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 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-4- 0.08% |
N/A
|
4.93K
$898K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-4- 6.67% |
N/A
|
56
$10.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-4- 0.25% |
N/A
|
1.59K
$289K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4- 0.11% |
N/A
|
3.61K
$657K
|
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-5- 0.06% |
N/A
|
8.76K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 0.38% |
N/A
|
1.32K
$240K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
N/A
|
41.8K
$7.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-6- 0.11% |
N/A
|
5.54K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-6- 0.1% |
N/A
|
6.07K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.21% |
N/A
|
2.83K
$516K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 4.05% |
N/A
|
166
$30.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.25% |
N/A
|
2.8K
$510K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-8- 0.67% |
N/A
|
1.19K
$216K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-8- 0.12% |
N/A
|
6.71K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9- 0.06% |
N/A
|
15.8K
$2.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.23% |
N/A
|
4.37K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 0.39% |
N/A
|
2.54K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-10- 0.37% |
N/A
|
2.68K
$488K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 0.95% |
N/A
|
1.04K
$190K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11- 0.08% |
N/A
|
13.2K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11- 0.32% |
N/A
|
3.45K
$628K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 0.08% |
N/A
|
13.5K
$2.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.54% |
N/A
|
2.21K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12- 0.27% |
N/A
|
4.49K
$818K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-12- 0.44% |
N/A
|
2.69K
$491K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-13- 0.86% |
N/A
|
1.5K
$274K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 0.31% |
N/A
|
4.49K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15- 0.21% |
N/A
|
7.23K
$1.32M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-17- 0.62% |
N/A
|
2.74K
$498K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18- 0.21% |
N/A
|
8.64K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-18- 0.35% |
N/A
|
5.11K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-18- 0.41% |
N/A
|
4.38K
$797K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 1.09% |
N/A
|
1.64K
$299K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.36% |
N/A
|
5.24K
$955K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-19- 0.1% |
N/A
|
18.2K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19- 0.45% |
N/A
|
4.23K
$770K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-20- 0.55% |
N/A
|
3.59K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-20- 0.02% |
N/A
|
113K
$20.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-21- 0.5% |
N/A
|
4.22K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-21- 0.26% |
N/A
|
7.97K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.47% |
N/A
|
4.62K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-22- 3.5% |
N/A
|
606
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-22- 0.31% |
N/A
|
6.99K
$1.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-23- 0.88% |
N/A
|
2.6K
$474K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 1.01% |
N/A
|
2.25K
$409K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 0.69% |
N/A
|
3.43K
$625K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-24- 0.11% |
N/A
|
22.8K
$4.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-25- 0.46% |
N/A
|
5.45K
$993K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-28- 0.28% |
N/A
|
9.86K
$1.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28- 0.72% |
N/A
|
3.88K
$706K
|