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 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.3K+ 38.01% |
N/A
|
22.9K
$4.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6.26K+ 13.19% |
N/A
|
53.7K
$9.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
6.25K+ 2.36% |
N/A
|
271K
$49.3M
|
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
6.25K+ 201.32% |
N/A
|
9.35K
$1.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.1K+ 3.79% |
N/A
|
167K
$30.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
5.99K+ 8.85% |
N/A
|
73.7K
$13.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
5.85K+ 6.29% |
N/A
|
98.9K
$18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.8K+ 156.62% |
N/A
|
9.5K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.7K+ 1.84% |
N/A
|
316K
$57.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
5.68K+ 33.07% |
N/A
|
22.8K
$4.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.66K+ 19.75% |
N/A
|
34.3K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
5.65K+ 57.41% |
N/A
|
15.5K
$2.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.64K+ 11.89% |
N/A
|
53.1K
$9.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.6K+ 16.15% |
N/A
|
40.2K
$7.33M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
5.58K+ 7.87% |
N/A
|
76.5K
$13.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.48K+ 79.4% |
N/A
|
12.4K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.37K+ 22.93% |
N/A
|
28.8K
$5.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
5.24K+ 267.41% |
N/A
|
7.21K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.24K+ 0.56% |
N/A
|
935K
$170M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.23K+ 1767.91% |
N/A
|
5.53K
$1.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.22K+ 140.29% |
N/A
|
8.93K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.21K+ 0.65% |
N/A
|
808K
$147M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.16K+ 16.06% |
N/A
|
37.3K
$6.8M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.16K+ 9.52% |
N/A
|
59.4K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.15K+ 2.44% |
N/A
|
216K
$39.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.15K+ 2.44% |
N/A
|
216K
$39.4M
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
5.02K+ 1.4% |
N/A
|
364K
$66.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5K+ 2.38% |
N/A
|
215K
$39.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
4.98KNew |
N/A
|
4.98K
$907K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
4.92K+ 16.22% |
N/A
|
35.2K
$6.41M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 23.18% |
N/A
|
25.5K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.75K+ 8.7% |
N/A
|
59.4K
$10.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.71KNew |
N/A
|
4.71K
$858K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.69K+ 36.67% |
N/A
|
17.5K
$3.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4.67K+ 50.71% |
N/A
|
13.9K
$2.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
4.6KNew |
N/A
|
4.6K
$837K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.5K+ 8.19% |
N/A
|
59.5K
$10.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.44K+ 1.26% |
N/A
|
356K
$64.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$801K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.39KNew |
N/A
|
4.39K
$799K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.38K+ 3.92% |
N/A
|
116K
$21.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 3.0% |
N/A
|
148K
$27M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4.25K+ 1.74% |
N/A
|
249K
$45.3M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.25K+ 9.72% |
N/A
|
48K
$8.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$765K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.11K+ 134.5% |
N/A
|
7.16K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$746K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.04K+ 73.91% |
N/A
|
9.49K
$1.73M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.02K+ 14.0% |
N/A
|
32.8K
$5.97M
|