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 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.34% |
N/A
|
598
$109K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
N/A
|
2.54K
$462K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.03% |
N/A
|
6.18K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
N/A
|
22K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.12% |
N/A
|
1.61K
$293K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.2% |
N/A
|
984
$179K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
N/A
|
6.98K
$1.27M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.32% |
N/A
|
633
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2New |
N/A
|
2
$364
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.06% |
N/A
|
3.24K
$589K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2+ 0.03% |
N/A
|
7.66K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.1% |
N/A
|
1.91K
$347K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
2+ 0.04% |
N/A
|
5.02K
$913K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.45K
$1.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.18K
$579K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.41K
$440K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.63K
$478K
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.3K
$418K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
12.6K
$2.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.28K
$962K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1+ 0.05% |
N/A
|
2.17K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
13.2K
$2.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.73K
$496K
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
N/A
|
7.32K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.01% |
N/A
|
11.7K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.23% |
N/A
|
436
$79.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.28% |
N/A
|
357
$65K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.02% |
N/A
|
5.85K
$1.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.86% |
N/A
|
34
$6.19K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
4.5K
$819K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1- 0.07% |
N/A
|
1.38K
$251K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3- 0.03% |
N/A
|
8.73K
$1.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.02% |
N/A
|
14K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.19% |
N/A
|
2.08K
$379K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 1.74% |
N/A
|
338
$61.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6- 3.9% |
N/A
|
148
$27K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-8- 0.24% |
N/A
|
3.3K
$601K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-8- 0.24% |
N/A
|
3.29K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-8- 13.79% |
N/A
|
50
$9.11K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8- 0.2% |
N/A
|
3.99K
$726K
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
N/A
|
3.58K
$651K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-9- 0.15% |
N/A
|
5.86K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-9- 0.07% |
N/A
|
13.8K
$2.51M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-10- 0.14% |
N/A
|
7.27K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10- 0.3% |
N/A
|
3.35K
$610K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-11- 3.87% |
N/A
|
273
$49.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-12- 0.2% |
N/A
|
6.12K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-12- 0.71% |
N/A
|
1.67K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13- 0.41% |
N/A
|
3.16K
$575K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-13- 0.47% |
N/A
|
2.72K
$496K
|