Purchases and Sales Made in Q3 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 2022. 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 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
101+ 1.01% |
N/A
|
10.1K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 2.93% |
N/A
|
3.51K
$639K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 5.14% |
N/A
|
2.05K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.92% |
N/A
|
5.3K
$965K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
99+ 0.3% |
N/A
|
32.9K
$5.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
97+ 1.2% |
N/A
|
8.17K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
94+ 0.57% |
N/A
|
16.5K
$3M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
93+ 4.24% |
N/A
|
2.29K
$417K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
89+ 1.24% |
N/A
|
7.29K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
89+ 4.3% |
N/A
|
2.16K
$394K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
88+ 0.66% |
N/A
|
13.4K
$2.44M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
87+ 2.02% |
N/A
|
4.4K
$801K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
87+ 1.83% |
N/A
|
4.84K
$882K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
87+ 4.74% |
N/A
|
1.92K
$350K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
86+ 1.99% |
N/A
|
4.4K
$801K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
83+ 2.93% |
N/A
|
2.91K
$530K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
82+ 1.58% |
N/A
|
5.28K
$961K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
81+ 1.4% |
N/A
|
5.86K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
80+ 3.32% |
N/A
|
2.49K
$453K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80+ 0.29% |
N/A
|
27.3K
$4.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
78+ 4.47% |
N/A
|
1.82K
$332K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75+ 1.09% |
N/A
|
6.94K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 1.79% |
N/A
|
4.26K
$776K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
74+ 0.07% |
N/A
|
106K
$19.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
73+ 0.48% |
N/A
|
15.4K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
73+ 0.91% |
N/A
|
8.07K
$1.47M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
72+ 0.27% |
N/A
|
26.5K
$4.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
70+ 0.5% |
N/A
|
14.2K
$2.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
70+ 0.36% |
N/A
|
19.8K
$3.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
68+ 3.17% |
N/A
|
2.21K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
67+ 2.75% |
N/A
|
2.5K
$456K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
66+ 0.62% |
N/A
|
10.8K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
66+ 2.48% |
N/A
|
2.73K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
66+ 13.44% |
N/A
|
557
$101K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
65+ 1.8% |
N/A
|
3.69K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64+ 1.35% |
N/A
|
4.8K
$875K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
64+ 3.93% |
N/A
|
1.69K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
62+ 0.2% |
N/A
|
30.6K
$5.57M
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
62+ 0.13% |
N/A
|
46.8K
$8.52M
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
60+ 0.45% |
N/A
|
13.3K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
58+ 0.5% |
N/A
|
11.8K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
57+ 0.92% |
N/A
|
6.26K
$1.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
57+ 0.23% |
N/A
|
25.4K
$4.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
56+ 1.03% |
N/A
|
5.5K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
55+ 0.07% |
N/A
|
80.1K
$14.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54+ 2.23% |
N/A
|
2.48K
$451K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
48+ 2.74% |
N/A
|
1.8K
$328K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
46+ 4.0% |
N/A
|
1.2K
$218K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
45+ 0.67% |
N/A
|
6.73K
$1.23M
|