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 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
162+ 1.05% |
N/A
|
15.6K
$2.84M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
161+ 0.23% |
N/A
|
71.1K
$13M
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
158+ 3.02% |
N/A
|
5.39K
$981K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
156+ 5.16% |
N/A
|
3.18K
$579K
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
156+ 1.33% |
N/A
|
11.9K
$2.17M
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
154+ 0.09% |
N/A
|
178K
$32.5M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
150+ 1.56% |
N/A
|
9.76K
$1.78M
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 2.96% |
N/A
|
5.21K
$949K
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
148+ 0.43% |
N/A
|
34.7K
$6.31M
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
148+ 3.17% |
N/A
|
4.82K
$878K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
147+ 1.06% |
N/A
|
14K
$2.54M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
146+ 0.24% |
N/A
|
61.6K
$11.2M
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
145+ 0.9% |
N/A
|
16.3K
$2.97M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
139+ 1.72% |
N/A
|
8.24K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
139+ 3.58% |
N/A
|
4.02K
$733K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
134+ 6.17% |
N/A
|
2.31K
$420K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133New |
N/A
|
133
$24.2K
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
130+ 2.12% |
N/A
|
6.27K
$1.14M
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
130+ 8.04% |
N/A
|
1.75K
$318K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
130+ 4.75% |
N/A
|
2.87K
$522K
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
127+ 1.3% |
N/A
|
9.87K
$1.8M
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
127+ 1.28% |
N/A
|
10.1K
$1.84M
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
127+ 0.96% |
N/A
|
13.3K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
126+ 100.0% |
N/A
|
252
$45.9K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
126+ 3.47% |
N/A
|
3.76K
$684K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
122New |
N/A
|
122
$22.2K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
118+ 0.52% |
N/A
|
22.9K
$4.17M
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
116+ 19.33% |
N/A
|
716
$130K
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
115+ 3.82% |
N/A
|
3.13K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
115+ 0.83% |
N/A
|
13.9K
$2.53M
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
110+ 2.86% |
N/A
|
3.95K
$720K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
110+ 1.2% |
N/A
|
9.31K
$1.69M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
105+ 0.97% |
N/A
|
10.9K
$1.99M
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
103+ 0.14% |
N/A
|
74.4K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
101+ 0.3% |
N/A
|
33.7K
$6.14M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 2.74% |
N/A
|
3.75K
$683K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 1.05% |
N/A
|
9.64K
$1.76M
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
98+ 0.31% |
N/A
|
31.4K
$5.72M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
96+ 1.27% |
N/A
|
7.68K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
93+ 1.34% |
N/A
|
7.05K
$1.28M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90+ 0.85% |
N/A
|
10.6K
$1.94M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
89+ 0.22% |
N/A
|
41.1K
$7.49M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
88+ 1.42% |
N/A
|
6.27K
$1.14M
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
85+ 4.99% |
N/A
|
1.79K
$326K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85+ 653.85% |
N/A
|
98
$17.9K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
83+ 47.43% |
N/A
|
258
$47K
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
82+ 0.43% |
N/A
|
19.2K
$3.5M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.08% |
N/A
|
7.7K
$1.4M
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
BUY
|
- |
80+ 2.85% |
N/A
|
2.89K
$526K
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
80+ 2.04% |
N/A
|
4K
$729K
|