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 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.14K- 11.2% |
N/A
|
40.7K
$7.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-5.16K- 12.38% |
N/A
|
36.5K
$6.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-5.17K- 3.12% |
N/A
|
161K
$29.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.19K- 29.27% |
N/A
|
12.5K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.27K- 94.69% |
N/A
|
296
$53.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.45K- 17.48% |
N/A
|
25.7K
$4.68M
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-5.53K- 11.78% |
N/A
|
41.4K
$7.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-5.57K- 1.93% |
N/A
|
283K
$51.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-5.57K- 18.83% |
N/A
|
24K
$4.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.58K- 14.47% |
N/A
|
33K
$6.01M
|
|
|
Jul 26, 2022
Q2 2022
|
Mercer Investments LLC
|
SELL
|
- |
-5.64K- 5.72% |
N/A
|
92.9K
$16.9M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.7K- 10.58% |
N/A
|
48.2K
$8.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.83K- 0.49% |
N/A
|
1.17M
$214M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-6.32K- 10.89% |
N/A
|
51.8K
$9.43M
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-6.38K- 4.24% |
N/A
|
144K
$26.2M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.48K- 0.55% |
N/A
|
1.17M
$214M
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6.53K- 61.99% |
N/A
|
4K
$729K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.92K- 57.42% |
N/A
|
5.13K
$935K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-7.18K- 18.53% |
N/A
|
31.6K
$5.75M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-7.2K- 20.04% |
N/A
|
28.7K
$5.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-7.31KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-7.41K- 20.86% |
N/A
|
28.1K
$5.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.48KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.75K- 17.25% |
N/A
|
37.2K
$6.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.84K- 1.35% |
N/A
|
574K
$105M
|
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-7.97K- 5.07% |
N/A
|
149K
$27.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-8.24K- 4.61% |
N/A
|
171K
$31.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.41K- 4.31% |
N/A
|
187K
$34.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8.44K- 11.52% |
N/A
|
64.9K
$11.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.46K- 4.14% |
N/A
|
196K
$35.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-8.58K- 52.47% |
N/A
|
7.77K
$1.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.82K- 3.15% |
N/A
|
271K
$49.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-8.86K- 11.23% |
N/A
|
70K
$12.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.22K- 5.09% |
N/A
|
172K
$31.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.6K- 2.63% |
N/A
|
355K
$64.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-9.77K- 5.45% |
N/A
|
169K
$30.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-10.3K- 23.33% |
N/A
|
34K
$6.19M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11K- 4.94% |
N/A
|
211K
$38.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11K- 14.01% |
N/A
|
67.6K
$12.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 79.06% |
N/A
|
2.97K
$541K
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11.6K- 10.47% |
N/A
|
99K
$18M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 15.04% |
N/A
|
66.6K
$12.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.8K- 20.58% |
N/A
|
45.6K
$8.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-12K- 21.78% |
N/A
|
43.2K
$7.88M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12.1K- 7.73% |
N/A
|
144K
$26.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-12.4K- 14.26% |
N/A
|
74.7K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.5K- 26.9% |
N/A
|
34K
$6.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-12.7K- 4.37% |
N/A
|
277K
$50.5M
|