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 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-432- 0.42% |
N/A
|
103K
$18.8M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-435- 2.13% |
N/A
|
19.9K
$3.63M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-437- 1.14% |
N/A
|
37.8K
$6.89M
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-444- 1.56% |
N/A
|
28K
$5.1M
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-445- 13.93% |
N/A
|
2.75K
$501K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-446- 4.66% |
N/A
|
9.13K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-447- 6.59% |
N/A
|
6.34K
$1.15M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-450Closed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-451- 1.59% |
N/A
|
27.9K
$5.09M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-452- 3.12% |
N/A
|
14.1K
$2.56M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-454- 4.38% |
N/A
|
9.92K
$1.81M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-454- 4.38% |
N/A
|
9.92K
$1.81M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-454- 18.81% |
N/A
|
1.96K
$357K
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-456- 19.37% |
N/A
|
1.9K
$346K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-462- 2.03% |
N/A
|
22.3K
$4.06M
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-470- 15.68% |
N/A
|
2.53K
$460K
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-472- 3.92% |
N/A
|
11.6K
$2.1M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-478- 7.5% |
N/A
|
5.9K
$1.07M
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-487- 7.72% |
N/A
|
5.83K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-489- 4.56% |
N/A
|
10.2K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-499- 5.07% |
N/A
|
9.34K
$1.7M
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 81.57% |
N/A
|
113
$20.6K
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-500- 6.59% |
N/A
|
7.09K
$1.29M
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-510- 24.67% |
N/A
|
1.56K
$284K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-517- 23.1% |
N/A
|
1.72K
$313K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-521- 4.32% |
N/A
|
11.5K
$2.1M
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-523- 13.07% |
N/A
|
3.48K
$634K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-524- 23.12% |
N/A
|
1.74K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-527- 1.9% |
N/A
|
27.2K
$4.96M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-529- 2.05% |
N/A
|
25.3K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-531- 10.22% |
N/A
|
4.66K
$850K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-537- 2.87% |
N/A
|
18.2K
$3.31M
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-544- 10.07% |
N/A
|
4.86K
$885K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-544- 6.07% |
N/A
|
8.42K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-547- 8.34% |
N/A
|
6.02K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-550- 1.73% |
N/A
|
31.3K
$5.7M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-558- 3.23% |
N/A
|
16.7K
$3.05M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-560- 6.31% |
N/A
|
8.32K
$1.51M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-562- 6.86% |
N/A
|
7.63K
$1.39M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-563- 20.25% |
N/A
|
2.22K
$404K
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-566- 3.73% |
N/A
|
14.6K
$2.66M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-571- 12.79% |
N/A
|
3.89K
$709K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-587- 2.87% |
N/A
|
19.8K
$3.61M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-595- 8.6% |
N/A
|
6.32K
$1.15M
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-600- 26.17% |
N/A
|
1.69K
$308K
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-606- 1.18% |
N/A
|
50.7K
$9.24M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-611- 0.51% |
N/A
|
120K
$21.8M
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-614- 16.59% |
N/A
|
3.09K
$562K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-621- 0.26% |
N/A
|
239K
$43.5M
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-625- 3.8% |
N/A
|
15.8K
$2.88M
|