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 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
10.5K+ 3.66% |
N/A
|
298K
$54.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
10.3K+ 4.61% |
N/A
|
234K
$42.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
10.1K+ 33.41% |
N/A
|
40.4K
$7.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 8.98% |
N/A
|
122K
$22.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
10.1K+ 15.13% |
N/A
|
76.5K
$13.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.96K+ 4.92% |
N/A
|
212K
$38.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9.83K+ 4.52% |
N/A
|
227K
$41.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
9.74K+ 100.22% |
N/A
|
19.5K
$3.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.47K+ 8.19% |
N/A
|
125K
$22.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.02K+ 4.68% |
N/A
|
202K
$36.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.98K+ 6.33% |
N/A
|
151K
$27.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.72K+ 15.31% |
N/A
|
65.7K
$12M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
8.61K+ 12.11% |
N/A
|
79.7K
$14.5M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.57K+ 68.56% |
N/A
|
21.1K
$3.84M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
8.55K+ 5.01% |
N/A
|
179K
$32.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
N/A
|
8.32K
$1.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
8.13K+ 131.1% |
N/A
|
14.3K
$2.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.12K+ 22.07% |
N/A
|
44.9K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
8.07K+ 69.12% |
N/A
|
19.7K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
7.91K+ 77.98% |
N/A
|
18K
$3.29M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
7.89K+ 2.44% |
N/A
|
331K
$60.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.88K+ 31.7% |
N/A
|
32.7K
$5.96M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
7.67KNew |
N/A
|
7.67K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.36K+ 18.17% |
N/A
|
47.8K
$8.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.19K+ 15.04% |
N/A
|
55K
$10M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.91K+ 37.25% |
N/A
|
25.5K
$4.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
6.87K+ 4.15% |
N/A
|
173K
$31.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.8K+ 10.69% |
N/A
|
70.4K
$12.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
6.76K+ 6.18% |
N/A
|
116K
$21.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.67KNew |
N/A
|
6.67K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 4.81% |
N/A
|
145K
$26.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
6.66K+ 1.33% |
N/A
|
508K
$92.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
6.48K+ 7.42% |
N/A
|
93.9K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.45K+ 6.3% |
N/A
|
109K
$19.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.42K+ 551.12% |
N/A
|
7.58K
$1.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.29K+ 6.29% |
N/A
|
106K
$19.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.21K+ 21.46% |
N/A
|
35.2K
$6.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.12K+ 178.65% |
N/A
|
9.54K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.04K+ 143.73% |
N/A
|
10.2K
$1.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
6.04K+ 11.09% |
N/A
|
60.5K
$11M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.85K+ 18.08% |
N/A
|
38.2K
$6.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$1.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.66K+ 42.64% |
N/A
|
18.9K
$3.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.65K+ 399.36% |
N/A
|
7.07K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
5.59K+ 8.19% |
N/A
|
73.9K
$13.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
5.58K+ 88.57% |
N/A
|
11.9K
$2.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.53K+ 33.53% |
N/A
|
22K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 4.93% |
N/A
|
117K
$21.3M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$997K
|