Purchases and Sales Made in Q3 2021 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.88MNew |
N/A
|
9.88M
$1.8B
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.4MNew |
N/A
|
5.4M
$983M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.24MNew |
N/A
|
3.24M
$591M
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
831K+ 11.05% |
N/A
|
8.35M
$1.52B
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
558KNew |
N/A
|
558K
$102M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
525K+ 3450.96% |
N/A
|
540K
$98.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
455K+ 874.06% |
N/A
|
507K
$92.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
436K+ 2144.64% |
N/A
|
456K
$83.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
390K+ 24.62% |
N/A
|
1.98M
$360M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
280K+ 88.09% |
N/A
|
598K
$109M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
273KNew |
N/A
|
273K
$49.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
182K+ 37.31% |
N/A
|
669K
$122M
|
|
|
Nov 12, 2021
Q3 2021
|
Firestone Capital Management
|
BUY
|
- |
164KNew |
N/A
|
164K
$29.8M
|
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
151KNew |
N/A
|
151K
$27.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
150KNew |
N/A
|
150K
$27.3M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
150K+ 6.72% |
N/A
|
2.38M
$433M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142K+ 4.83% |
N/A
|
3.09M
$562M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
134K+ 4572.43% |
N/A
|
137K
$24.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
130K+ 26.75% |
N/A
|
618K
$113M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
118K+ 2.13% |
N/A
|
5.67M
$1.03B
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
109K+ 111.47% |
N/A
|
207K
$37.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
107K+ 998.24% |
N/A
|
118K
$21.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
104K+ 36.14% |
N/A
|
393K
$71.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
103K+ 8.97% |
N/A
|
1.25M
$228M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
101K+ 28.99% |
N/A
|
448K
$81.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
99.3K+ 142.07% |
N/A
|
169K
$30.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
96.6KNew |
N/A
|
96.6K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96.4K+ 13.53% |
N/A
|
809K
$147M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86.2K+ 6.16% |
N/A
|
1.48M
$270M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
85.5K+ 47.13% |
N/A
|
267K
$48.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84K+ 320.35% |
N/A
|
110K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
83.3K+ 7.84% |
N/A
|
1.15M
$209M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.8K+ 3.86% |
N/A
|
2.2M
$400M
|
|
|
Nov 04, 2021
Q3 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
76K+ 52.23% |
N/A
|
222K
$40.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67KNew |
N/A
|
67K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 1.51% |
N/A
|
4.35M
$793M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58.3KNew |
N/A
|
58.3K
$10.6M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.3K+ 3.6% |
N/A
|
1.62M
$295M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
54.2K+ 13.72% |
N/A
|
449K
$81.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
46.1K+ 117.91% |
N/A
|
85.2K
$15.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
44.2K+ 515.14% |
N/A
|
52.7K
$9.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.2K+ 17.74% |
N/A
|
280K
$51M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
41.5K+ 94.52% |
N/A
|
85.3K
$15.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
40.5K+ 4.93% |
N/A
|
861K
$157M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.4K+ 9.09% |
N/A
|
484K
$88.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
39.4K+ 20.6% |
N/A
|
231K
$42M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39K+ 0.57% |
N/A
|
6.83M
$1.24B
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
37.9K+ 97.19% |
N/A
|
76.9K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
37.5K+ 16.5% |
N/A
|
265K
$48.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
35.6K+ 549.62% |
N/A
|
42K
$7.66M
|