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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
300+ 9.23% |
N/A
|
3.55K
$646K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.72% |
N/A
|
41.9K
$7.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
300+ 22.37% |
N/A
|
1.64K
$299K
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
299+ 4.14% |
N/A
|
7.52K
$1.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
299+ 5.54% |
N/A
|
5.69K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
299+ 0.93% |
N/A
|
32.4K
$5.9M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
291+ 8.43% |
N/A
|
3.74K
$682K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
284+ 9.02% |
N/A
|
3.43K
$625K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
283+ 4.1% |
N/A
|
7.18K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
282+ 0.79% |
N/A
|
36K
$6.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
282+ 66.98% |
N/A
|
703
$128K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
276+ 2.15% |
N/A
|
13.1K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
275+ 8.42% |
N/A
|
3.54K
$645K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
268+ 0.62% |
N/A
|
43.6K
$7.94M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
263+ 3.55% |
N/A
|
7.67K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
257+ 4.37% |
N/A
|
6.13K
$1.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
255+ 7.19% |
N/A
|
3.8K
$692K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250+ 4.11% |
N/A
|
6.34K
$1.15M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
249+ 31.88% |
N/A
|
1.03K
$188K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
241+ 17.18% |
N/A
|
1.64K
$299K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
235+ 0.24% |
N/A
|
98.8K
$18M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
229+ 13.12% |
N/A
|
1.98K
$360K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
228+ 7.11% |
N/A
|
3.43K
$625K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
227+ 2.68% |
N/A
|
8.7K
$1.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
226+ 1.53% |
N/A
|
15K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
223+ 1.47% |
N/A
|
15.4K
$2.81M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
220+ 1.26% |
N/A
|
17.6K
$3.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
219+ 68.65% |
N/A
|
538
$98K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
218+ 3.4% |
N/A
|
6.64K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
216+ 5.94% |
N/A
|
3.85K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
214+ 7.13% |
N/A
|
3.21K
$585K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
211+ 13.03% |
N/A
|
1.83K
$333K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
207+ 8.94% |
N/A
|
2.52K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
207New |
N/A
|
207
$37.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
203+ 21.9% |
N/A
|
1.13K
$206K
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
203+ 3.88% |
N/A
|
5.44K
$991K
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 0.47% |
N/A
|
42.4K
$7.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
200+ 3.89% |
N/A
|
5.34K
$973K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
199+ 0.61% |
N/A
|
32.9K
$5.99M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
196+ 0.51% |
N/A
|
39K
$7.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
195+ 17.81% |
N/A
|
1.29K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
190New |
N/A
|
190
$34.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
185+ 4.56% |
N/A
|
4.24K
$772K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
181+ 7.99% |
N/A
|
2.45K
$445K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
181+ 1.4% |
N/A
|
13.1K
$2.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
180+ 5.6% |
N/A
|
3.39K
$618K
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
175+ 12.5% |
N/A
|
1.58K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
175+ 4.54% |
N/A
|
4.03K
$733K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
166+ 1.83% |
N/A
|
9.22K
$1.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
166+ 18.84% |
N/A
|
1.05K
$191K
|