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 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
16+ 0.1% |
N/A
|
16.5K
$3.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.2% |
N/A
|
7.66K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15+ 0.02% |
N/A
|
68.4K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.02% |
N/A
|
88.4K
$16.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.49% |
N/A
|
2.87K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
14+ 0.29% |
N/A
|
4.83K
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.08% |
N/A
|
15.9K
$2.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
12+ 11.32% |
N/A
|
118
$21.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
BUY
|
- |
12+ 0.09% |
N/A
|
13.2K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.39% |
N/A
|
3.13K
$569K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
N/A
|
3.28K
$597K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
9+ 0.09% |
N/A
|
10.4K
$1.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9New |
N/A
|
9
$1.64K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
9+ 0.35% |
N/A
|
2.6K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.29% |
N/A
|
3.16K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.13% |
N/A
|
6.8K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
N/A
|
1.65K
$300K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.08% |
N/A
|
9.61K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8+ 0.48% |
N/A
|
1.68K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8+ 0.01% |
N/A
|
57.5K
$10.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.03% |
N/A
|
31.9K
$5.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.24% |
N/A
|
2.92K
$532K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
N/A
|
16.4K
$2.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 3.35% |
N/A
|
216
$39.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7+ 0.47% |
N/A
|
1.51K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.36% |
N/A
|
1.95K
$354K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.34% |
N/A
|
1.79K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.31% |
N/A
|
1.91K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
N/A
|
8.22K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
N/A
|
11.4K
$2.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.09% |
N/A
|
5.35K
$974K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.07% |
N/A
|
6.69K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.11% |
N/A
|
4.43K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.02% |
N/A
|
21.4K
$3.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
N/A
|
11.6K
$2.11M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5+ 0.15% |
N/A
|
3.34K
$608K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.08% |
N/A
|
6.66K
$1.21M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.06% |
N/A
|
7.98K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
4+ 0.14% |
N/A
|
2.81K
$513K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.07% |
N/A
|
5.61K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.39% |
N/A
|
1.04K
$189K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.19% |
N/A
|
2.12K
$386K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.21% |
N/A
|
1.87K
$341K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
N/A
|
6.32K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
3+ 0.08% |
N/A
|
3.95K
$720K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.14% |
N/A
|
2.18K
$396K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.15% |
N/A
|
1.96K
$357K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.1% |
N/A
|
3.06K
$557K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.17% |
N/A
|
1.8K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.61% |
N/A
|
494
$90K
|