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 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
2.44K+ 33.2% |
N/A
|
9.79K
$1.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.4K+ 0.69% |
N/A
|
352K
$64.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.39K+ 2.17% |
N/A
|
113K
$20.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.38K+ 5.53% |
N/A
|
45.4K
$8.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.37K+ 31.98% |
N/A
|
9.77K
$1.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.35K+ 0.97% |
N/A
|
244K
$44.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.32KNew |
N/A
|
2.32K
$423K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.3K+ 9.83% |
N/A
|
25.7K
$4.68M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.3K+ 7.15% |
N/A
|
34.5K
$6.28M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.3K+ 9.83% |
N/A
|
25.7K
$4.68M
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.29KNew |
N/A
|
2.29K
$418K
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.29K+ 8.97% |
N/A
|
27.8K
$5.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.28K+ 35.78% |
N/A
|
8.66K
$1.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.28K+ 132.87% |
N/A
|
3.99K
$727K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.27K+ 4.31% |
N/A
|
55K
$10M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.22K+ 5.73% |
N/A
|
40.9K
$7.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.2K+ 6.45% |
N/A
|
36.4K
$6.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.17K+ 4.53% |
N/A
|
50K
$9.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.16K+ 1.77% |
N/A
|
124K
$22.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$392K
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$392K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.15K+ 12.3% |
N/A
|
19.6K
$3.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$390K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
2.14K+ 13.28% |
N/A
|
18.2K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$386K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.11K+ 1.33% |
N/A
|
161K
$29.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.1K+ 142.87% |
N/A
|
3.58K
$651K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$383K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$382K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.07K+ 12.23% |
N/A
|
19K
$3.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.06K+ 14.25% |
N/A
|
16.5K
$3.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.05K+ 4.61% |
N/A
|
46.6K
$8.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.04K+ 6.65% |
N/A
|
32.8K
$5.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.04K+ 4.23% |
N/A
|
50.3K
$9.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.04K+ 2.38% |
N/A
|
88K
$16M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.04K+ 23.66% |
N/A
|
10.7K
$1.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2K+ 12.56% |
N/A
|
17.9K
$3.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2K+ 37.77% |
N/A
|
7.28K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$354K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94K+ 8.1% |
N/A
|
25.9K
$4.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$353K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.93K+ 59.3% |
N/A
|
5.18K
$943K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.92K+ 0.73% |
N/A
|
264K
$48.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
1.91K+ 64.67% |
N/A
|
4.87K
$887K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.9K+ 4.31% |
N/A
|
46.1K
$8.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.89K+ 24.47% |
N/A
|
9.6K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.86K+ 3.41% |
N/A
|
56.4K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$338K
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.85K+ 7.92% |
N/A
|
25.2K
$4.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.85K+ 1.98% |
N/A
|
95K
$17.3M
|