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 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4K+ 12.33% |
N/A
|
36.5K
$6.64M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 2.69% |
N/A
|
152K
$27.7M
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3.9K+ 2.82% |
N/A
|
142K
$25.9M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.88K+ 28.08% |
N/A
|
17.7K
$3.22M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.88K+ 24.2% |
N/A
|
19.9K
$3.62M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.87K+ 3.34% |
N/A
|
120K
$21.8M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.85K+ 69.74% |
N/A
|
9.37K
$1.71M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 3.4% |
N/A
|
116K
$21.2M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.74K+ 63.22% |
N/A
|
9.66K
$1.76M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.69K+ 65.13% |
N/A
|
9.36K
$1.71M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.65K+ 45.03% |
N/A
|
11.8K
$2.14M
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.64K+ 6.62% |
N/A
|
58.7K
$10.7M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
3.62K+ 19.91% |
N/A
|
21.8K
$3.98M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
3.48K+ 1.41% |
N/A
|
250K
$45.5M
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.48K+ 6.71% |
N/A
|
55.2K
$10.1M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.45K+ 1.59% |
N/A
|
221K
$40.2M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.45K+ 33.6% |
N/A
|
13.7K
$2.5M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.44K+ 6.76% |
N/A
|
54.3K
$9.9M
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
3.43K+ 5.75% |
N/A
|
63K
$11.5M
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.42K+ 67.39% |
N/A
|
8.49K
$1.55M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.36K+ 14.11% |
N/A
|
27.1K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.24K+ 0.72% |
N/A
|
452K
$82.4M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.22K+ 21.03% |
N/A
|
18.5K
$3.38M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$581K
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.18K+ 66.65% |
N/A
|
7.94K
$1.45M
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 4.25% |
N/A
|
77.6K
$14.1M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.08K+ 10.41% |
N/A
|
32.7K
$5.95M
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.04K+ 2.9% |
N/A
|
108K
$19.6M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
3.03K+ 103.24% |
N/A
|
5.96K
$1.09M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$550K
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.01K+ 2.42% |
N/A
|
128K
$23.2M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$531K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.91K+ 6.7% |
N/A
|
46.3K
$8.43M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$524K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.87K+ 478.46% |
N/A
|
3.47K
$631K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 6.87% |
N/A
|
44.6K
$8.12M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.83K+ 3.78% |
N/A
|
77.8K
$14.2M
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
2.82K+ 16.83% |
N/A
|
19.6K
$3.57M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
2.82K+ 3.37% |
N/A
|
86.6K
$15.8M
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
N/A
|
2.79K
$508K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 1.57% |
N/A
|
180K
$32.7M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 3.52% |
N/A
|
81.5K
$14.8M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.74K+ 10.58% |
N/A
|
28.7K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 50.78% |
N/A
|
8.14K
$1.48M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.73K+ 2.21% |
N/A
|
126K
$23M
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.71K+ 44.77% |
N/A
|
8.77K
$1.6M
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
2.68K+ 2.27% |
N/A
|
121K
$22M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$489K
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.65K+ 1.78% |
N/A
|
152K
$27.6M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.61K+ 1.19% |
N/A
|
222K
$40.4M
|