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 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 2.41% |
N/A
|
934
$170K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
22+ 0.38% |
N/A
|
5.76K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
22+ 0.74% |
N/A
|
3.02K
$549K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20New |
N/A
|
20
$3.64K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.68% |
N/A
|
2.95K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20+ 0.15% |
N/A
|
13K
$2.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
17+ 9.24% |
N/A
|
201
$36.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.25% |
N/A
|
6.94K
$1.26M
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
16+ 0.29% |
N/A
|
5.46K
$995K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
15+ 0.16% |
N/A
|
9.61K
$1.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
14+ 0.95% |
N/A
|
1.49K
$271K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.12% |
N/A
|
11.4K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
N/A
|
3.9K
$711K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
14+ 0.44% |
N/A
|
3.2K
$583K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
N/A
|
3.9K
$711K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
13+ 0.54% |
N/A
|
2.41K
$439K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.04% |
N/A
|
31.2K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.4% |
N/A
|
2.99K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11+ 0.02% |
N/A
|
51.7K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11+ 34.38% |
N/A
|
43
$7.83K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.07% |
N/A
|
15.9K
$2.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.41% |
N/A
|
2.2K
$401K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
N/A
|
1.62K
$295K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.49% |
N/A
|
1.43K
$260K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.11% |
N/A
|
6.15K
$1.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7+ 0.36% |
N/A
|
1.94K
$354K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.38% |
N/A
|
1.86K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7+ 0.25% |
N/A
|
2.79K
$508K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.07% |
N/A
|
8.34K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
6+ 0.34% |
N/A
|
1.79K
$325K
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
6+ 0.59% |
N/A
|
1.03K
$187K
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.13% |
N/A
|
4.7K
$856K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6+ 0.3% |
N/A
|
1.98K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.43% |
N/A
|
1.41K
$257K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.08% |
N/A
|
6.67K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
5+ 0.18% |
N/A
|
2.8K
$509K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
N/A
|
13.5K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.27% |
N/A
|
1.89K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.27% |
N/A
|
1.83K
$332K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4+ 0.11% |
N/A
|
3.54K
$644K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
4+ 0.09% |
N/A
|
4.51K
$821K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.22% |
N/A
|
1.79K
$326K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.14% |
N/A
|
2.84K
$518K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4+ 0.26% |
N/A
|
1.54K
$280K
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
N/A
|
2.18K
$397K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
3+ 0.07% |
N/A
|
4.58K
$834K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 0.37% |
N/A
|
807
$147K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3+ 0.05% |
N/A
|
5.58K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.22% |
N/A
|
1.38K
$252K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 0.19% |
N/A
|
1.57K
$286K
|