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 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
80+ 2.43% |
N/A
|
3.37K
$614K
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
79+ 2.9% |
N/A
|
2.8K
$511K
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
79+ 0.23% |
N/A
|
34.3K
$6.24M
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.15% |
N/A
|
50.2K
$9.15M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
77+ 9.88% |
N/A
|
856
$156K
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
73+ 0.37% |
N/A
|
20K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.94% |
N/A
|
7.6K
$1.39M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
70+ 2.39% |
N/A
|
3K
$546K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
70+ 0.47% |
N/A
|
15.1K
$2.75M
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
69+ 0.34% |
N/A
|
20.4K
$3.71M
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 1.13% |
N/A
|
6.06K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
66+ 0.28% |
N/A
|
23.4K
$4.26M
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
63+ 0.08% |
N/A
|
82.9K
$15.1M
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
62+ 0.61% |
N/A
|
10.3K
$1.87M
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
61+ 0.49% |
N/A
|
12.5K
$2.27M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60+ 25.42% |
N/A
|
296
$53.9K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
60+ 1.09% |
N/A
|
5.55K
$1.01M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.21% |
N/A
|
28.7K
$5.24M
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
58+ 0.45% |
N/A
|
13.1K
$2.38M
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
54+ 1.35% |
N/A
|
4.05K
$738K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
54+ 0.64% |
N/A
|
8.44K
$1.54M
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
52+ 0.45% |
N/A
|
11.6K
$2.11M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
52New |
N/A
|
52
$9.47K
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
50+ 1.21% |
N/A
|
4.2K
$764K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
49+ 1.42% |
N/A
|
3.49K
$635K
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
48+ 3.07% |
N/A
|
1.61K
$293K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
47+ 0.81% |
N/A
|
5.85K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
47+ 0.46% |
N/A
|
10.3K
$1.88M
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
45+ 0.19% |
N/A
|
23.3K
$4.24M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
44+ 22.0% |
N/A
|
244
$44.4K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
37+ 0.54% |
N/A
|
6.92K
$1.26M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
37+ 1.53% |
N/A
|
2.45K
$447K
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
37New |
N/A
|
37
$6.74K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 0.52% |
N/A
|
7.02K
$1.28M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
36+ 1.11% |
N/A
|
3.28K
$597K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
35+ 0.09% |
N/A
|
41K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
35+ 1.44% |
N/A
|
2.47K
$450K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
35+ 1.28% |
N/A
|
2.77K
$504K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.17% |
N/A
|
19.2K
$3.49M
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
30+ 1.75% |
N/A
|
1.75K
$318K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
29New |
N/A
|
29
$5.28K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28+ 0.97% |
N/A
|
2.92K
$532K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27+ 0.91% |
N/A
|
2.99K
$544K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.51% |
N/A
|
5.29K
$964K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
N/A
|
12.7K
$2.32M
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
25+ 0.16% |
N/A
|
15.8K
$2.87M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25+ 0.37% |
N/A
|
6.74K
$1.23M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Investments LLC
|
BUY
|
- |
24+ 0.02% |
N/A
|
98.5K
$17.9M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 8.19% |
N/A
|
304
$55.4K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
23+ 0.06% |
N/A
|
36.8K
$6.71M
|