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
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-161- 8.02% |
N/A
|
1.85K
$336K
|
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-162- 5.4% |
N/A
|
2.84K
$517K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 1.36% |
N/A
|
11.8K
$2.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-163- 0.81% |
N/A
|
20K
$3.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-167- 2.67% |
N/A
|
6.09K
$1.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-168- 0.56% |
N/A
|
29.8K
$5.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-172- 2.61% |
N/A
|
6.41K
$1.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-174- 3.24% |
N/A
|
5.2K
$946K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-174- 6.06% |
N/A
|
2.7K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-174- 0.95% |
N/A
|
18.1K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-175- 7.87% |
N/A
|
2.05K
$373K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-182- 1.23% |
N/A
|
14.6K
$2.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-182- 0.49% |
N/A
|
37.2K
$6.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-183- 4.97% |
N/A
|
3.5K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-185- 0.96% |
N/A
|
19.1K
$3.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-192- 8.72% |
N/A
|
2.01K
$366K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-196- 2.43% |
N/A
|
7.87K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-196- 6.69% |
N/A
|
2.73K
$498K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-200- 9.43% |
N/A
|
1.92K
$350K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 0.2% |
N/A
|
98K
$17.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-201- 1.07% |
N/A
|
18.5K
$3.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-202- 2.65% |
N/A
|
7.42K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-204- 2.5% |
N/A
|
7.96K
$1.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-209- 9.05% |
N/A
|
2.1K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-209- 0.57% |
N/A
|
36.2K
$6.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-212- 6.94% |
N/A
|
2.84K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-215- 10.06% |
N/A
|
1.92K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-215- 5.51% |
N/A
|
3.69K
$672K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-225- 1.46% |
N/A
|
15.2K
$2.77M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-227- 1.76% |
N/A
|
12.7K
$2.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-228- 2.28% |
N/A
|
9.78K
$1.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-229- 9.16% |
N/A
|
2.27K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-231- 0.15% |
N/A
|
153K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-234- 1.57% |
N/A
|
14.6K
$2.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-236- 0.47% |
N/A
|
49.5K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-238- 0.72% |
N/A
|
32.7K
$5.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240- 12.93% |
N/A
|
1.62K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-240- 9.7% |
N/A
|
2.24K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-242- 1.79% |
N/A
|
13.3K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-245- 2.25% |
N/A
|
10.6K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-246- 11.01% |
N/A
|
1.99K
$362K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-250- 7.43% |
N/A
|
3.12K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-250- 5.39% |
N/A
|
4.39K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-255- 0.51% |
N/A
|
49.4K
$9M
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-262- 1.62% |
N/A
|
15.9K
$2.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-265- 3.51% |
N/A
|
7.28K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-267- 11.05% |
N/A
|
2.15K
$392K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-273- 12.29% |
N/A
|
1.95K
$355K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-278- 5.72% |
N/A
|
4.58K
$835K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-280- 3.84% |
N/A
|
7K
$1.28M
|