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 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
830+ 0.78% |
N/A
|
107K
$19.5M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
825+ 1.51% |
N/A
|
55.3K
$10.1M
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
820+ 3.47% |
N/A
|
24.5K
$4.46M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
818+ 6.64% |
N/A
|
13.1K
$2.39M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
813+ 9.28% |
N/A
|
9.57K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
812+ 2.26% |
N/A
|
36.8K
$6.7M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
806+ 0.83% |
N/A
|
98.2K
$17.9M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
806+ 20.5% |
N/A
|
4.74K
$863K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
801+ 6.99% |
N/A
|
12.3K
$2.23M
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
797+ 5.18% |
N/A
|
16.2K
$2.95M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
796+ 6.25% |
N/A
|
13.5K
$2.46M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
789+ 2.27% |
N/A
|
35.6K
$6.48M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
777+ 2.97% |
N/A
|
26.9K
$4.9M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
772+ 3.74% |
N/A
|
21.4K
$3.9M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
769+ 0.83% |
N/A
|
93K
$16.9M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
764+ 28.77% |
N/A
|
3.42K
$623K
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
741+ 19.22% |
N/A
|
4.6K
$837K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
739+ 5.42% |
N/A
|
14.4K
$2.62M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
732+ 9.86% |
N/A
|
8.16K
$1.49M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
728+ 42.08% |
N/A
|
2.46K
$448K
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
727+ 0.62% |
N/A
|
118K
$21.5M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
726+ 14.14% |
N/A
|
5.86K
$1.07M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
703+ 7.28% |
N/A
|
10.4K
$1.89M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
701+ 14.84% |
N/A
|
5.43K
$988K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
695+ 12.78% |
N/A
|
6.13K
$1.12M
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
685+ 6.45% |
N/A
|
11.3K
$2.06M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
675+ 13.88% |
N/A
|
5.54K
$1.01M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
666+ 1.75% |
N/A
|
38.7K
$7.06M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
660+ 43.0% |
N/A
|
2.2K
$400K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
652+ 32.88% |
N/A
|
2.64K
$480K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
651+ 30.21% |
N/A
|
2.81K
$511K
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
636+ 7.5% |
N/A
|
9.11K
$1.66M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
632+ 1.84% |
N/A
|
35.1K
$6.39M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
631+ 1.12% |
N/A
|
57K
$10.4M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
626+ 4.21% |
N/A
|
15.5K
$2.82M
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
625+ 2.17% |
N/A
|
29.4K
$5.35M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
616+ 9.51% |
N/A
|
7.1K
$1.29M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
616+ 0.77% |
N/A
|
80.9K
$14.7M
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
616+ 3.15% |
N/A
|
20.2K
$3.67M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
611+ 6.21% |
N/A
|
10.5K
$1.9M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
611+ 6.72% |
N/A
|
9.7K
$1.77M
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
604+ 2.78% |
N/A
|
22.3K
$4.06M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
602+ 7.2% |
N/A
|
8.96K
$1.63M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
594+ 12.51% |
N/A
|
5.34K
$973K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
568+ 2.25% |
N/A
|
25.8K
$4.7M
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
566+ 13.96% |
N/A
|
4.62K
$842K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
565+ 10.84% |
N/A
|
5.78K
$1.05M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
561+ 34.8% |
N/A
|
2.17K
$396K
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
547+ 11.27% |
N/A
|
5.4K
$984K
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
547+ 4.8% |
N/A
|
12K
$2.18M
|