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 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.74K+ 13.46% |
N/A
|
14.7K
$2.68M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.72K+ 551.6% |
N/A
|
2.03K
$370K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.7K+ 68.85% |
N/A
|
4.17K
$759K
|
|
Nov 09, 2021
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$306K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.67K+ 20.89% |
N/A
|
9.67K
$1.76M
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.67K+ 5.61% |
N/A
|
31.4K
$5.73M
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.66K+ 98.63% |
N/A
|
3.33K
$607K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.64K+ 1.46% |
N/A
|
114K
$20.7M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.64K+ 1.56% |
N/A
|
107K
$19.4M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
1.61K+ 3.79% |
N/A
|
44K
$8.01M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.6K+ 13.77% |
N/A
|
13.3K
$2.41M
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.6K+ 6.05% |
N/A
|
28.1K
$5.11M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.6K+ 40.3% |
N/A
|
5.56K
$1.01M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.58K+ 12.12% |
N/A
|
14.6K
$2.66M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.56K+ 11.56% |
N/A
|
15.1K
$2.75M
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$283K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.53K+ 92.62% |
N/A
|
3.19K
$580K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.52K+ 10.91% |
N/A
|
15.5K
$2.82M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 3.71% |
N/A
|
42.5K
$7.74M
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1.52K+ 0.64% |
N/A
|
240K
$43.7M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.52K+ 6.37% |
N/A
|
25.3K
$4.61M
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$274K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.51K+ 13.63% |
N/A
|
12.5K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$273K
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5K+ 0.27% |
N/A
|
559K
$102M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$270K
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.48K+ 6.16% |
N/A
|
25.5K
$4.64M
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.47K+ 10.85% |
N/A
|
15K
$2.73M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$263K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44K+ 1.75% |
N/A
|
84K
$15.3M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$263K
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$262K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$261K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.43K+ 1.71% |
N/A
|
85K
$15.5M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.42K+ 0.53% |
N/A
|
267K
$48.7M
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$252K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.36K+ 3.57% |
N/A
|
39.3K
$7.17M
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 64.81% |
N/A
|
3.41K
$620K
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$244K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.32K+ 2.68% |
N/A
|
50.5K
$9.19M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.31K+ 0.85% |
N/A
|
156K
$28.4M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.3K+ 27.22% |
N/A
|
6.05K
$1.1M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.28K+ 30.94% |
N/A
|
5.41K
$986K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 4.74% |
N/A
|
28.1K
$5.11M
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
1.27K+ 1.0% |
N/A
|
128K
$23.4M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.26K+ 37.54% |
N/A
|
4.6K
$838K
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.25K+ 4.43% |
N/A
|
29.4K
$5.35M
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 2.2% |
N/A
|
55.1K
$10M
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.17K+ 5.26% |
N/A
|
23.4K
$4.27M
|