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 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.34K+ 57.98% |
N/A
|
6.36K
$1.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.31K+ 1.11% |
N/A
|
209K
$38.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.29K+ 26.97% |
N/A
|
10.8K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.27K+ 91.73% |
N/A
|
4.75K
$866K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.22K+ 1.54% |
N/A
|
146K
$26.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
2.12K+ 35.58% |
N/A
|
8.08K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$386K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
2.11K+ 3.37% |
N/A
|
64.8K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 3.62% |
N/A
|
60K
$10.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.09K+ 6.42% |
N/A
|
34.7K
$6.32M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.08K+ 12.15% |
N/A
|
19.2K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.06K+ 6.73% |
N/A
|
32.6K
$5.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.05K+ 2.75% |
N/A
|
76.5K
$13.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 6.31% |
N/A
|
34.1K
$6.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.02K+ 10.11% |
N/A
|
22K
$4.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2K+ 69.16% |
N/A
|
4.89K
$891K
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
1.99K+ 98.13% |
N/A
|
4.02K
$732K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.98K+ 63.4% |
N/A
|
5.11K
$931K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.98K+ 7.17% |
N/A
|
29.6K
$5.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$355K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 29.11% |
N/A
|
8.57K
$1.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.93K+ 2.4% |
N/A
|
82.1K
$15M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.92K+ 0.58% |
N/A
|
334K
$60.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$350K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$350K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.91K+ 1.68% |
N/A
|
115K
$21M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.91K+ 4.76% |
N/A
|
41.9K
$7.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$341K
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.86K+ 66.93% |
N/A
|
4.64K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.86K+ 15.41% |
N/A
|
13.9K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.85K+ 17.56% |
N/A
|
12.4K
$2.26M
|
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$336K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$336K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.84K+ 1.97% |
N/A
|
95.2K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 28.57% |
N/A
|
8.25K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.83K+ 189.72% |
N/A
|
2.79K
$508K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$333K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.83K+ 1.08% |
N/A
|
170K
$31M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.81K+ 112.45% |
N/A
|
3.41K
$622K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.8K+ 58.69% |
N/A
|
4.87K
$887K
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$328K
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$326K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.79K+ 2.85% |
N/A
|
64.5K
$11.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
1.77K+ 5.46% |
N/A
|
34.2K
$6.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.77K+ 29.27% |
N/A
|
7.82K
$1.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.75K+ 15.6% |
N/A
|
13K
$2.37M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 35.61% |
N/A
|
6.67K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
1.75K+ 1.7% |
N/A
|
105K
$19.1M
|