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 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$988K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
5.41K+ 2.46% |
N/A
|
225K
$40.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.31K+ 84.17% |
N/A
|
11.6K
$2.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.26K+ 3.04% |
N/A
|
178K
$32.5M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.17KNew |
N/A
|
5.17K
$942K
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 12.83% |
N/A
|
44.7K
$8.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 8.49% |
N/A
|
64.9K
$11.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.99K+ 14.24% |
N/A
|
40.1K
$7.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.99K+ 7.99% |
N/A
|
67.4K
$12.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.93K+ 2.79% |
N/A
|
181K
$33.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
4.92KNew |
N/A
|
4.92K
$897K
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
4.78K+ 7.42% |
N/A
|
69.2K
$12.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 6.17% |
N/A
|
81.9K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
4.74K+ 6.8% |
N/A
|
74.4K
$13.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 10.42% |
N/A
|
50K
$9.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.72K+ 5.02% |
N/A
|
98.7K
$18M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.65K+ 2.81% |
N/A
|
170K
$31M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$839K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.53K+ 225.57% |
N/A
|
6.54K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.52K+ 1.78% |
N/A
|
259K
$47.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
4.33K+ 5.43% |
N/A
|
84.2K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
4.27K+ 18.24% |
N/A
|
27.7K
$5.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4.27K+ 1.47% |
N/A
|
295K
$53.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.26K+ 9.69% |
N/A
|
48.2K
$8.78M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
4.22K+ 3.71% |
N/A
|
118K
$21.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.19K+ 2.94% |
N/A
|
147K
$26.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.11KNew |
N/A
|
4.11K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4KNew |
N/A
|
4K
$729K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.97K+ 22.57% |
N/A
|
21.6K
$3.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.94KNew |
N/A
|
3.94K
$718K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94K+ 185.18% |
N/A
|
6.06K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.89K+ 62.18% |
N/A
|
10.1K
$1.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.83K+ 151.58% |
N/A
|
6.35K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
3.79K+ 4.46% |
N/A
|
89K
$16.2M
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.79K+ 12.38% |
N/A
|
34.4K
$6.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$668K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.6K+ 2.96% |
N/A
|
125K
$22.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3.6K+ 1.7% |
N/A
|
215K
$39.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.56K+ 3.84% |
N/A
|
96.3K
$17.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.54KNew |
N/A
|
3.54K
$644K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 6.07% |
N/A
|
61.5K
$11.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.51K+ 2.58% |
N/A
|
140K
$25.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
3.45K+ 19.87% |
N/A
|
20.8K
$3.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
3.44K+ 1.0% |
N/A
|
347K
$63.3M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.41K+ 2.63% |
N/A
|
133K
$24.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.4K+ 7.87% |
N/A
|
46.6K
$8.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$603K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.28K+ 9.55% |
N/A
|
37.7K
$6.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.25K+ 4.42% |
N/A
|
76.8K
$14M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.21K+ 10.36% |
N/A
|
34.2K
$6.22M
|