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 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$2.09M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$2.06M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.3K+ 369.68% |
N/A
|
14.3K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11KNew |
N/A
|
11K
$2M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.4K+ 4.3% |
N/A
|
253K
$46M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 4.52% |
N/A
|
240K
$43.8M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.4K+ 5.36% |
N/A
|
204K
$37.2M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10.1K+ 7.89% |
N/A
|
138K
$25.2M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.1K+ 2.21% |
N/A
|
468K
$85.3M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
10.1K+ 7.85% |
N/A
|
138K
$25.2M
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$1.83M
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.75K+ 50.36% |
N/A
|
29.1K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.58K+ 6.5% |
N/A
|
157K
$28.6M
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.29KNew |
N/A
|
9.29K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.99KNew |
N/A
|
8.99K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.96K+ 5.36% |
N/A
|
176K
$32.1M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8.51K+ 33.13% |
N/A
|
34.2K
$6.23M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.51K+ 33.13% |
N/A
|
34.2K
$6.23M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.39K+ 1.0% |
N/A
|
848K
$154M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.31K+ 84.98% |
N/A
|
18.1K
$3.29M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.04K+ 6.03% |
N/A
|
141K
$25.8M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.03K+ 1.54% |
N/A
|
530K
$96.5M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.96K+ 4.36% |
N/A
|
191K
$34.7M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7.92K+ 1.14% |
N/A
|
704K
$128M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.81K+ 1732.37% |
N/A
|
8.26K
$1.51M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.77K+ 3.88% |
N/A
|
208K
$37.9M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.74K+ 5.31% |
N/A
|
154K
$28M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7.7K+ 26.37% |
N/A
|
36.9K
$6.72M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.63K+ 4.32% |
N/A
|
184K
$33.5M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
7.62K+ 177.09% |
N/A
|
11.9K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.61K+ 7.6% |
N/A
|
108K
$19.6M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.58K+ 2.38% |
N/A
|
326K
$59.4M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.4KNew |
N/A
|
7.4K
$1.35M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
7.36K+ 11.86% |
N/A
|
69.4K
$12.6M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.31K+ 14.35% |
N/A
|
58.3K
$10.6M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.24K+ 7.41% |
N/A
|
105K
$19.1M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.21K+ 180.75% |
N/A
|
11.2K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.09K+ 67.42% |
N/A
|
17.6K
$3.21M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.89K+ 2.53% |
N/A
|
280K
$50.9M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.88K+ 10.99% |
N/A
|
69.5K
$12.7M
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.75K+ 237.75% |
N/A
|
9.58K
$1.75M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.73K+ 3.43% |
N/A
|
203K
$36.9M
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
6.62K+ 261.13% |
N/A
|
9.15K
$1.67M
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
6.52K+ 5.48% |
N/A
|
126K
$22.9M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.52K+ 43.75% |
N/A
|
21.4K
$3.9M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
6.5K+ 29.4% |
N/A
|
28.6K
$5.21M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.44K+ 2.55% |
N/A
|
260K
$47.3M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.41K+ 17.15% |
N/A
|
43.8K
$7.98M
|