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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
45+ 0.6% |
N/A
|
7.54K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.24% |
N/A
|
19K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
45+ 0.48% |
N/A
|
9.49K
$1.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
44+ 3.03% |
N/A
|
1.5K
$272K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
43+ 0.58% |
N/A
|
7.41K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
42+ 0.06% |
N/A
|
69.2K
$12.6M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41+ 1.63% |
N/A
|
2.56K
$465K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
40New |
N/A
|
40
$7.29K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 1.84% |
N/A
|
2.21K
$403K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.5% |
N/A
|
8.08K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
40+ 0.51% |
N/A
|
7.95K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
39+ 0.22% |
N/A
|
17.6K
$3.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
38+ 0.49% |
N/A
|
7.87K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
38+ 0.49% |
N/A
|
7.74K
$1.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
37+ 1.53% |
N/A
|
2.45K
$446K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
37+ 0.18% |
N/A
|
20.9K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
37+ 2.11% |
N/A
|
1.79K
$327K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
36+ 0.08% |
N/A
|
43.5K
$7.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
N/A
|
2.66K
$485K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
36+ 0.89% |
N/A
|
4.09K
$746K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36+ 0.32% |
N/A
|
11.2K
$2.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
36+ 0.21% |
N/A
|
17.1K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
36+ 0.48% |
N/A
|
7.5K
$1.37M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 0.1% |
N/A
|
35.3K
$6.43M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36+ 0.32% |
N/A
|
11.2K
$2.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
35+ 0.79% |
N/A
|
4.44K
$809K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.13% |
N/A
|
26.1K
$4.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 0.25% |
N/A
|
14.1K
$2.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34+ 0.67% |
N/A
|
5.13K
$935K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
33+ 0.19% |
N/A
|
17.5K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
33+ 0.98% |
N/A
|
3.42K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
32+ 0.86% |
N/A
|
3.76K
$685K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
N/A
|
27.2K
$4.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 0.66% |
N/A
|
4.57K
$832K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 0.39% |
N/A
|
7.66K
$1.4M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.39% |
N/A
|
7.53K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
27+ 1.8% |
N/A
|
1.52K
$278K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.25% |
N/A
|
10.4K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
24+ 0.68% |
N/A
|
3.54K
$645K
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
23+ 0.44% |
N/A
|
5.3K
$965K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
23+ 0.38% |
N/A
|
6.15K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.21% |
N/A
|
9.98K
$1.82M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
20+ 0.22% |
N/A
|
8.97K
$1.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.29% |
N/A
|
7.01K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
20+ 0.37% |
N/A
|
5.36K
$975K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 0.46% |
N/A
|
4.18K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
19+ 0.42% |
N/A
|
4.6K
$837K
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
18+ 0.55% |
N/A
|
3.28K
$597K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 0.51% |
N/A
|
3.58K
$652K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 0.51% |
N/A
|
3.15K
$573K
|