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 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-974- 3.39% |
N/A
|
27.7K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1K- 28.22% |
N/A
|
2.54K
$463K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.01K- 4.32% |
N/A
|
22.5K
$4.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 2.06% |
N/A
|
49K
$8.92M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.06K- 20.33% |
N/A
|
4.15K
$755K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 1.62% |
N/A
|
64.7K
$11.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.07K- 34.58% |
N/A
|
2.03K
$370K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.11K- 6.91% |
N/A
|
14.9K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.11K- 2.19% |
N/A
|
49.5K
$9.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.11K- 2.33% |
N/A
|
46.6K
$8.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 1.95% |
N/A
|
55.9K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.12K- 13.03% |
N/A
|
7.5K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 25.75% |
N/A
|
3.28K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.16K- 2.27% |
N/A
|
49.9K
$9.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 8.89% |
N/A
|
11.9K
$2.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.16K- 4.74% |
N/A
|
23.4K
$4.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.18K- 13.12% |
N/A
|
7.8K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.18K- 6.25% |
N/A
|
17.7K
$3.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 11.21% |
N/A
|
9.58K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.24K- 41.88% |
N/A
|
1.72K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.24K- 2.79% |
N/A
|
43.2K
$7.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.25K- 0.44% |
N/A
|
282K
$51.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.25K- 2.04% |
N/A
|
60.2K
$11M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.27K- 17.57% |
N/A
|
5.97K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.28K- 1.58% |
N/A
|
79.6K
$14.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-1.29K- 17.96% |
N/A
|
5.87K
$1.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
SELL
|
- |
-1.29K- 6.19% |
N/A
|
19.5K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 14.88% |
N/A
|
7.43K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 6.21% |
N/A
|
19.6K
$3.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.31K- 21.25% |
N/A
|
4.85K
$883K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.32K- 3.67% |
N/A
|
34.6K
$6.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.33K- 2.04% |
N/A
|
63.6K
$11.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.44K- 1.31% |
N/A
|
108K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.45K- 1.33% |
N/A
|
107K
$19.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.45K- 4.31% |
N/A
|
32.1K
$5.85M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 25.02% |
N/A
|
4.5K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.51K- 23.11% |
N/A
|
5.02K
$915K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.52K- 8.37% |
N/A
|
16.6K
$3.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.62K- 2.3% |
N/A
|
68.5K
$12.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.62K- 6.32% |
N/A
|
24.1K
$4.38M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.62K- 6.82% |
N/A
|
22.2K
$4.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 10.94% |
N/A
|
13.5K
$2.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.67K- 8.07% |
N/A
|
19K
$3.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.67K- 12.13% |
N/A
|
12.1K
$2.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.77K- 5.76% |
N/A
|
29K
$5.28M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.77K- 12.29% |
N/A
|
12.6K
$2.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.8K- 8.41% |
N/A
|
19.6K
$3.58M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-1.82K- 3.67% |
N/A
|
47.7K
$8.68M
|