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 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.4K- 10.55% |
N/A
|
20.3K
$3.7M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.5K- 0.9% |
N/A
|
277K
$50.4M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.52KClosed |
N/A
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.53K- 6.08% |
N/A
|
39.1K
$7.13M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.56K- 2.56% |
N/A
|
97.5K
$17.8M
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.59K- 3.5% |
N/A
|
71.3K
$13M
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.6K- 5.37% |
N/A
|
45.8K
$8.33M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-2.66K- 22.25% |
N/A
|
9.28K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.69K- 5.92% |
N/A
|
42.8K
$7.79M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.7K- 2.16% |
N/A
|
123K
$22.3M
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.8K- 0.54% |
N/A
|
514K
$93.6M
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.81K- 20.21% |
N/A
|
11.1K
$2.02M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.85K- 9.58% |
N/A
|
26.9K
$4.9M
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.92KClosed |
N/A
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.98KClosed |
N/A
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.01K- 12.29% |
N/A
|
21.5K
$3.91M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-3.07K- 6.56% |
N/A
|
43.7K
$7.96M
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-3.09K- 11.75% |
N/A
|
23.2K
$4.23M
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.09K- 11.75% |
N/A
|
23.2K
$4.23M
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.15K- 7.93% |
N/A
|
36.6K
$6.66M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.22K- 3.97% |
N/A
|
78K
$14.2M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.23K- 1.27% |
N/A
|
251K
$45.8M
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.41K- 3.04% |
N/A
|
109K
$19.8M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.46K- 1.8% |
N/A
|
188K
$34.3M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.48K- 19.05% |
N/A
|
14.8K
$2.7M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-3.53K- 30.05% |
N/A
|
8.21K
$1.5M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 5.72% |
N/A
|
60K
$10.9M
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.7K- 72.03% |
N/A
|
1.44K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.77K- 26.04% |
N/A
|
10.7K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.83K- 0.34% |
N/A
|
1.13M
$206M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.83K- 45.43% |
N/A
|
4.6K
$838K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.86K- 10.45% |
N/A
|
33K
$6.02M
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.86K- 4.18% |
N/A
|
88.4K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.88K- 8.51% |
N/A
|
41.7K
$7.6M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-3.95K- 4.97% |
N/A
|
75.5K
$13.7M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.96K- 4.49% |
N/A
|
84.2K
$15.3M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.97K- 66.82% |
N/A
|
1.97K
$359K
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.03K- 4.34% |
N/A
|
88.7K
$16.2M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.09KClosed |
N/A
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4.23K- 4.48% |
N/A
|
90.1K
$16.4M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.37K- 18.77% |
N/A
|
18.9K
$3.44M
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-4.43K- 11.67% |
N/A
|
33.6K
$6.11M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-4.47K- 9.15% |
N/A
|
44.4K
$8.09M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 2.52% |
N/A
|
178K
$32.5M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-4.63K- 4.05% |
N/A
|
110K
$20M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.84K- 14.72% |
N/A
|
28.1K
$5.11M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.05K- 24.32% |
N/A
|
15.7K
$2.87M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.09KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.15K- 23.1% |
N/A
|
17.1K
$3.12M
|