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 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$583K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.16K+ 0.56% |
N/A
|
568K
$104M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.14K+ 0.67% |
N/A
|
474K
$86.4M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$570K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$570K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.12K+ 3.63% |
N/A
|
89.2K
$16.2M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$567K
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$565K
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$565K
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$563K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.08K+ 1.28% |
N/A
|
243K
$44.2M
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
3.05KNew |
N/A
|
3.05K
$556K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.04K+ 3.4% |
N/A
|
92.7K
$16.9M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
3K+ 87.55% |
N/A
|
6.43K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
3KNew |
N/A
|
3K
$546K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.95K+ 4.78% |
N/A
|
64.6K
$11.8M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.93K+ 29.02% |
N/A
|
13K
$2.37M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.93K+ 3.84% |
N/A
|
79.2K
$14.4M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$522K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.86K+ 2.0% |
N/A
|
146K
$26.6M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
2.84K+ 35.83% |
N/A
|
10.8K
$1.96M
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.82K+ 2.62% |
N/A
|
111K
$20.2M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.82K+ 12.79% |
N/A
|
24.9K
$4.53M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.8K+ 7.01% |
N/A
|
42.8K
$7.8M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.79K+ 171.65% |
N/A
|
4.42K
$805K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.79K+ 3.19% |
N/A
|
90.3K
$16.4M
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
2.79K+ 64.14% |
N/A
|
7.13K
$1.3M
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.78K+ 23.0% |
N/A
|
14.9K
$2.71M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$505K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$505K
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.74KNew |
N/A
|
2.74K
$499K
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.74K+ 105.87% |
N/A
|
5.33K
$970K
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.71K+ 5.99% |
N/A
|
48K
$8.75M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7K+ 11.58% |
N/A
|
26K
$4.74M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$488K
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.67K+ 93.82% |
N/A
|
5.52K
$1.01M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.64K+ 5.53% |
N/A
|
50.3K
$9.17M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.64K+ 5.49% |
N/A
|
50.6K
$9.23M
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$479K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.62K+ 20.54% |
N/A
|
15.4K
$2.8M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.52K+ 18.27% |
N/A
|
16.3K
$2.97M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2.51K+ 2.19% |
N/A
|
117K
$21.3M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 1.67% |
N/A
|
151K
$27.5M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.43K+ 11.62% |
N/A
|
23.3K
$4.25M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$442K
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.42K+ 48.0% |
N/A
|
7.47K
$1.36M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.42K+ 7.19% |
N/A
|
36.1K
$6.57M
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.4K+ 6.18% |
N/A
|
41.3K
$7.52M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 13.1% |
N/A
|
20.7K
$3.77M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.36K+ 8.07% |
N/A
|
31.6K
$5.75M
|