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 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.6K- 58.41% |
N/A
|
11.8K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17K- 21.41% |
N/A
|
62.4K
$11.4M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-18.5K- 99.01% |
N/A
|
185
$33.7K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.5K- 49.38% |
N/A
|
21K
$3.83M
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-21.1K- 80.87% |
N/A
|
4.98K
$908K
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-22KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-22.4K- 22.19% |
N/A
|
78.7K
$14.3M
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.1K- 86.47% |
N/A
|
3.62K
$659K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25.7K- 1.25% |
N/A
|
2.02M
$369M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-27.4K- 1.83% |
N/A
|
1.47M
$268M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.5K- 13.24% |
N/A
|
180K
$32.9M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.8K- 28.58% |
N/A
|
74.3K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-30.6K- 32.28% |
N/A
|
64.2K
$11.7M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.6K- 1.47% |
N/A
|
2.11M
$385M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-33.5K- 30.34% |
N/A
|
76.8K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-33.8KClosed |
N/A
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-34.7K- 94.97% |
N/A
|
1.84K
$335K
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-36.8K- 81.27% |
N/A
|
8.49K
$1.55M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.6K- 15.43% |
N/A
|
212K
$38.6M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.5K- 3.27% |
N/A
|
1.17M
$213M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40.7K- 65.98% |
N/A
|
21K
$3.82M
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.5K- 83.4% |
N/A
|
8.26K
$1.51M
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-41.8K- 23.11% |
N/A
|
139K
$25.3M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-41.9K- 4.84% |
N/A
|
824K
$150M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41.9K- 10.02% |
N/A
|
376K
$68.6M
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-47.9K- 44.16% |
N/A
|
60.6K
$11M
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-48.3K- 96.68% |
N/A
|
1.66K
$302K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.4K- 6.88% |
N/A
|
682K
$124M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-56.4K- 9.2% |
N/A
|
557K
$101M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-64.6K- 24.51% |
N/A
|
199K
$36.2M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67.7K- 9.03% |
N/A
|
681K
$124M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-72.3KClosed |
N/A
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-82KClosed |
N/A
|
0
$0
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-84.2K- 76.42% |
N/A
|
26K
$4.73M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-84.3K- 90.3% |
N/A
|
9.06K
$1.65M
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-85.6KClosed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-107K- 90.14% |
N/A
|
11.7K
$2.12M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-108K- 92.56% |
N/A
|
8.71K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-127K- 0.58% |
N/A
|
21.7M
$3.95B
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-130KClosed |
N/A
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 8.48% |
N/A
|
1.7M
$310M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-178K- 54.51% |
N/A
|
148K
$27M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-180K- 31.52% |
N/A
|
392K
$71.3M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-188K- 98.46% |
N/A
|
2.93K
$533K
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-202K- 3.27% |
N/A
|
5.98M
$1.09B
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-229K- 64.31% |
N/A
|
127K
$23.2M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-287KClosed |
N/A
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-491K- 97.0% |
N/A
|
15.2K
$2.77M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-533K- 58.03% |
N/A
|
385K
$70.2M
|