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 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.76K- 67.88% |
N/A
|
1.78K
$324K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.79K- 62.05% |
N/A
|
2.32K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.86K- 15.81% |
N/A
|
20.5K
$3.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.92K- 10.56% |
N/A
|
33.2K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.93K- 2.1% |
N/A
|
183K
$33.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 12.85% |
N/A
|
27.8K
$5.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.1K- 49.3% |
N/A
|
4.22K
$769K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.18K- 59.66% |
N/A
|
2.83K
$515K
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-4.31K- 35.8% |
N/A
|
7.74K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-4.33K- 2.56% |
N/A
|
165K
$30.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.38K- 39.68% |
N/A
|
6.66K
$1.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.63K- 1.3% |
N/A
|
351K
$63.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.66K- 1.89% |
N/A
|
241K
$43.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.86K- 7.92% |
N/A
|
56.6K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.03K- 47.37% |
N/A
|
5.59K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.04K- 18.31% |
N/A
|
22.5K
$4.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.08K- 15.78% |
N/A
|
27.1K
$4.94M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.18KClosed |
N/A
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-5.2K- 61.37% |
N/A
|
3.27K
$596K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.44K- 45.8% |
N/A
|
6.43K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-5.52K- 17.49% |
N/A
|
26K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.57KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-5.62K- 4.24% |
N/A
|
127K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.67K- 21.86% |
N/A
|
20.3K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.7K- 2.16% |
N/A
|
259K
$47.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-5.83K- 0.87% |
N/A
|
668K
$122M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-5.85K- 18.17% |
N/A
|
26.4K
$4.8M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-5.96K- 2.43% |
N/A
|
240K
$43.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.19K- 1.69% |
N/A
|
361K
$65.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.31K- 48.39% |
N/A
|
6.73K
$1.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-6.39K- 11.84% |
N/A
|
47.6K
$8.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 1.98% |
N/A
|
318K
$57.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.51K- 21.32% |
N/A
|
24K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.53K- 27.14% |
N/A
|
17.5K
$3.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.55K- 7.43% |
N/A
|
81.6K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-6.7K- 12.45% |
N/A
|
47.1K
$8.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.77K- 5.5% |
N/A
|
116K
$21.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-6.83K- 4.12% |
N/A
|
159K
$28.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.84K- 45.77% |
N/A
|
8.1K
$1.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.13K- 76.37% |
N/A
|
2.2K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.34K- 35.11% |
N/A
|
13.6K
$2.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.61K- 10.86% |
N/A
|
62.4K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7.66K- 13.58% |
N/A
|
48.7K
$8.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.66K- 16.8% |
N/A
|
38K
$6.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.68K- 10.04% |
N/A
|
68.8K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.05K- 27.81% |
N/A
|
20.9K
$3.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.05K- 21.58% |
N/A
|
29.3K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.63K- 8.86% |
N/A
|
88.8K
$16.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.65K- 26.06% |
N/A
|
24.5K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.79K- 27.55% |
N/A
|
23.1K
$4.21M
|