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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 8.17% |
N/A
|
165K
$30.1M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 16.96% |
N/A
|
82.3K
$15M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
11.8K+ 359.38% |
N/A
|
15.1K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.7K+ 4.03% |
N/A
|
303K
$55.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.4K+ 23.54% |
N/A
|
60K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.2K+ 4.83% |
N/A
|
242K
$44.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 0.98% |
N/A
|
1.14M
$207M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 0.63% |
N/A
|
1.75M
$319M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.9K+ 44.88% |
N/A
|
35.2K
$6.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 829.28% |
N/A
|
11.9K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.6K+ 6.16% |
N/A
|
183K
$33.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 6.33% |
N/A
|
177K
$32.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10.5K+ 52475.0% |
N/A
|
10.5K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 16.01% |
N/A
|
74.9K
$13.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
10.2K+ 8.65% |
N/A
|
128K
$23.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98K+ 26.18% |
N/A
|
48.1K
$8.76M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.73K+ 3.71% |
N/A
|
272K
$49.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
9.58K+ 18.27% |
N/A
|
62K
$11.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
BUY
|
- |
9.46K+ 15.59% |
N/A
|
70.2K
$12.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.41KNew |
N/A
|
9.41K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.26K+ 11.75% |
N/A
|
88.1K
$16M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
9.18K+ 23.27% |
N/A
|
48.6K
$8.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.23K+ 19.29% |
N/A
|
50.9K
$9.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 7.87% |
N/A
|
112K
$20.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
7.95K+ 7.5% |
N/A
|
114K
$20.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7.94K+ 8.73% |
N/A
|
98.9K
$18M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.75K+ 5.99% |
N/A
|
137K
$25M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.72K+ 31.5% |
N/A
|
32.2K
$5.87M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.61K+ 149.35% |
N/A
|
12.7K
$2.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.59KNew |
N/A
|
7.59K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.51K+ 7.19% |
N/A
|
112K
$20.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7.5K+ 437.03% |
N/A
|
9.21K
$1.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.29K+ 2.34% |
N/A
|
318K
$58M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.28K+ 70.56% |
N/A
|
17.6K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.04K+ 116.52% |
N/A
|
13.1K
$2.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.01K+ 3.62% |
N/A
|
200K
$36.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.93K+ 13.8% |
N/A
|
57.1K
$10.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.85K+ 90.36% |
N/A
|
14.4K
$2.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 11.5% |
N/A
|
65.8K
$12M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.54K+ 43.86% |
N/A
|
21.5K
$3.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.52K+ 10.26% |
N/A
|
70.1K
$12.8M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.35K+ 29.71% |
N/A
|
27.7K
$5.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.29KNew |
N/A
|
6.29K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
6.24KNew |
N/A
|
6.24K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.19K+ 15.35% |
N/A
|
46.5K
$8.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.15K+ 3.05% |
N/A
|
207K
$37.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.82K+ 44.66% |
N/A
|
18.8K
$3.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.75K+ 2.74% |
N/A
|
216K
$39.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.74K+ 5.39% |
N/A
|
112K
$20.5M
|