A
|
12.3K
$2.25M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-640Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-642- 1.36% |
N/A
|
46.6K
$8.48M
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-644- 7.42% |
N/A
|
8.04K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-645- 2.1% |
N/A
|
30K
$5.47M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-648- 18.69% |
N/A
|
2.82K
$513K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-655- 0.06% |
N/A
|
1.17M
$214M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-661- 16.87% |
N/A
|
3.26K
$593K
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-664- 15.12% |
N/A
|
3.73K
$679K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-670- 17.48% |
N/A
|
3.16K
$576K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-678- 13.77% |
N/A
|
4.25K
$773K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-686- 10.13% |
N/A
|
6.08K
$1.11M
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-694- 0.5% |
N/A
|
138K
$25.2M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-698- 0.8% |
N/A
|
87.1K
$15.9M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-700- 8.54% |
N/A
|
7.5K
$1.37M
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-705- 2.3% |
N/A
|
29.9K
$5.45M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-715- 5.54% |
N/A
|
12.2K
$2.22M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-725- 3.99% |
N/A
|
17.4K
$3.18M
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-726- 2.87% |
N/A
|
24.5K
$4.47M
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-728- 10.58% |
N/A
|
6.15K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-763- 10.93% |
N/A
|
6.22K
$1.13M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
SELL
|
- |
-765- 0.79% |
N/A
|
96.5K
$17.6M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-789- 2.87% |
N/A
|
26.7K
$4.86M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-815- 5.5% |
N/A
|
14K
$2.55M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-823- 0.26% |
N/A
|
311K
$56.6M
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-842- 3.13% |
N/A
|
26K
$4.74M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-845- 0.98% |
N/A
|
85.7K
$15.6M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-845Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-863- 9.61% |
N/A
|
8.12K
$1.48M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-879- 8.62% |
N/A
|
9.32K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-887- 5.09% |
N/A
|
16.5K
$3.01M
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-896- 2.87% |
N/A
|
30.3K
$5.52M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-907- 3.83% |
N/A
|
22.7K
$4.14M
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-939- 29.89% |
N/A
|
2.2K
$401K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-949- 4.98% |
N/A
|
18.1K
$3.3M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-962- 0.39% |
N/A
|
246K
$44.9M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-976- 6.59% |
N/A
|
13.8K
$2.52M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-980- 20.17% |
N/A
|
3.88K
$706K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.01K- 0.11% |
N/A
|
943K
$172M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 4.97% |
N/A
|
19.5K
$3.55M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.02K- 0.47% |
N/A
|
217K
$39.6M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.03K- 1.3% |
N/A
|
77.9K
$14.2M
|