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 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
790+ 16.54% |
N/A
|
5.57K
$1.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
780+ 14.27% |
N/A
|
6.25K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
760+ 2.71% |
N/A
|
28.8K
$5.25M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
757+ 2.63% |
N/A
|
29.5K
$5.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
750+ 6.99% |
N/A
|
11.5K
$2.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
750+ 1.72% |
N/A
|
44.4K
$8.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
730+ 1.73% |
N/A
|
43K
$7.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
719+ 2.28% |
N/A
|
32.2K
$5.87M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
713+ 2.31% |
N/A
|
31.5K
$5.74M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
704+ 22.59% |
N/A
|
3.82K
$696K
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
700+ 43.75% |
N/A
|
2.3K
$419K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
700+ 235.69% |
N/A
|
997
$182K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
693+ 2.35% |
N/A
|
30.2K
$5.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
683+ 2.98% |
N/A
|
23.6K
$4.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
682+ 1.94% |
N/A
|
35.8K
$6.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
678+ 4.62% |
N/A
|
15.4K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
660+ 1.62% |
N/A
|
41.3K
$7.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
657+ 5.7% |
N/A
|
12.2K
$2.22M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
649+ 10.62% |
N/A
|
6.76K
$1.23M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
634+ 1.67% |
N/A
|
38.5K
$7.02M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
607+ 3.85% |
N/A
|
16.4K
$2.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
604+ 14.23% |
N/A
|
4.85K
$883K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
603+ 4.5% |
N/A
|
14K
$2.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
587+ 1.47% |
N/A
|
40.6K
$7.4M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
587+ 8.8% |
N/A
|
7.26K
$1.32M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
567+ 8.76% |
N/A
|
7.04K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
562+ 4.35% |
N/A
|
13.5K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
559+ 2.5% |
N/A
|
22.9K
$4.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
549+ 9.82% |
N/A
|
6.14K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
546+ 0.21% |
N/A
|
260K
$47.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
545+ 11.83% |
N/A
|
5.15K
$938K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
532+ 1.27% |
N/A
|
42.5K
$7.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
522+ 1.15% |
N/A
|
46.1K
$8.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
517+ 16.73% |
N/A
|
3.61K
$657K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
515+ 25.12% |
N/A
|
2.57K
$467K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
513+ 7.27% |
N/A
|
7.57K
$1.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
512+ 2.65% |
N/A
|
19.8K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
507+ 26.38% |
N/A
|
2.43K
$442K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
499+ 3.7% |
N/A
|
14K
$2.55M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499+ 9.43% |
N/A
|
5.79K
$1.05M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
495+ 4.53% |
N/A
|
11.4K
$2.08M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
495+ 4.53% |
N/A
|
11.4K
$2.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
493+ 3.4% |
N/A
|
15K
$2.73M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
491+ 2.01% |
N/A
|
25K
$4.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
490+ 0.95% |
N/A
|
52.2K
$9.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
489+ 26.43% |
N/A
|
2.34K
$426K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
489+ 1.71% |
N/A
|
29.1K
$5.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
483+ 1.79% |
N/A
|
27.4K
$5M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
479+ 4.65% |
N/A
|
10.8K
$1.97M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
475New |
N/A
|
475
$86.5K
|