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 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-9.06K- 18.66% |
N/A
|
39.5K
$7.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.29K- 11.7% |
N/A
|
70.2K
$12.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-9.4K- 25.3% |
N/A
|
27.8K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 12.81% |
N/A
|
73.4K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.9K- 46.35% |
N/A
|
12.6K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11.5K- 44.67% |
N/A
|
14.3K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 6.85% |
N/A
|
175K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-13.3K- 83.58% |
N/A
|
2.6K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-13.7K- 13.73% |
N/A
|
86.4K
$15.7M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-14.4K- 8.32% |
N/A
|
159K
$29M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.5K- 3.93% |
N/A
|
379K
$69M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.6K- 18.75% |
N/A
|
72K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-16.9K- 10.92% |
N/A
|
138K
$25.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-17K- 67.14% |
N/A
|
8.3K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-18.9K- 39.72% |
N/A
|
28.7K
$5.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.9K- 5.42% |
N/A
|
330K
$60.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-19.4K- 0.93% |
N/A
|
2.08M
$378M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-21.1K- 21.05% |
N/A
|
79.1K
$14.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 3.86% |
N/A
|
544K
$99.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-22K- 6.21% |
N/A
|
332K
$60.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.6K- 11.18% |
N/A
|
195K
$35.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.5K- 1.11% |
N/A
|
2.27M
$413M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25.6K- 23.09% |
N/A
|
85.1K
$15.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.5K- 5.71% |
N/A
|
438K
$79.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27.3K- 3.85% |
N/A
|
681K
$124M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-27.4K- 66.22% |
N/A
|
14K
$2.55M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30.2K- 9.12% |
N/A
|
301K
$54.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33.3K- 39.34% |
N/A
|
51.4K
$9.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-33.3K- 72.6% |
N/A
|
12.6K
$2.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.8K- 3.06% |
N/A
|
1.1M
$201M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.9K- 6.81% |
N/A
|
478K
$87.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-36.7K- 93.82% |
N/A
|
2.42K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.4K- 96.17% |
N/A
|
1.61K
$293K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42K- 5.15% |
N/A
|
772K
$141M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-46.1K- 22.22% |
N/A
|
161K
$29.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-48.6K- 98.11% |
N/A
|
935
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.3K- 3.17% |
N/A
|
1.5M
$274M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.6K- 2.73% |
N/A
|
1.84M
$335M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-56.4K- 45.31% |
N/A
|
68.1K
$12.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-62.4KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-70.6K- 71.38% |
N/A
|
28.3K
$5.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-75.5K- 13.16% |
N/A
|
498K
$90.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-79.4K- 96.94% |
N/A
|
2.5K
$456K
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-85K- 74.57% |
N/A
|
29K
$5.28M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-87.6K- 69.94% |
N/A
|
37.7K
$6.86M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-88.3K- 53.48% |
N/A
|
76.8K
$14M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-92.4K- 91.57% |
N/A
|
8.51K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-120K- 43.17% |
N/A
|
157K
$28.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-126K- 60.74% |
N/A
|
81.2K
$14.8M
|